Nextiva combines a complete unified communications system with a robust built-in CRM, which is why it is our choice as the best business phone system for CRM integration. Unlike most business phone systems that allow you to connect your CRM with the phone service, Nextiva takes things to the next level by including a fully functioning CRM in its platform. The company also gives you the option of integrating the phone service with a third-party CRM, so you are covered from all angles.
The system is simple to get up and running, and the online portal is easy to navigate. The phone system is extremely reliable, offers several service plans and includes excellent customer support. Nextiva also has a wealth of valuable calling, collaboration, and mobile features and tools.
There are four service plans to choose from: Essential, Professional, Enterprise and Ultimate. All of the plans include unlimited calling, team messaging, and local and toll-free numbers. Each plan's price varies depending on the number of employees using the system and whether you sign a 12-, 24- or 36-month contract. Here is a breakdown of each plan:
- Essential: The Essential plan ranges in price from $17.95 to $30.95 per user per month. This plan includes an auto-attendant, integrations with Microsoft Outlook and Google Contacts, voicemail-to-email notifications, unlimited online faxing, mobile and desktop apps, and 24/7 customer support.
- Professional: This plan costs $21.95 to $35.95 per user per month. This plan includes everything in the Essential tier, plus unlimited conference calls; unlimited video conferences; call pops for up to 250 contacts; unlimited business text messaging; integrations with Salesforce, HubSpot, and Zendesk; and professional setup.
- Enterprise: The Enterprise plan ranges from $31.95 to $45.95 per user per month. Added to this plan are unlimited participants on audio and video conferencing; unlimited call pops; voice analytics; voicemail transcription; single sign-on; and integrations with Microsoft Teams, Oracle Sales Cloud, and ServiceNow.
- Ultimate: This plan costs between $52.95 and $75.95 per user per month. The Ultimate plan includes both the sales and service CRM solutions, as well as automated surveys and customer journey analytics.
If you need desk phones, Nextiva offers a wide selection. Their desk and conference phones range from $70 to $625. Phone rentals are an option too.
Nextiva's phone service offers just about every calling, collaboration, and mobile feature and tool a small business needs in a phone system. All of the service plans include unlimited local and long-distance calling, unlimited online faxing, a multilevel automated attendant, customizable music on hold, HD video and voice, and the option to receive voicemails via email and text messages.
Upgraded plans offer team messaging, private group messaging, screen sharing, SMS service, voice analytics and unlimited video calling.
One standout feature that isn't offered by many business phone systems is the caller AI tool. This uses artificial intelligence to provide users with instant information on the person whom they are speaking with. This includes information on the customer's journey, their value and what their experience score is.
Nextiva's mobile app, available on iOS and Android devices, lets employees make and receive phone calls on their business lines, make video calls, chat via instant message with co-workers, access the company directory, and update and modify call settings. In addition, you can start calls on a desk phone and move them to a mobile phone, and vice versa. Nextiva offers apps for Mac and Windows computers. You can seamlessly switch between the two platforms, which is convenient for many companies as remote work environments have become commonplace.
Nextiva has conference calling built into its phone system. With the conference bridge feature, which is included at no extra charge, each employee can hold their own conference call. The number of participants on each call depends on the service plan you use. The Professional plan lets you have 40, and an unlimited number of callers can attend if you subscribe to the Enterprise and Ultimate plans. Conferencing calling is not included in the Essentials plan.
The CRM solution offers its own set of valuable sales and service features and tools. The system allows you to store an unlimited number of accounts and contacts. You are also able to see a single unified view of each customer and their overall experience.
Other CRM features include contact management tools, workflow automation, email case routing, account alerts, sales and service reports, and custom reports.
When looking at the specific sales CRM features, there are customizable Kanban sales pipelines, leads and pipeline management, product catalogs, time triggers on pipeline stages, canned responses and custom sales views.
When you combine all of what Nextiva offers in terms of both its phone service and CRM, you will be hard-pressed to find a unified communication system that provides you with more in one platform.
The Nextiva Business Communication Suite is a cloud-hosted VoIP phone system that doesn't require any equipment or hardware. All it needs is a high-speed internet connection and IP phones. Since this is a cloud-hosted system, you don't need an IT team to install or maintain it; Nextiva handles all maintenance and upgrades.
The entire system is run and configured through Nextiva's online portal. This portal lets you add employees to the system, assign phone numbers and user IDs, record automated greetings, create call-queue routes and priorities, and designate which features each employee can access.
Employees can also access the system online. They can log in to set their preferences, change settings, conduct video conferences with screen sharing, and chat with co-workers.
If you are an established business and want to keep your current phone numbers, you have that option with Nextiva. For an extra fee, you can transfer local or toll-free numbers over to Nextiva after you sign up for the service. This process typically takes two to four weeks.
Nextiva is an extremely reliable phone service. The company has a reported uptime of 99.999%.
If you subscribe to the Essentials plan, you don't get audio or video conferencing. Additionally, with the Professional plan, you are limited to 40 participants on conference calls. However, the other plans offer unlimited attendees.
We were also a little disappointed with the live chat service we received. We tested it on multiple occasions, asking the same set of questions each time. While the agents are some of the most responsive we have ever encountered on live chat, we often got different answers to our questions. We would have felt more comfortable knowing that all of their agents are on the same page.
Despite the lack of consistency we had with the live chat service, overall, we were impressed with the customer support Nextiva provides. To determine the level of service a typical customer would receive, we contacted the company multiple times by phone, email and live chat, posing as a new business owner interested in phone systems.
During our phone interactions, the Nextiva representatives could not have given us a clearer understanding of what the company offers. They spent as much time as we needed explaining how the system works, its features, uptime stats and pricing. In some instances, representatives took the time to demonstrate the different features. For example, one rep toggled back and forth between a regular connection and an HD connection to show us how much clearer the sound was, and put us on hold so we could hear the on-hold music and announcements.
We especially liked that the representatives didn't pressure us to make a quick decision on purchasing the service. They were always respectful of our needs and timelines. We didn't always receive that level of respect from other services we investigated.
After some of our calls, we followed up by email to see the type of response we'd get. Each time, a rep promptly responded with detailed answers to our questions and an offer for another call if we needed additional information.
The entire support team is U.S.-based and available by phone, email and live chat. In addition, the Nextiva website is filled with helpful support materials.