Tired of juggling HubSpot, Zendesk, Calendly, and a phone system? Replace them all with one platform.
One workspace for CRM, phone, email, chat, meetings, and campaigns. AI agents answer the phone, reply to email, and route every lead. Your people step in where judgment is needed.
Hear it now: call or text(470) 460-8206. The AI agent answers around the clock.
Replaces your CRM, help desk, scheduler & phoneAI that answers, replies & routesFollow-up with accountability
How nexTalker replaces the stack, in 1:45
What you can retire
Seven tools. One customer. One workspace.
Every tool below holds a piece of the same customer. NexTalker replaces the workflow each one runs, and the AI works across all of them instead of inside one.
Start with one workflow. Keep HubSpot or your current CRM connected while you move, and retire each tool when your team is ready.
Product names belong to their owners. NexTalker is not affiliated with them. Replacing a tool means replacing the workflow your team runs in it, not matching every feature.
Already working with teams like yours
“We've gone from a 9-5 call center to true 24/7 revenue generation.”
An AI agent handles the inquiry and business lookup. Your people continue the work with the same customer history, from sales to access support and follow-up.
01
AI helps with a sales inquiry
Marcus asks about parking. The agent checks configured location availability.
02
His customer record grows
The call and its summary stay with his contact history.
03
The team sends the details
An email from Operations keeps the conversation going.
04
Follow-up has an owner
Operations takes the task to confirm his gate access.
05
The team checks the result
His confirmation text supports a suggestion to close the task.
Illustrative customer workflow · Sample data
Calls, texts, email & website chat
The channel changes. The customer story stays together.
Answer a call, send the details by email, or pick up a website conversation by text. One Inbox shows every open conversation across channels, and your team works from the customer’s history at every step.
An email workspace built around the customer.
Send from your own work address or a shared team address. Keep replies in threads, attach the details, and schedule messages for later, with contacts, accounts, and deals linked to the conversation. Turn on AI for a shared inbox and the agent drafts the reply for your team to approve, or sends it directly.
Email / Monthly parkingLinked to Marcus Reed
Marcus Reed
Could you send the parking details for our drivers?
From: Operations · Shared team address
Hi Marcus, here are the arrival instructions for your team. Reply here if you need a hand.
Help visitors find answers and capture what they need. Recognize returning visitors, arrange a callback, request a human handoff, or continue by text when the visitor asks.
Send useful information, handle replies, and review the message history alongside the customer’s calls and follow-up work.
CRM, sales & Work
Know the customer. Finish what they need.
A customer record tells you what happened. Work helps your team decide what to do next and verify when it’s finished.
Start with the full customer history
Contacts, accounts, conversation timelines, notes, and AI relationship summaries give everyone a shared place to start. Log the calls, texts, emails, and meetings that happened off system so the record stays complete.
Give each opportunity a next step
Manage deals across pipelines with an owner, stage, and value. Filter the board or table by any field, save the views your team uses, and find open opportunities that still need a scheduled follow-up.
Turn requests into work your team can act on
Review AI-suggested tasks, assign the right person, and set a deadline. Related calls and messages stay attached as the request develops.
Check the outcome before closing the task
When later conversations suggest the work is done, nexTalker brings the evidence forward. Your team can confirm completion or keep working.
Work / Confirm gate access
May already be done
MR
Marcus Reed
Reed Freight · Assigned to Operations
What was requested
Confirm that the drivers can enter the Dallas parking location before their first overnight stay.
Why this may be done
Marcus’s latest text confirms the gate code worked. Review his reply before marking the task complete.
Supporting conversation
“The gate code worked. We’re all set.”
Marcus Reed · Text message · Today, 10:12 AM
Your team reviews the evidence and decides: mark done or keep the task open.
Illustrative Work review · Sample request and conversation
Journeys, campaigns, meetings & routing
Keep the next step moving.
Build the follow-up once, then let customer activity trigger the right message, meeting, or task, and make sure a person owns it.
Journeys
Follow up while interest is fresh.
Start a Journey from a call outcome, a stage change, or a customer who has gone quiet. Coordinate messages and human tasks around the next step.
Email, SMS, voice drops, booking links, and task steps
Send an email or SMS campaign to saved segments or hand-picked lists. When someone clicks, a Journey can text them or create a call task for their owner.
Subject-line A/B tests and resend to non-openers
Results with opens, clicks, bounces, and hand-offs
Every person and team gets a booking page. Share it in a text, an email, or a Journey, and the meeting lands on the contact’s record with reminders handled.
Use supported connectors, including HubSpot, Salesforce, Stripe, Shopify, Slack, and Google Calendar, plus APIs, webhooks, and imports to bring customer data and business activity together.
Call and capture from any website.
The Chrome extension puts a call button on phone numbers, docks the dialer, contact, and your work beside the page, and captures contacts from selected text or a screenshot. See the extension
Stay close to customers away from your desk.
Mobile workflows let your team review customer activity, handle conversations, and receive alerts when website visitors need attention.
Ready to retire a tool or two?
Start with one workflow and keep the rest connected while you move.
Turn real calls into specific coaching. Connect the moment that needs attention to a clear standard and a chance to practice.
Set the standard
Build and approve the playbook your team uses for sales and support conversations.
Review with context
Read the transcript, listen to the call, and review AI suggestions against the evidence. Managers make the final judgments.
Practice the next conversation
Assign focused text role-play from an approved playbook, with feedback and suggested wording to practice.
Quality / Call review
Manager reviewed
Sales playbook · Confirm the next step
Call excerpt
“I’ll send you the options now.”
Team member · 02:14
Explained the optionsDemonstrated
Agreed on a follow-upNeeds practice
Manager’s coaching note
Give the customer a specific next step. Agree on when you’ll follow up before ending the call.
Practice: close with a clear next step
Assigned text role-play · Approved playbook
Illustrative review · Sample call and coaching feedback
Insights & revenue
See what customers need. Understand what follows.
Ask questions about your calls, investigate recurring concerns, and see which follow-ups are connected to collected payments.
Ask AI. Check the source.
Explore call history and linked work in plain language. Answers include source references and coverage details so you can review the evidence behind them.
What questions came up about parking access?
In these sample calls, customers asked where to find the gate code and whether they could arrive after hours.
Call 1 · Gate codeCall 2 · After-hours access
Illustrative question and answer · Sample call evidence
Connect follow-up to collected revenue.
With Stripe connected, owners can review collected and refunded payments, then explore revenue matched to nexTalker activity by Journey or sender.
Revenue overview
Sample period · USD
Collected
$12,400
Matched to activity
$8,600
Direct and inferred matches are identified. Unmatched payments remain visible in the period total.
Illustrative report · Sample amounts, not customer results
Spot recurring customer concerns
Track supported themes in saved call analysis, compare periods, and open the calls behind a pattern.
Build a shared library of examples
Save calls and excerpts in conversation collections, add team notes, or use live filters to keep relevant calls together.
Build custom dashboards, compare activity across locations, and schedule PDF reports so your team can review performance without rebuilding the same report each week.
Built around real customer workflows
Built for service businesses whose phone keeps ringing.
If a call, text, or email starts work your team has to finish, nexTalker fits. These are the workflows we see most often.
Logistics, parking & location-based operations
Give AI a role in sales, customer support, and operations.
Help drivers find parking, support reservation and access questions with configured business tools, and keep human teammates involved in exceptions and follow-up. TRUX’s workflows show how these roles connect.
Respond while interest is high and keep every opportunity moving.
Qualify sellers, buyers, tenants, or contractors from phone and digital conversations, capture the property and timeline, assign the right owner, and continue follow-up across the sales pipeline.
Route urgent needs without losing routine follow-up.
Handle leasing, maintenance, support, and service requests with the right schedule and escalation path. Give people immediate help while your team gets an owned, prioritized work queue.
Capture the address, the problem, and the urgency while your crew is on site. Book the visit or arrange a callback, and keep the request with the customer so the morning starts with a plan.
Route form, chat, call, and email leads to the right rep in seconds, with a response deadline, escalation when it is missed, and a booking link in the first reply.
Let AI draft the reply to routine questions in info@ or support@, with a person approving until you trust it, and hand the rest to the right owner with the whole history attached.
Give your agent a defined sales, support, or operational role. It can answer with your business information, capture customer needs, use supported business lookups, and connect the next action to your team. TRUX’s configured parking workflows include location availability, booking and payment-status lookups, and verified access support. Your agents’ tools and responsibilities depend on your systems, permissions, and setup.
Where should my team start?
Bring one customer workflow to the demo, such as answering after-hours calls, responding to website inquiries, or keeping sales follow-up on track. We’ll walk through the relevant channels, customer records, and team responsibilities, then discuss the setup and integrations you need.
How will nexTalker fit into our phone setup?
nexTalker supports AI call answering and transfers to your team. During setup, we’ll review your existing number, phone provider, business hours, and routing needs to determine how calls should reach nexTalker and when a person should take over.
Can we use our own email addresses?
Yes. Verify your domain in Settings and your team sends from shared addresses like info@ or support@ and from their own work addresses, which stay private to them. Replies route to the inbox that owns the address and link to the contact. Shared inboxes can also be answered by an AI agent, with a person reviewing each draft until you turn that off. We’ll review your domain and current email setup during onboarding.
What happens when a customer needs a person?
The AI can transfer live calls to your team. Website visitors can request a human handoff or arrange a callback, with alerts and callback tasks helping your team respond. Customer history and the source conversation stay available so a teammate can pick up with context.
Can NexTalker replace HubSpot, Zendesk, and our other tools?
Yes. NexTalker is an all-in-one platform with CRM, sales pipelines, lead routing, meetings and booking pages, email campaigns, customer support workflows, AI calls, SMS, email, website chat, tasks, follow-up automation, and a Chrome extension. It can replace workflows you currently run in tools such as HubSpot and Zendesk. Bring your required capabilities to the demo so we can map your migration. You can also keep supported systems connected during a transition, including HubSpot.
Does AI decide when customer work is finished?
AI can suggest tasks and flag work that may already be done based on later conversations. Your team can inspect the evidence, mark the task done, or keep it open. Some organizations also enable automatic completion for qualifying evidence; the behavior depends on your setup.
What can a customer Journey automate?
Journeys can react to call outcomes, pipeline stages, inactivity, tags, business events, and AI-detected call content. They can send SMS and email, deliver a voice drop, create a task, route a lead, update deal work, wait for replies, and stop when an exit condition is met.
How do we switch without breaking what works?
Pick one workflow, such as after-hours calls or inbound leads, import the records it needs, and run it with your team. Keep HubSpot or your current CRM connected through the supported connector while you decide what else to move. Retire each tool when the workflow it ran is working in NexTalker, not before.
Can customers book time with my team?
Yes. Every person gets a booking page, and teams get round-robin pages that rotate across whoever is available. Busy time from a connected Google Calendar is removed, customers get confirmations and reminders, and they can reschedule or cancel from the link. The booking lands on the contact’s record, and Journeys and templates can include the booking link.
Does NexTalker send marketing email?
Yes. Build a campaign to a saved segment or static list in the rich-text composer, test two subject lines, resend to non-openers, and read the results by recipient. Recipients manage subscription types on a hosted preference page. A click or open can hand the contact to a Journey that texts them or creates a call task for their owner.
How does the Chrome extension fit in?
Phone numbers on any website get a call button, and the side panel keeps the dialer, the contact behind the number, and your task list beside the page. Select contact details to find or add a contact, or process copied text and screenshots. Nothing is called, sent, or saved until you confirm it.
Can managers review performance across the team?
Managers can review calls against approved playbooks, give feedback, and assign text role-play. Dashboards and reports help teams review activity, locations, and completed work. Ask AI provides answers with source references. With Stripe connected, owners can also review payments matched to activity, with direct and inferred matches identified.
How do we get pricing and a setup plan?
Request a demo and share your team size, communication channels, expected usage, and existing tools. We’ll discuss pricing and a setup plan around those needs, including the workflows you want to start with.
See nexTalker in action
Bring a customer workflow. We’ll show you what’s possible.
Start with a real request your team handles. See how conversations, customer records, and follow-up work fit together in nexTalker.