neXmis Marketplace

AI-powered LMS with adaptive learning paths

Full-featured Learning Management System with adaptive AI that recommends the next best course per learner. Supports SCORM, xAPI, assessments, certificates, and cohort management.

GDPR, BCR & PCI-DSS compliance automation

AI-driven compliance management covering GDPR, BCR, and PCI-DSS. Automated risk scanning flags items as LOW/MED/HIGH/CRITICAL. Full audit trail and regulatory reporting.

Email campaigns, drip sequences & A/B testing

Full email marketing suite with AI-generated copy, drip automation, A/B testing, and advanced analytics. Seamlessly integrates with Engage and Intralock CRM.

Advanced sales pipeline, invoicing & contracts

Enterprise CRM with full sales pipeline, AI lead scoring, invoicing, contract management, and deep analytics. Shares contact/lead data with Engage for seamless handoffs.

External CRM with leads, tickets & kanban

The free-tier CRM powering external contact management. Leads, organisations, tickets, kanban pipeline, and outreach — all sharing a single data layer with IntraLock.

Real-time docs with WebSocket collaboration

Shared document workspace with real-time WebSocket editing, shared cursors, inline commenting, and revision history. Integrates with task management workflows.

Quality assurance, auditing & inspection trails

QA and inspection management module. Create structured audit schedules, assign inspectors, capture evidence, and generate compliance inspection reports automatically.

Apprenticeship management & caseload tracking

Dedicated apprenticeship management with caseload assignment, progress tracking, off-the-job hours logging, and EPA preparation. Built for training providers.

Membership management, cohorts & fees

Full membership lifecycle management including site/cohort groupings, fee management, renewal automation, and member portal access.

Performance assessment & outcomes tracking

360-degree performance evaluation with structured assessment templates, outcome tracking, appraisal workflows, and trend analytics across individuals and teams.

Job board, recruitment & calendar sync

End-to-end recruitment with job board publishing, candidate pipeline, interview scheduling with Google/Outlook calendar sync, and offer management.

Survey & form builder with analytics

Drag-and-drop form and survey builder with conditional logic, multi-step forms, analytics dashboards, and direct CRM data push for auto-creating leads.

Social scheduler with AI-generated captions

Multi-platform social media scheduler with AI caption generation for Twitter, LinkedIn, and more. Twitter OAuth 1.0a for direct publishing.

Content management & publishing workflows

Built-in blogging and content publishing with categories, tags, SEO metadata, featured images, and editorial workflow states. Free for all plans.

AI workflow composer with triggers & actions

Visual workflow automation with AI-powered pipeline generation. Describe a workflow in plain English and AI creates the full JSON pipeline. Supports complex branching.

File management, asset library & xAPI records

Centralised file and asset management with folder structures, version control, xAPI learning record store integration, and granular permission controls.

White-label client-facing portal

Branded client portal with document sharing, progress dashboards, messaging, and invoice access. Fully white-labelable for training providers and enterprises.

LMS enrolment management & delivery tracking

Enrolment orchestration layer for Attain LMS. Manages learner assignments, delivery plans, cohort scheduling, and completion reporting.

Legally binding e-signatures on any document

Native e-signature capture with audit trail, signer notification, and certificate of completion. Integrates with Intralock contracts and Contain file library.

SCORM 1.2 & 2004 content playback

Full SCORM 1.2 and 2004 compliant player with completion tracking, score reporting, and xAPI pass-through. Drop any SCORM package into Attain LMS.

Hosted video with progress tracking

Upload, host, and stream video lessons with chapter markers, watch-time tracking, quiz overlays, and automatic transcript generation via AI.

Push neXmis data to Power BI dashboards

REST connector exposing neXmis CRM, LMS, and compliance data as Power BI datasets. Schedule automatic refreshes and build custom executive dashboards.

Live FCA regulatory update feed for UK firms

Real-time FCA regulatory news and policy update feed integrated directly into Conform. AI-parsed summaries highlight impact on your compliance posture.

Immutable event log for GDPR Article 30 records

Cryptographically signed event log capturing all data access, modifications, and exports. Generates Article 30 Records of Processing Activities automatically.

Automated referral tracking & rewards

Track referrals from any CRM contact. Automated reward triggers, referral link generation, and conversion attribution. Free for all plans.

Cross-module BI reports with scheduled delivery

Build cross-module reports combining CRM, LMS, and compliance data. Schedule PDF delivery, set threshold alerts, and export to CSV or Excel.

Full white-label branding on all modules

Replace all neXmis branding with your own logo, colours, and domain. Includes custom login page, email templates, and client portal theming.

SAML 2.0 & OIDC single sign-on

Enterprise SSO via SAML 2.0 and OIDC. Compatible with Azure AD, Okta, Google Workspace, and any SAML-compliant identity provider.

CSV/Excel bulk data operations across all modules

Import and export contacts, leads, learners, courses, and compliance records via CSV or Excel. Smart column mapping and validation with error reporting. Free for all plans.

Invoice & bill in any currency with live rates

Multi-currency support across invoicing, subscriptions, and payments. Live exchange rates via ECB feed. Stripe and PayPal both honour currency settings.

Add any field type to any record across all modules

Extensible custom field engine. Add text, number, date, select, multi-select, and file fields to contacts, leads, courses, and compliance records. Free for all plans.

Auto-generated & verifiable PDF certificates

Auto-issue branded PDF certificates on course completion. Unique QR code verification link per certificate. Integrates with Attain LMS and Manage module.

Multi-step approval chains for any record type

Configure multi-step approval workflows for contracts, expenses, HR actions, and compliance sign-offs. Email + in-app notifications at each stage.

AI drafts personalised outreach emails instantly

Context-aware email drafting. Select a CRM contact and AI generates a tailored outreach email using their history, industry, and open pipeline stage. Free on all plans.

AI scores every lead 0–100 with colour badge

Automated lead quality scoring using CRM interactions, email open rates, and deal velocity. Each lead gets a 0–100 score with GREEN/AMBER/RED badge. Free on all plans.

Auto-summarise meetings into actions & decisions

Paste or upload a meeting transcript. AI extracts key decisions, action items with owners, and suggested follow-ups — directly pushed to the relevant CRM record. Free.

Upload any document and ask questions about it

Upload contracts, reports, or policies. AI extracts structure, identifies parties, dates, and risk clauses — then answers natural language Q&A on the content.

Automated risk scoring across compliance checklists

AI scans GDPR, BCR, and PCI-DSS compliance checklists and assigns risk scores. Items are flagged LOW/MED/HIGH/CRITICAL with remediation suggestions.

Generate blog posts, course content & copy

AI content generation for blog articles, course module text, email copy, and landing page sections. Supports tone selection and length control.

Gauge sentiment across emails & support tickets

Real-time sentiment scoring on inbound emails, support tickets, and CRM notes. Flags negative sentiment for immediate follow-up. Trend charts show customer mood over time.

Detect unusual patterns in business data

Statistical anomaly detection across revenue, learner activity, and compliance metrics. Alerts when data deviates beyond expected thresholds — powered by ML models.

Revenue & learner forecasting with AI

Time-series forecasting for revenue, pipeline, enrolments, and compliance deadlines. Provides 30/60/90-day projections with confidence intervals.

Intelligent deduplication across CRM records

AI-powered fuzzy matching detects duplicate contacts, organisations, and leads — even with spelling variations or partial data. Merge suggestions with confidence scores. Free.

Record voice notes directly to any CRM record

Browser-based voice recording with AI transcription. Record meeting notes, call summaries, or instructions — automatically transcribed and attached to the active record.

Context-aware AI chat in every module

Persistent AI chat widget available in all modules. Understands the current record and module context — ask about a lead, a learner, or a compliance item in plain English.

Send & receive WhatsApp messages from CRM

WhatsApp Business API integration. Send transactional messages, support replies, and campaign blasts directly from Engage or Intralock CRM contact records.

Two-way Xero accounting sync

Bidirectional sync of invoices, contacts, and payments between neXmis and Xero. Create invoices in Intralock and they appear in Xero automatically.

QuickBooks Online invoice & contact sync

Connect neXmis invoicing to QuickBooks Online. Contacts, invoices, and payment status sync automatically in both directions.

Push neXmis alerts to any Slack channel

Post deal won/lost, learner completion, compliance alerts, and AI advisor insights directly to configured Slack channels. Free for all plans.

Connect neXmis to 5,000+ apps via Zapier

Full Zapier integration with triggers for new leads, completions, and invoices, plus actions to create records and trigger automations. Free for all plans.

Bulk & trigger-based SMS via Twilio

Send bulk SMS campaigns or trigger-based messages via Twilio. Personalised tokens, delivery tracking, and opt-out management included.

Push neXmis notifications to Teams channels

Send neXmis event notifications to Microsoft Teams channels. Configurable per module — compliance alerts, deal updates, learner milestones. Free for all plans.

Calendar, Drive & Gmail integration

Two-way Google Calendar sync, Gmail send-as, and Google Drive attachment integration. Works with Appoint recruitment and Intralock CRM.

Bidirectional Salesforce CRM data sync

Keep Salesforce and Intralock CRM in sync. Contacts, opportunities, and accounts flow bidirectionally with conflict resolution and field mapping.

Sync contacts & deals with HubSpot CRM

Import HubSpot contacts and deals into Intralock or Engage CRM. Keep pipelines in sync for teams using both platforms during migration.

Native Stripe billing & subscription management

Full Stripe integration powering Register module subscriptions, dunning cadence, invoicing, and payment link generation. SCA-compliant for UK/EU.

Accept PayPal payments on invoices

Add PayPal as a payment option on neXmis invoices. Customers click Pay Now and complete via PayPal. Payment status syncs automatically back to the invoice.

Send DocuSign envelopes from neXmis contracts

Send contracts and agreements stored in Intralock or Contain directly to DocuSign for e-signature. Status updates sync back when signed.

Sync CRM contacts with Mailchimp audiences

Push Engage/Intralock CRM contacts to Mailchimp audiences. Segment sync, tag mapping, and unsubscribe management flow bidirectionally.

LinkedIn profile enrichment & outreach tracking

Enrich CRM contacts with LinkedIn profile data. Track LinkedIn touchpoints in the CRM timeline. Supports Sales Navigator data import.

Click-to-call & call recording from CRM

Browser-based click-to-call powered by Twilio. Record calls, auto-log to CRM timeline, and generate AI call summaries on hang-up.

Push neXmis events to Google Analytics 4

Send custom events from neXmis modules to GA4. Track form submissions, portal logins, course starts, and campaign clicks. Free for all plans.

Create & sync Zendesk tickets from CRM

Raise and track Zendesk support tickets directly from Engage CRM. Ticket status and customer replies sync to the CRM contact timeline.