Nexivo Group LLC

Nexivo Group LLC is a U.S.-based B2B consulting firm helping small and mid-sized businesses streamline operations and scale through smart automation. Workflow automation, AI, and CRM integration sit at the core of how we deliver value to clients.

As a Zapier Solution Partner, we design and implement automations that connect the everyday tools businesses already rely on: CRMs, outbound sales platforms, email and communication tools, spreadsheets, and internal operations systems. Our goal is always the same: eliminate manual busywork, reduce human error, and give business owners real-time visibility into what's happening across their sales pipeline, customer operations, and back office.

Typical automation projects we build for clients include:

• Lead capture and routing: syncing form submissions and inbound inquiries directly into a CRM with automatic lead scoring, tagging, and follow-up task creation
• Sales pipeline automation: triggering notifications, updating deal stages, and generating reports across CRM and spreadsheet tools without manual data entry
• Client onboarding workflows: connecting contracts, invoicing, and project management tools so new clients are set up end-to-end without repetitive admin work
• AI-assisted workflows: using AI to qualify leads, draft follow-up communications, summarize customer interactions, and flag priority actions automatically
• Cross-platform reporting: pulling data from multiple sales and marketing tools into unified dashboards for leadership visibility
• Website-to-CRM integration: connecting lead-gen websites to CRM, email, and notification systems via Zapier, so business owners never miss an inquiry

We work primarily with founder-led businesses and small teams who don't have in-house automation expertise but need their tools working together instead of in silos. Our approach is consultative: we start by mapping a client's existing manual processes and pain points, then design the right automation and CRM stack to solve the immediate problem while leaving room to scale as the business grows.

We prioritize reliability, security, and maintainability over flashy complexity, since most of our clients are non-technical founders who need systems that keep working without ongoing hand-holding — with AI and automation reducing manual work, not adding new points of failure.

Nexivo Group is registered in Wyoming and serves clients across the United States.