Welcome to Nexte

Nexte brings together in one place the tools a freelancer or small agency needs day to day: projects, clients, quotes and invoices, proposals, messaging, automations, AI assistant. The goal is to avoid juggling five separate SaaS tools and to have a single view of the business.

The main building blocks

• Projects: one space per engagement (tasks, calendar, vault, feedback, link in bio, shared client portal).
• CRM and clients: contacts, companies, unified inbox, follow up and automations.
• Proposals and documents: proposal generator, template library, offer catalog, e signature.
• Billing and finances: invoices, recurring subscriptions, expenses, automatic dunning, finance dashboard.
• Atlas: the built in AI assistant (text, voice, slash commands, morning brief).
• Integrations: Slack, Google Workspace, Microsoft 365, Stripe, PayPal, GoCardless, Pennylane, Indy, HubSpot, Pipedrive, Notion, Figma, GitHub, Linear, and more.
• Tools: a toolbox (calculators, pomodoro, QR code, palette, email signature, translator, etc.).

Three plans, progressive scaling

• Free: up to 3 projects, 3 invoices per month, 1 client portal, limited proposals. To try with no commitment.
• Freelance: unlimited projects, clients and invoices, calendar, booking, finance dashboard, integrations, e signature, vault, CSV export.
• Agency: everything in Freelance plus proposals, messaging, automations, toolbox, document generator, team collaboration, role management, priority support.

How to read this documentation

Each article stands on its own and gives the exact paths inside the app (e.g. Sidebar then Finances then Subscriptions). Use the search on the left to find a specific term. Articles are organized by category: Get started, Projects and productivity, CRM and clients, Proposals and documents, Billing and finances, Atlas, Integrations, Tools and shortcuts, Account and subscription.