Live CRMThe place your team works
TodayCustomersJobsInvoices
Friday overview
Five things need your attention.
- A focused home for each role
- Records, schedules, follow-up, and money in context
- Search and daily actions without setup clutter
A CRM that starts with your business
Build the CRM your business actually needs.
Tell Nesto what you sell, how work moves, and what your team needs to remember. Start with a useful setup, then change any part of it.
Start from an industry setupChange the structure without code
Example workspaceDraft
01
Start with how the business works
Example: a window cleaning company with recurring routes, one-time quotes, crews, and invoices.
Describe your business
We clean residential and commercial windows. We quote one-time work, schedule recurring routes, assign crews, and invoice after service.
Two customer typesRecurring serviceCrew schedulingQuote to invoice
Most CRMs ask your business to fit their boxes. Nesto gives you the boxes, the connections between them, and a clear place to change both.
One system, two modes
Simple for the team. Deep when you need to change it.
The daily CRM stays focused on work. Builder holds the structure, layout, permissions, and design choices behind it.
BuilderThe place the CRM changes
Workspace structure
Modules
Record pages
Automations
- Modules, fields, relationships, and views
- Dashboards, record pages, navigation, and theme
- Draft, preview, and publish before the team sees a change
A careful way inStart with your own workspace
Move your records with a plan you can inspect.
Nesto checks supported CSV, XLSX, and CRM-export ZIP files before it changes the workspace. You can review columns, mappings, relationships, and problems while the source files are still untouched.
AI can suggest a mapping when you choose it. The review still happens before import, and the deterministic path remains available.
customer-export.csv
Full Name
Mobile Phone
Last Service
Route
Customers
Customer nametext
Phonephone
Last visitdate
Service routetext
Built around the work
The nouns change. The engine does not.
Window cleaning
Customers · Quotes · Routes · Crews
Concrete coatings
Leads · Estimates · Jobs · Invoices
Real estate
Contacts · Properties · Deals · Tasks
Professional services
Clients · Projects · Time · Billing
Built for responsibility
A flexible CRM still needs hard boundaries.
Nesto is being built so customization never becomes an excuse for vague permissions, silent provider work, or data with no exit.
Each workspace stays in its lane
Records, files, roles, provider connections, and operational history are scoped to the workspace they belong to.
Important actions tell the truth
Drafts stay drafts. Provider work is queued before it is reported. Destructive changes show their scope first.
Your data has a way out
Nesto is being built around clear exports, deletion boundaries, retry history, and a migration record you can inspect.
Provider credentials stay on the server. A login or saved key does not make an unfinished integration appear connected.
Start with a useful home.
Then make every part of it yours.
Build a workspace around the business you run today. Keep changing it as the work changes.
Build your workspace