← All industries Professional Services

Less busywork, more billable time.

Agencies, firms, and service businesses. One connected platform on your Spire/ERP — keep the system of record you trust and make it intelligent.

What matters most for Professional Services

The modules that lead the way

Start with the platform (Ask Nexus, dashboards, the weekly digest, and Inbox Assistant — all included), then turn these on.

Inbox AssistantIncluded

An AI assistant that puts your connected data to work in Outlook — drafting replies in your own voice and signature, running your daily to-do from Outlook and Microsoft Planner, and turning email into work orders, leads, and collections. It grounds every draft in your real data, and only ever drafts for you to review and send.

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Document AutomationAvailable

Business documents generated, routed, and stored automatically — invoices, statements, purchase orders, delivery confirmations, and more. It keeps every record consistent and audit-ready across the systems that produce them.

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Customer PortalAvailable

A branded self-service portal where your customers view orders, invoices, statements, and shipments, pay online, book or request service, and e-sign quotes — 24/7, their data only. It surfaces your live ERP data with strict per-customer isolation, so inbound calls drop while customers help themselves.

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Quoting & EstimatingComing soon

Fast, templated quotes customers can e-sign — and that flow straight into a work order when won. It prices from your live catalog and stock, so every estimate is accurate and nothing is re-keyed.

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Nexus BI (full)Available

The full business-intelligence layer beyond the included dashboards — proactive threshold alerts and a no-code report and dashboard builder. It watches your live data for the conditions you set and lets anyone build the views they need without SQL. (The included dashboards + weekly digest come with the platform.)

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Built on the connected core

Every module already knows your customer

Because Nexus reads your live Spire/ERP and work-order data, everything you turn on for Professional Services works from the same facts — no re-keying, no exports. Your ERP stays the system of record; Nexus makes it intelligent. Field & viewer seats are always free and unlimited.

Run your professional services business on Nexus

Tell us what you run and where it hurts — we'll show how it fits, usually within one conversation.

Book a Demo

Nexus Customer Portal

Sign in to view your project, progress, documents, and invoices.

Trouble signing in? support@cortexx.com