Nextiva CRM Review 2024 | My Experience & Key Features

Understanding Nextiva

Founded in 2006 by Tomas Gorny, Nextiva is a voice-over internet service provider (VoIP service provider) based in Arizona. The company focuses on cloud-based communications to provide clients with an intuitive portal that is reliable and accessible for large and small businesses.

In June 2008, Nextiva was voted #1 Business provider based on feedback regarding reliability, customer service and price. The following year, Nextiva won the Product of the Year award from Unified Communications Magazine as well as experiencing a record growth of over 400% in new business customers.

More prestigious awards

Nextiva phone service has also received other prestigious awards. One notable accolade is the Best Business Phone Service award from PCMag. It recognized Nextiva phone service’s exceptional voice quality, advanced features, and reliable performance. It has also been awarded on numerous occassions with the Stevie Awards for delivering top-notch support to its clients. Thanks to the company’s cutting-edge technology, the company has also gained recognition and is now a leader in the VoIP phone service sector.

Nextiva phone service is a robust communications platform that offers a vast range of benefits to businesses. The advantages are numerous and can greatly enhance a company’s communication capabilities. This tool offers advanced features such as voice over internet protocol services (VoIP service), conferencing capabilities, video calls and instant messaging. All these features provide seamless communication channels for employees and clients. It also enables teams to collaborate effectively and boost overall productivity.

When it comes to scalability and flexibility, Nextiva’s cloud-based VoIP services system is the perfect solution for any size business. Indeed, businesses can easily add or remove users, purchase additional features, and adapt to their changing needs without requiring significant IT infrastructures.

Nextiva for Sales

Nextiva offers a range of sales features that are designed to streamline your sales process. With Nextiva’s lead management features, you can easily capture, organize, and nurture leads, ensuring no opportunity slips through the cracks. So let’s have a look at how Nextiva’s features can be used for sales and how they contribute to the sales process.

Sales is all about effective communication, and Nextiva can improve sales team collaboration by centralizing all your communication channels. That means saying goodbye to endless email threads and staying on top of important updates. Not only that, but it also enhances customer communication. With features like call forwarding, video calling, voicemail transcription, and auto-attendants, you can ensure that every customer interaction is professional.

Powerful tools

If you are looking for powerful sales analytics tools, Nextiva allows you to monitor your team’s performance, identify trends, and make data-driven decisions. With real-time dashboards and customizable reports, you have all the insights you need to optimize your sales strategy and drive revenue. But that’s not all – Nextiva lets you generate custom reports tailored to your specific needs. Whether you want to track conversion rates, analyze pipeline data, or measure individual performance, Nextiva’s reporting capabilities have got you covered.

If you’re in sales, you know how important it is to have all your customer information in one place. Nextiva understands this too. And that is why it offers seamless integration with CRM systems. With Nextiva’s CRM integration, you can access all your customer data and history right from the Nextiva platform. No more jumping between different software tools or wasting time searching for information. It’s all right there at your fingertips, helping you streamline your sales processes and close deals faster.

Personalize your interactions

Having access to CRM data is great, but it’s even better when you can use it to your advantage. With Nextiva, you can leverage CRM data to fine-tune your sales efforts. Use the information to personalize your interactions with customers, understand their needs better, and offer tailored solutions. By understanding your customers on a deeper level, you can increase your chances of success and build stronger relationships. Nextiva empowers you to make data-driven decisions, making your sales process more targeted and effective.

Sales calls are critical for any sales team, and Nextiva’s phone system solutions take them to the next level. With features like call recording and call monitoring, you can ensure that your sales calls are on point. You can review and analyze calls to identify areas for improvement, provide better training for your team, and enhance your overall sales performance. Plus, Nextiva’s call center features allow you to track call metrics and gain valuable insights into your team’s performance. That means you can continuously refine your approach and maximize your sales success.

Customized calls

With Nextiva, managing call queues and routing becomes a breeze. You can set up customized call routing rules to ensure that calls are directed to the right salesperson at the right time. Nextiva’s phone system solutions help you efficiently manage your incoming calls. This enables you to provide exceptional customer service and increase your chances of closing deals. It’s like having your own personal assistant, ensuring that every call is handled with care and professionalism.

With Nextiva, you can also automate repetitive sales tasks, such as sending follow-up emails or updating customer records. This frees up your time to focus on more important activities, like building relationships and closing deals. Nextiva’s workflow features streamline your sales processes, making them more efficient and allowing you to accomplish more in less time.

Prioritizing leads

Nextiva’s automation capabilities go beyond task automation. They help you streamline your entire sales process. With features like lead scoring and automated lead assignment, Nextiva ensures that your sales team focuses on the most promising opportunities. By prioritizing leads and automating the lead assignment process, Nextiva helps you optimize your sales efforts and improve your overall sales performance.

Nextiva doesn’t just provide excellent sales tools; it also offers resources to help you improve your skills. With Nextiva’s training resources, you can access valuable training materials, sales techniques, and industry insights. Whether you’re a seasoned sales professional or just starting out, Nextiva’s training resources can help you stay ahead.

In addition to training resources, Nextiva offers coaching features to support your sales success. These features allow sales managers to provide real-time feedback, guidance, and coaching to their team members. With Nextiva’s coaching features, you can identify areas for improvement, address any challenges, and help your team reach their full potential. Whether it’s a quick pep talk or a comprehensive coaching session, Nextiva empowers you to be a sales superhero and lead your team to victory.

Highest Rated Features

One of the standout features at Nextiva praised by users and industry experts alike, is the advanced call management capabilities. Nextiva offers a range of powerful tools to enhance productivity and streamline communication processes. With features such as auto attendant, users can create professional greetings that guide callers to the appropriate department. This improves customer experience and minimizes waiting times.

Additionally, Nextiva’s call forwarding feature allows users to seamlessly redirect calls to any device or location, ensuring you never miss an important call. The robust analytics and reporting capabilities provided by Nextiva allow businesses to gain valuable insights into their communications performance. This helps them identify areas for improvement and make data-driven decisions. These top-rated features exemplify Nextiva’s commitment to delivering comprehensive and efficient communication solutions for businesses of all sizes.

Other impressive features offered by Nextiva include:

• Video conferencing capabilities
• Toll free minutes (toll free number)
• Unlimited voice and video calling
• Award winning VoIP service features
• Call recording services

User Experience

Nextiva offers a seamless user experience that sets it apart from competitors. With its intuitive interface and comprehensive features, Nextiva empowers professionals to communicate effectively and efficiently. The platform ensures effortless navigation through its sleek design, making it accessible for users of all technical backgrounds. From combined communications to team collaboration tools, Nextiva leaves no aspect of business communication untouched.

The user-friendly dashboards provide real-time analytics and reporting, enabling businesses to make data-driven decisions. In addition, it constantly innovates and upgrades its services to keep up with technological advancements. This ensures customers are always equipped with cutting-edge solutions. Overall, Nextiva excels in enhancing professional user experience by providing a feature-rich platform combined with exceptional support and continuous innovation.

Lowest Rated Features

One of the lowest-rated features at Nextiva, is the customer support response time. While agents strive to offer excellent service, some customers have expressed frustration with delays in getting assistance from their support team. This issue can result in prolonged downtime or disruptions for businesses, impacting productivity and overall customer satisfaction. Moreover, some clients believe that the expertise of the support staff could be improved to provide more effective solutions.

Additionally, the lack of integrations with other popular business software tools has been mentioned as a drawback by several users. Although Nextiva offers comprehensive communication solutions, the limited integration options hinder seamless workflow across various platforms and systems utilized by businesses today. These criticisms indicate areas where improvements are necessary for Nextiva to enhance their customer experience and remain competitive in the market.

Integration and Compatibility

Nextiva’s integration and compatibility with a mobile and desktop app are essential features that set it apart from other communication solutions on the market. Nextiva integrates with software integrations including:

• MS Outlook and Google contacts
• Nextiva CRM
• Salesforce
• HubSpot
• Zendesk
• Sugar CRM
• Microsoft Dynamics.

However, some integrations, such as Microsoft Teams, are only available to Enterprise-level customers. With extensive business communication features, Nextiva can integrate with existing phone service tools, eliminating the need for expensive hardware upgrades.

When it comes to compatibilty, Nextiva gives its users the flexibility to communicate from anywhere, at anytime. It supports various devices such as desktops, laptops, smartphones, cell phone devices, and tablets. This level of flexibility allows businesses to stay connected regardless of their location or device.

A Nextiva mobile app is an essential tool for businesses seeking seamless communication and enhanced productivity on the go. The Nextiva desktop app or Android and iOS app allow users to work from any location and increase productivity. In fact, the apps provide professionals with a comprehensive suite of features to streamline their daily operations. They come equipped with advanced collaboration tools like screen sharing, unlimited calling, and video conferencing. You can also find additional features such as voicemail transcription, a toll free number and unlimited video calls. This fosters effective team communication even when remote or on business trips.

With a user-friendly interface and robust security measures, such as encrypted data transmission and two-factor authentication, these apps ensure that sensitive business information remains protected. In short, Nextiva mobile apps empower professionals to maintain optimum communication efficiency while staying productive no matter where they are.

Pricing and Value

Nextiva’s pricing plan offers three packages for its business phone systems. Companies that need a basic system can use the more affordable plans, whereas those who want sales productivity and ticket management features can opt for a more robust plan. All plans include:

• Powerful VoIP phone service features
• Unlimited nationwide calling
• Online fax
• Local and toll-free numbers
• Voicemail to email
• Toll free minutes
• Auto attendant.

In addition, it’ll migrate your existing phone numbers at no charge.

The Nextiva Essential plan comes at $18.95 per user, per month and offers an array of impressive features. These include unlimited calls & video calling, voicemail transcription, and toll-free numbers in the U.S and Canada. Users can also enjoy Outlook/Google Contacts Integrations, unlimited internet faxing, unlimited conference calls with unlimited participants, and unlimited calling.

The Professional plan is priced at $22,95 per user, per month. users will have access to the same features as the Essential plan plus Unlimited conference calls for 40 participants, Unlimited video conferencing, Screensharing and Auto attendant (multi-level). They will also have access to Mobile and Desktop SMS/MMS and Salesforce/HubSpot Integrations.

The Essential Professional Enterprise plan is designed for small and medium teams. At $32.95, it offers the same features as the Professional plan and includes valuable add-ons like unlimited video conference and recording with unlimited participants. This plan offers features integrations with Microsoft Teams, Oracle Sales Cloud, and ServiceNow, making it a more versatile and streamlined option. Apart from offering a great selection of tools, it’s easy to see why U.S. News ranked Nextiva the best business phone system in 2020, 2021, 2022, and 2023.

Alternatives

When comparing Nextiva to Five9, it is evident that both offer comprehensive solutions with their own unique strengths. Nextiva stands out by providing a user-friendly and intuitive interface, making it easy for agents to handle customer interactions efficiently. Additionally, its advanced analytics tools allow businesses to gain valuable insights and improve overall performance.

On the other hand, Five9 excels in offering extensive customization options and scalability, making it ideal for companies with complex needs. And, Five9’s innovative solutions also allow for the integration of chatbots and AI. Five9’s integration capabilities with numerous CRM systems enhance agent productivity and streamline workflow processes. However, the choice between Nextiva and Five9 will depend on specific requirements as both platforms serve as robust choices for organizations seeking professional contact center solutions.

While Five9 offers exceptional features and benefits, it is important to consider the cost factor. Compared to Nextiva, Five9’s services come at a higher price point. However, the added value and advanced capabilities provided by Five9 may justify the investment for businesses seeking comprehensive and cutting-edge contact center solutions.

A vast selection of phone services

Dialpad is another prominent cloud-based communication platform that provides a wide range of business phone services. On top of that, it offers an appealing discount for annual billing, making it an attractive option for organizations that prioritize cost-effectiveness.

However, it is worth noting that Dialpad’s extensive features may be overwhelming for small businesses. While these features can bring significant benefits, they may require additional time and effort to fully comprehend and utilize effectively. Additionally, contact center planning with Dialpad may require sales engagement, which could be a drawback for certain businesses.

In terms of pricing, Dialpad offers different packages. The Standard package, priced at $15 per user per month, provides essential features for businesses. The Pro package, priced at $25 per user per month, offers more advanced functionalities. For larger enterprises, Dialpad offers customized pricing for its Enterprise and Contact Center packages, ensuring tailored solutions to meet specific requirements.

Security and Compliance

Nextiva’s network is monitored 24/7 and data is protected with transport layer security (TLS) and secure real-time transport protocol (SRTP) encryption between all endpoints. As a result, Nextiva offers:

• HIPAA-compliant services and features for phone service tools
• Multi level auto attendant features
• Call recording
• Virtual fax
• Video conferencing
• Integrations with single sign on.

It also audits according to ISO/IEC 27001 certification security standards. Nextiva also routinely employs third-party audits to frequently check for potential vulnerabilities so that it can eliminate them. Additionally, the company monitors accounts for any irregular or suspicious activity.

Suitability Assessment

Nextiva business phone system tool integrates seamlessly with popular CRM and productivity tools such as Microsoft teams and Slack. That means it brings together communication, customer management and productivity tools into an easy-to-use unified work hub. This integration makes communication more conveniente and eliminates the hassle of switching between different applications.

Choose Nextiva if:

You foster teamwork – Nextiva business phone systems services offer instant messaging and team messaging. This allows organizations to communicate internally. With features like group chats, screen sharing, file sharing, and message history, teams can collaboratein real-time and reduce the reliance on email communication.

You want to replace traditional phone calls with a more cost-effective solution – With Nextiva’s VoIP phone services, businesses can make and receive calls using an internet connection. This enables users to save on long-distant calls and access advanced features such as call forwarding, voicemail and virtual extensions.

You often carry out video conferencing – Nextiva’s video conferencing and and collaboration tools facilitate face-to-face interactions, document sharing, and real time collaboration regardless of geographical barriers and number of users.

Avoid Nextiva if:

You want 24/7 customer support services – Unfortunately, Nextiva doesn’t offer 24/7 support. Instead, its live chat service operates from Monday to Friday from 8AM – 4PM AZ time. When the support team is offline, you can always send you query about the phone system via an embedded form. Simply include your email, your phone number and question and you will receive a reply within 24 hours.