20 Integrated Modules

The entry-point CRM powering external contact management. Engage provides leads, organisations, tickets, and a kanban pipeline out of the box. It shares the same contact and organisation data layer with IntraLock CRM, so upgrading is seamless — no data migration needed.

• ✓ Leads, contacts, and organisations with custom fields
• ✓ Kanban pipeline with drag-and-drop stage management
• ✓ Support tickets and help-desk queuing
• ✓ Outreach email logging and timeline view
• ✓ Shared data layer with IntraLock for zero-friction upgrade

The advanced enterprise CRM. Full sales pipeline management with deal probability, AI lead scoring (0–100 with colour badge), invoicing, contract management, and deep analytics. Ideal for sales teams that need visibility across every stage of the revenue cycle.

• ✓ Full sales pipeline with weighted probability forecasting
• ✓ AI Lead Scorer: 0–100 score with GREEN/AMBER/RED badge
• ✓ Native invoicing with Stripe, Xero, and QuickBooks integration
• ✓ Contract creation with e-signature support
• ✓ AI email composer and meeting summariser built in

Email marketing and campaign automation. Create drip sequences, send broadcast campaigns with AI-written copy, and run A/B tests across subject lines and content. Deep CRM integration means segmentation is always based on live contact data.

• ✓ Drag-and-drop email campaign builder
• ✓ AI-generated email copy with tone and length controls
• ✓ Drip sequence builder with conditional branching
• ✓ A/B testing on subject lines and content blocks
• ✓ Real-time analytics: opens, clicks, bounces, unsubscribes

Social media scheduling and AI content generation. Plan and queue posts for Twitter/X, LinkedIn, and more. AI generates platform-specific captions from a single brief. Twitter OAuth 1.0a for direct API publishing.

• ✓ Multi-platform scheduling queue for Twitter/X and LinkedIn
• ✓ AI caption generation: provide a brief, AI does the rest
• ✓ Twitter OAuth 1.0a for direct publishing from neXmis
• ✓ Post calendar view with drag-and-drop rescheduling
• ✓ Analytics: impressions, engagement, link clicks per post

Survey and form builder with CRM integration. Build multi-step forms with conditional logic, embed them anywhere, and automatically push responses into CRM as new leads or contact notes.

• ✓ Drag-and-drop form builder with 12 field types
• ✓ Conditional logic and multi-step form flows
• ✓ Auto-create CRM leads from form submissions
• ✓ Analytics dashboard: completion rates, drop-off points
• ✓ Embeddable on any website via iframe or JavaScript snippet

A white-label client-facing portal. Share documents, progress dashboards, invoices, and messages with external clients under your own branding. Fully configurable colours, logo, and domain.

• ✓ Branded portal with custom logo, colours, and domain
• ✓ Document sharing with access-controlled file library
• ✓ Invoice viewing and download for clients
• ✓ Progress dashboards showing learning or project status
• ✓ Secure messaging thread per client account

The flagship Learning Management System with adaptive AI. Build courses, publish SCORM content, create assessments, and award certificates. AI recommends the next best course per learner based on their progress, gaps, and role profile.

• ✓ Course builder: text, video, SCORM, and quiz blocks
• ✓ SCORM 1.2 and SCORM 2004 compliant player with xAPI
• ✓ Adaptive learning: AI suggests next-best course per learner
• ✓ Auto-issue branded PDF certificates with QR verification
• ✓ Cohort and programme scheduling with waitlist management

Dedicated apprenticeship programme management. Assign caseloads to coaches, log off-the-job training hours, track EPA readiness, and generate Ofsted-ready evidence portfolios automatically.

• ✓ Caseload assignment and coach capacity management
• ✓ Off-the-job training hour logging with evidence upload
• ✓ EPA readiness tracker with gateway criteria checklist
• ✓ Automated Ofsted evidence portfolio generation
• ✓ Progress reviews with digital sign-off workflow

Membership and cohort management for associations, bodies, and training networks. Handle fee collection, renewal automation, and site-level access in one place.

• ✓ Multi-site and cohort structure with hierarchy
• ✓ Membership fee management with Stripe recurring billing
• ✓ Automated renewal reminders and grace period handling
• ✓ Member portal access with role-based permissions
• ✓ Bulk enrolment of cohort members to Attain LMS courses

360-degree performance assessment and appraisal management. Define competency frameworks, schedule appraisals, collect multi-rater feedback, and track outcome trends over time.

• ✓ Competency framework builder with weighted scoring
• ✓ 360-degree multi-rater feedback collection
• ✓ Appraisal scheduling with calendar reminders
• ✓ Outcome tracking: individual and team trend charts
• ✓ Export to PDF for HR records and accreditation evidence

Quality assurance, auditing, and inspection management. Schedule structured observations, capture graded evidence, and produce inspection-ready reports with automatic narrative generation.

• ✓ Inspection schedule builder with assigned assessors
• ✓ Graded evidence capture with photo and file upload
• ✓ Compliance-ready report generation with narrative AI assist
• ✓ Trend analysis: grade distributions over time
• ✓ Ofsted and ESFA framework alignment templates

Enrolment orchestration and delivery plan management for Attain LMS. Manage learner assignments across programmes, schedule content delivery, and generate completion reports.

• ✓ Delivery plan builder with milestone scheduling
• ✓ Learner assignment to programmes and cohorts
• ✓ Automated enrolment notifications and reminders
• ✓ Completion tracking with configurable pass thresholds
• ✓ Integrated reporting dashboard for training managers

End-to-end recruitment and HR scheduling. Post jobs, manage candidate pipelines, schedule interviews with Google/Outlook calendar sync, and issue offer letters — all without leaving neXmis.

• ✓ Job board publishing with structured vacancy management
• ✓ Candidate pipeline with stage-based kanban view
• ✓ Interview scheduling with Google and Outlook calendar sync
• ✓ Offer letter generation with e-signature integration
• ✓ Onboarding checklist automation on offer acceptance

AI-driven compliance management for GDPR, BCR, and PCI-DSS. Automated risk scanning flags checklist items as LOW / MED / HIGH / CRITICAL. Maintains an immutable audit trail and generates regulatory reports on demand.

• ✓ AI risk scanning: flags GDPR, BCR, PCI-DSS items automatically
• ✓ Checklist builder for any regulatory framework
• ✓ Immutable audit trail with cryptographic signing
• ✓ Article 30 ROPA record generation for GDPR compliance
• ✓ Configurable FCA RegTech feed integration for UK financial firms

AI-powered workflow automation. Describe a business process in plain English and AI generates the full JSON pipeline ready to deploy. Supports complex branching, delay timers, cross-module actions, and webhook triggers.

• ✓ AI Workflow Composer: describe in English, deploy in seconds
• ✓ Visual pipeline builder with if/else branching
• ✓ Trigger types: form submission, deal stage, date, webhook
• ✓ Cross-module actions: update CRM, enrol learner, send email
• ✓ Execution log with per-step status and error trace

Real-time collaborative documents with WebSocket live editing, shared cursors, inline comments, and full revision history. Link documents to any CRM deal, learner record, or compliance item.

• ✓ WebSocket real-time co-editing with shared cursors
• ✓ Inline commenting and @mention notifications
• ✓ Revision history with per-version diff view
• ✓ Link documents to CRM deals, learner records, and more
• ✓ Export to PDF or Word with branded header/footer

Built-in content management and publishing. Write and publish blog posts, knowledge articles, and news updates with SEO metadata, featured images, categories, and editorial approval workflows.

• ✓ Rich text editor with image and embed support
• ✓ SEO fields: meta title, description, and canonical URL
• ✓ Categories, tags, and featured image management
• ✓ Editorial states: draft, review, scheduled, published
• ✓ RSS feed and sitemap auto-generation

Centralised file and asset management. Organise files into folder hierarchies with version control, granular permissions, and xAPI learning record store integration for tracking file-based learning assets.

• ✓ Folder hierarchy with drag-and-drop organisation
• ✓ File versioning: upload new version while preserving history
• ✓ Granular permissions: role-based and individual access
• ✓ xAPI LRS integration for learning asset completion tracking
• ✓ Direct link sharing with expiry and password protection