Know every account before the call.

Nexla gives your agent the tasks revenue teams run every week: renewal risk, deal reviews, account research and follow-ups. Each task knows where your CRM, call notes, tickets and usage data live and how they connect.

Find it in your marketplaceTry the MCP server

On Microsoft, AWS, Databricks and Snowflake marketplaces. Talk to our team

Animated example. Four revenue tasks run across Salesforce, HubSpot, Gong, Avoma, Zendesk, Snowflake, Gmail and Apollo. For each one the agent asks a question, Nexla adds the team's definitions, calls the systems the task needs and returns an answer that names who it ran as. The same tasks are listed in the next section.

Four tasks your revenue team already runs.

Each task gives your agent only the tools and context its job needs, across every system it touches.

Where the time goes today

  • Account context is scattered across the CRM, call recordings, tickets and usage data.
  • Usage drops and escalations show up weeks before a renewal slips.
  • Forecast calls run on what the rep remembers.
TaskSystemsExample toolsKnows

Renewal intelligence

Find renewals at risk from usage trends, open tickets and stakeholder activity, with the reason each one is flagged.

“Which Q4 renewals have falling usage and an open P1 ticket?”

  • Salesforce
  • Snowflake
  • Zendesk
  • get_account
  • usage_trend
  • flag_churn
  • Your renewal definition
  • ARR source of truth
  • Account to ticket mapping

Deal risk review

Score open deals on engagement, stakeholder coverage and call sentiment, so pipeline reviews start from evidence.

“Which deals in commit have gone quiet for two weeks?”

  • HubSpot
  • Avoma
  • Gmail
  • list_deals
  • call_insights
  • score_deal
  • Pipeline stages
  • Deal owners
  • What counts as a stalled deal

Account research and meeting prep

Brief a rep on a company and its buying committee before a call, with past conversations and open issues.

“Prep me for tomorrow's call with Westara.”

  • Salesforce
  • Apollo
  • Gong
  • research_company
  • find_contacts
  • meeting_history
  • ICP fit criteria
  • Territory ownership
  • Past touchpoints

Demo and meeting follow-up

Turn call notes into a follow-up email and a CRM update, using what was said on the call.

“Draft follow-ups for today's demos and log them in HubSpot.”

  • Avoma
  • Gmail
  • HubSpot
  • get_meeting_notes
  • draft_followup
  • log_activity
  • Follow-up templates
  • Next step conventions
  • Approval rules

Examples. Task and tool names are illustrative until each server is listed in the marketplaces.

Measured against vendor MCP servers.

Same questions on live systems, with a judge checking every answer against ground truth. All four benchmarks

Governed on every request.

  • Identity on every request

    Each answer uses the permissions of the person asking, in every source system.

  • Scoped tools

    A task exposes only the reads and writes its job needs. Writes run only where you allow them.

  • Lineage and audit

    Every tool call is logged with who asked, what was read and what changed.

  • Deploy your way

    Nexla cloud, your private VPC or on premises.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA
  • GDPR
  • CCPA

Works in Claude, ChatGPT, Microsoft Copilot, Cursor and any MCP client.

What sales and CS teams ask first.

Does this replace our CRM?
No. Your CRM stays the system of record. Nexla reads from it and, with your approval, writes back to it, alongside every other system your revenue team uses.
Can reps only see their own accounts?
Yes. Identity is checked on every request, so a rep's agent sees what that rep is allowed to see in each source system.
We use HubSpot, not Salesforce. Does that matter?
No. Nexla has 1,000+ connectors that read and write, including HubSpot, Salesforce, Gong, Avoma, Zendesk and the major warehouses.
Which agents does it work with?
Claude, ChatGPT, Microsoft Copilot, Cursor or any MCP client your team already uses.