NexRel CRM Capabilities

Soshogle NexRel CRM combines customer relationship management, AI voice agents, workflow automation, DocPen clinical documentation, AI employees, marketing automation, website operations, payments, bookings, and analytics in one authenticated business dashboard.

CRM Data Model

  • Contacts, leads, deals, pipeline stages, tags, notes, tasks, calendar activity, messages, and recent activity
  • Lead capture from forms, widgets, websites, voice calls, bookings, referrals, campaigns, and imports
  • Sales pipeline automation, AI lead scoring, follow-up tasks, and reporting

AI Voice Agents

  • Inbound AI receptionist workflows for answering calls, qualifying leads, booking appointments, and routing requests
  • Outbound AI call workflows for lead follow-up, appointment reminders, sales outreach, and reactivation
  • Conversation logs, transcripts, call metadata, navigation intents, and CRM function execution

DocPen Clinical Documentation

  • Clinical session creation, audio recording, transcription, SOAP note generation, editing, review, signing, and archiving
  • Medical, dental, orthodontic, optometrist, medical spa, health clinic, and hospital-oriented workflows
  • Audit-oriented session history and signed-note completion states

AI Employees And Agent Command Center

  • Industry-specific AI employees for recurring operational workflows
  • Autonomous sales, marketing automation, social content production, business memory, explainability, and approval gates
  • Owner controls for allowed channels, daily caps, operating windows, and crawl-walk-run autonomy mode

Websites, Ecommerce, And Booking

  • Website builder management for pages, media, products, stock, listings, analytics, SEO, voice configuration, and deployment
  • Ecommerce checkout, product catalog operations, inventory workflows, order tracking, and Stripe-connected payment flows
  • Public booking pages, availability, appointment creation, reminders, and CRM linkage

Industry Workflows

  • Healthcare, dental, orthodontic, medical spa, optometry, restaurant, construction, real estate, retail, sports club, law, accounting, technology, and professional service workflows
  • Real estate CMA generation, property evaluation, listings, market insights, inquiry analytics, buyer reports, and seller reports
  • Restaurant reservations, table management, delivery workflows, customer messaging, and repeat-business campaigns