Contacts and companies
One record holds the person, company, consent state, notes, activities, deals, tickets, and AI assists.
- CSV import and export
- Dedupe and merge
- Custom fields without schema chaos
Full CRM surface, calm by default
Everything your front office needs, without making the tool the job.
Nestree combines sales, marketing, support, AI, and adaptive workspace controls on a shared relationship model. You get breadth without a setup project.
Nestree workspace
One model, many workflows
Contacts
Timeline
Deals
Segments
AI assists
Support
Tasks
Reports
Settings
The modules are connected because the data is connected.
A sales note can inform support. A support ticket can affect lead scoring. A campaign can write back to the contact timeline. That is the point of one CRM.
Deals and pipeline
Run opportunities in a table or kanban board, keep multiple contacts attached, and move work without losing history.
- Realtime pipeline
- Multi-currency deals
- Stage-change timeline
Tasks and follow-up
Stay on top of calls, emails, meetings, and overdue work from the same place as the contact context.
- Today and overdue views
- Contact and deal links
- Usage-aware next actions
Marketing-lite
Build segments, campaigns, and forms from the same customer data while consent gates stay enforced in the database.
- Consent-safe recipients
- Public forms
- One-click unsubscribe
Support-lite
Handle tickets, replies, SLAs, and customer-visible support history inside the same unified relationship timeline.
- Shared inbox
- Ticket numbers
- SLA awareness
Assistive AI
Summaries, drafting, capture, enrichment, and natural-language search help users move faster while humans stay in control.
- AI labels
- Cost caps
- Minutes-saved visibility
Designed around first value.
The product nudges new teams toward the activation path that matters: real contacts, real follow-up, and visible progress in the first session.
- 1
Import or add a contact
Start from a CSV, a manual contact, or safe sample data.
- 2
Create a deal or segment
The work stays attached to the same relationship record.
- 3
Log the first activity
The work stays attached to the same relationship record.
- 4
Use AI to summarize or draft
AI assists stay labeled, logged, capped, and reviewable.
- 5
Save the view, assign work, and keep moving
The work stays attached to the same relationship record.