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Introducing FormaNexus for growing B2B businesses.
FFormaNexus
Founding Customer Programme: 10 of 10 places open

From Lead to Payment. One Connected Platform.

Bring your customer relationships, sales pipeline, field activities, invoices and collections together. Know what is happening across your business without switching between spreadsheets and disconnected tools.

No credit card required.
formanexus.com/app
Sound familiar?

Where growing businesses lose time and money

Missed Sales Follow-Ups

When every lead is tracked separately, important conversations can be forgotten.

See lead management

Disconnected Field Teams

Without clear visibility, managers struggle to understand field activities.

See field visits

Scattered Customer Information

Customer details, opportunities and interactions are difficult to track across multiple tools.

See accounts and contacts

Manual Payment Tracking

Invoices, outstanding balances and follow-ups take unnecessary effort.

See payment tracking
One connected workflow

From first enquiry to final payment

Every step happens in the same workspace, on the same customer record.

1
Capture Leads
Log leads from every source with scores and owners.
2
Manage Opportunities
Move deals through a visual pipeline.
3
Send Estimates
Turn a won deal into an estimate in one click.
4
Raise Invoices
GST-ready invoices from the same record.
5
Track Payments
Record payments and see what's outstanding.
6
Support Customers
Handle tickets with SLA tracking.
What's inside

Everything your sales, field and finance teams need

CRM and Lead Management

CRM and Lead Management screen in FormaNexus

Capture leads from every source, score them and see accounts and contacts in one place.

Learn more

Deals and Sales Pipeline

Deals and Sales Pipeline screen in FormaNexus

Move deals across stages and watch the weighted pipeline value update.

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Field Sales and Visits

Field Sales and Visits screen in FormaNexus

Schedule visits, check in with location checks and review coverage.

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Estimates and Invoices

Estimates and Invoices screen in FormaNexus

Create estimates, convert them to invoices and issue credit notes.

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Payments and Collections

Payments and Collections screen in FormaNexus

Record payments against invoices and track outstanding balances.

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Tasks and Approvals

Tasks and Approvals screen in FormaNexus

Assign tasks, route approvals and automate routine follow-ups.

Learn more

Marketing Campaigns

Marketing Campaigns screen in FormaNexus

Plan campaigns and track cost per lead, cost per acquisition and ROI.

Learn more

Customer Support Tickets

Customer Support Tickets screen in FormaNexus

Log tickets, track SLA status and escalate when needed.

Learn more
See the real product

These are real screens from FormaNexus

Click any screenshot to enlarge it.

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KPIs, trends and suggested next actions on one screen.

Built for

Businesses that sell, visit and collect

Distributors

Orders, outstanding payments and retailer visits live in different places.

Accounts · Field Visits · Invoices · Payments
Explore →

Trading Companies

Quotations, follow-ups and collections depend on individual spreadsheets.

Leads · Estimates · Invoices · Payments
Explore →

Field Sales Teams

Managers can't see which visits happened or which leads are going cold.

Field Visits · Leads · Tasks · Expense Claims
Explore →

B2B Sales Businesses

Sales, billing and support are handled across Excel and WhatsApp.

Leads · Deals · Invoices · Tickets
Explore →
Get started

Start in three steps

1

Create your free FormaNexus account

Sign up with your work email. No credit card required.

2

Add your company, team and customer information

Set up your organisation, invite teammates and add customers.

3

Start tracking leads, business activity and payments

Work from one connected workspace from day one.

Founding Customer Programme

Be Among the First 10 FormaNexus Founding Customers

We're inviting a small group of growing businesses to help shape FormaNexus. Get extended access, personal onboarding and a direct opportunity to share your feedback.

10 of 10 places remaining
Apply to the Programme
90 days of free access
Up to 5 trial users
No credit card required
Personal setup assistance
Help importing initial business data
One guided onboarding session
Feedback sessions with the team
Clear upgrade options
Pricing

Start free, then talk to us

Start with a free trial. Talk to us about paid plans.

Free Trial

90 days free
No credit card required
90-day free trial, counted from when your email is verified
Up to 5 users included
No credit card required
When the trial ends, your workspace becomes read-only — your data is kept
You're never charged automatically
Upgrade or contact us at any time to keep working
Start Free Trial

Paid plans

Talk to us
Pricing shared on request
Plans are priced per user
Taxes and billing frequency confirmed before you subscribe
Your trial data and settings carry over when you upgrade
Contact Sales

Paid plan pricing is shared on request. Any applicable taxes are confirmed before you subscribe.

FAQ

Questions you may have

FormaNexus is a connected platform for CRM, sales, marketing and finance. It brings leads, customers, deals, estimates, invoices, payments, field visits, tasks and support tickets into one workspace.

Ready to Run Your Business With Better Visibility?

Try FormaNexus free for 90 days. No credit card required.