Welcome — let's get you up and running
NexerIQ is where your whole business comes together. Your sales, customers, stock, invoicing, finances, and your team all live in one connected place that stays up to date as you work — so there's no more hopping between spreadsheets and half a dozen separate apps.
New to it? Relax. You don't need to learn everything at once, and you certainly don't need to be an accountant or an IT expert. This short guide gets you comfortable with the basics, and you can explore the rest at your own pace.
What you can do here
Think of NexerIQ as a set of tools that all share the same information, so something you enter once shows up wherever you need it. Here's the lay of the land:
- Customers & CRM — keep every customer's details, contacts, and history in one tidy place.
- Sales — send a quote, turn it into an order, and bill it as an invoice, all linked together.
- Products & Inventory — look after your product list and always know what's in stock.
- Procurement — order from suppliers, receive the goods, and settle their bills.
- Banking & Finance — keep your books, match your bank, and see how the business is doing.
- People, Payroll & Work — manage your team, run payroll, and plan project work.
- Help Desk — answer customer questions and build a help centre of your own.
You'll only see the parts your business uses, so the screen never feels more complicated than it needs to be.
Organisations and companies — the quick version
One thing worth knowing up front: in NexerIQ your business is an organisation, and an organisation can hold one or more companies. You always work inside a single company at a time, and each one keeps its own customers, documents, stock, and accounts neatly separate. If you only run one company, you'll barely notice this — and if you run several, switching between them takes a click.
Your first few steps
Ready to dive in? Here's the short path to your first sale:
- Sign in and pick the company you want to work in.
- Set up your company — a quick wizard walks you through the details, currency, and tax.
- Add a customer and a product or two, so you've got something to work with.
- Create your first quote or invoice and follow it all the way to payment.
Take them one at a time — the next articles in this Getting Started section walk you through each step, with no prior experience assumed.
Related Articles
Signing in and switching company
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