← All industries Professional Services

Less busywork, more billable time.

Agencies, firms, and service businesses.

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 AssistantIncluded

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 AutomationAvailable

Business documents generated, routed, and stored automatically – invoices, statements, purchase orders, delivery confirmations, and more.

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Customer PortalAvailable

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 (full)Available

The full intelligence layer beyond 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.

Book a Demo

Nexus Customer Portal

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

Trouble signing in? support@cortexx.com