Nex
Integrations
📅 Meeting & Planning
📋 Company Standards
👥 CRM / Projects
💰 Quoting
📊 Financials
Contacts
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All Tiers
🟠 Tier 1
🔵 Tier 2
🟣 Tier 3
All Status
Vetting
Lead
Active
Proposal
Won
Name
Tier
Status
Projects
Next Follow-Up
Last Note
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Projects
Notes
Follow-Up
Add Contact
Full Name *
Company
Email
Phone
Target Tier
— Select tier —
Tier 1 · Foundation ($500–$8k)
Tier 2 · Growth ($8k–$50k)
Tier 3 · Scale ($50k–$250k+)
Status
Vetting
Lead
Active
Proposal Sent
Won
Lost
Inactive
Source
— How did you meet? —
Personal network
Referral
Community event
Conference
Social media
Partnership
Cold outreach
Other
Next Follow-Up
Convert to Project
Project Name *
Description
Project Type *
External — client or outside work
Internal — something we build for ourselves
Continuous Improvement — how we operate
Owner / Champion
Size
Small
Medium
Large
Status
Idea
Vetting
Approved
Active