Socialfy Nexus · native channel of Socialfy CRM

Your company’s conversations, on your company’s screen.

Audio, WhatsApp calling and the message actions that were missing — inside the CRM, on your number. The phone becomes just a phone again.

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illustrative demo

What the CRM alone doesn’t do

The sale happens on WhatsApp. And WhatsApp lives outside the operation.

The audio that closes the deal comes from someone’s phone — and disappears with them.

The audio is created in the CRM conversation: record, send, and it stays in history.

Calling a lead means leaving the system, dialing on a device and taking notes later.

The call is created from the conversation: dialer on screen, number prefilled.

React, reply citing, correct, delete — all without grabbing the phone.

Message actions live on the screen where the team answers.

The SIM died at night. The customer is the one who notices.

The number’s status sits at the top of the screen: green connected, red down.

The problem wasn’t WhatsApp. It was that it lived outside the operation.

The channel, chapter by chapter

Five things the team can do without leaving the screen.

Audio and media

Audio is created inside the conversation.

Press, speak, release. The audio is recorded on the CRM screen and sent in the chat — same for voice note, image, video and document.

What was said is where the operation sees it, not on the speaker’s device.

Message actions

The message is no longer untouchable.

React, quote-reply, forward, edit and delete — directly on the bubble, in the CRM screen, like the device was in hand.

Edit applies to your message shortly after sending — same rule as WhatsApp. Contact name and photo update automatically on the profile.

Nexus Call

The call is born from the conversation.

One click on the contact and the dialer opens on screen with the number filled. Dialing, ringing, on call — your audio goes through the browser, via WhatsApp.

Each call enters the history, and the dashboard tracks goals and the team’s call report.

House numbers

Every company number, connected and monitored.

An existing number connects via QR, scanned from the device. Meta’s official channel links in about half a minute.

Multiple numbers? Switching happens inside the conversation. Each SIM shows its health on the dashboard — green breathing, red shouting.

LinkedIn

LinkedIn with the same hands.

Voice note in the LinkedIn conversation, the same message actions, and the lead’s profile — LinkedIn and Instagram — one click from the contact record.

Socialfy Prospector starts new conversations at scale. Nexus handles the existing conversation — in the same place as the others.

Socialfy ecosystem

A native channel. Not bolted on — born in the same family.

What enters via Nexus lands in the CRM memory — contact, conversation, history — and the other pieces see it immediately.

Socialfy Nexus is the Socialfy ecosystem channel: it connects WhatsApp, calling and LinkedIn to Socialfy CRM, which stores contact, conversation and history — alongside Socialfy Prospector, FormFlow and ECO.

A standalone tool sticks on the outside — and breaks on the outside.

A house piece is born inside. The contact who replies on WhatsApp is the same one in the pipeline, calendar and history. No exports.

Get to know Socialfy CRM

Frequently asked questions

What everyone asks before connecting.

Short, honest answers. Anything that depends on your case we’ll answer in the conversation.

Does my number stay mine?

Yes. The number you already use connects — scanned by QR from the device or connected via Meta’s official channel. It remains yours.

Do I need to install anything on the team’s phones?

No. Nexus runs inside Socialfy CRM, in the browser. The team answers on the same screen they already work on.

If the SIM drops, how do I know?

From the top of the screen: the number indicator is green when connected and red when it drops. On the dashboard each SIM shows its health.

Can I use more than one number?

Yes. Company numbers coexist in the same account, and agents switch numbers without leaving the conversation.

Does Nexus send LinkedIn messages for me?

No. On LinkedIn it handles existing conversations: voice notes, message actions and one-click lead profiles. Prospecting at scale is Socialfy Prospector’s job.

What’s recorded from calls?

Calls enter the conversation history — who called, when, how long — and the dashboard consolidates the report and the team’s call goals.

Your team already answers all day. What’s missing is the conversation happening inside the operation.

Get to know Socialfy CRM

Plans and pricing: presented in the diagnostic conversation.