← All industries Professional Services

Less busywork, more billable time.

Agencies, firms, and service businesses.

Your clients, invoices and balances already live in Spire. Nexus reads them live, so a reply drafted in Outlook and the numbers on your dashboards work from the same records, not from copies.

What matters most for Professional Services

The modules that lead the way

Start with the platform (Ask Nexus, dashboards, the weekly digest, and Inbox Assistant, all included), then turn these on.

Inbox Assistant

Included

An AI assistant that puts your connected data to work in Outlook: drafting replies in your own voice and signature, running your daily to-do from Outlook and Microsoft Planner, and turning email into work orders, leads, and collections.

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Document Automation

Available

Your invoices, statements and purchase orders, drawn from Spire on your own letterhead and emailed to the right people.

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Customer Portal

Available

A branded self-service portal where your customers view orders, invoices, statements, and shipments, pay online, book or request service, and e-sign quotes (24/7, their data only).

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Nexus BI Studio & Alerts

Available

The intelligence layer on top of the included dashboards: proactive alerts, Nexus Studio (the no-code report and dashboard builder), and scheduled delivery.

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Built on the connected core

Every module already knows your customer

Because Nexus reads your live Spire/ERP and work-order data, everything you turn on for Professional Services works from the same facts: no re-keying, no exports. Your ERP stays the system of record; Nexus makes it intelligent. Field & viewer seats are always free and unlimited.

Run your professional services business on Nexus

Tell us how your operation runs and we'll map the platform and the right modules to it: you'll see the fit in one walkthrough.

Nexus Customer Portal

Sign in to view your project, progress, documents, and invoices.

Trouble signing in? support@cortexx.com