Nexa Intake

Client & Patient Intake Services

The intake process is important, but it can be tedious for new clients and patients. Leverage Nexa intake service to supercharge your practice, save time and create a streamlined process. Our live virtual receptionists will get the job done with exceptional customer experience.

Intake Specialists & Solutions

24/7/365 People-Powered Intake Service

Live virtual receptionists walk prospects and clients through your intake process in English and Spanish, even in the middle of the night and on weekends or holidays.

  • Expert virutal receptionists trained in your intake workflow
  • Quick and accurate intake service
  • Easy onboarding—get up and running quickly

Web Form Response

Driving prospects or new patients to a web form on your web site? Follow-up with an outbound call to move them into the intake process within minutes for a fully optimized experience.

  • Improve conversion rates up to 40%
  • More qualified prospects
  • Maximize business efficiency

Chat and Text Intake Service

While most intakes happen via phone, you can add additional channels as well with people-powered chat and text. Meet your prospects and patients wherever they are with 24/7 live virtual receptionists.

  • Create customized intake flows
  • Optimize business process
  • Omni-channel approach

CRM Integration

Connect to your chosen industry CRM software so your sales pipeline is always up-to-date with accurate client information and data.

  • Connect tools you already use
  • Sync lead and patient data
  • Easily fit Nexa into your workflow

Reporting & Analytics

Get detailed reports on intake info and integrate with analytics to improve customer service, track leads and grow revenue.

  • Real-time data managed by Nexa
  • Update availability on the fly
  • Access data anytime and from anywhere

“We've been using Nexa for a few years now as our primary answering service. We use after-hours and midday answering so any calls that are missed from our office location automatically roll over to their facility. We like their convenience, ease of use and great communication. Pairing with Nexa has been fantastic. Virtually, the idea is for the customers to not know that they're speaking to Nexa or if they're speaking to a rep from our company. We are able to receive those messages from them and get back to our customers quickly.”

Mandy

Phoenix, AZ

“We've been using Nexa for a few years now as our primary answering service. We use after-hours and midday answering so any calls that are missed from our office location automatically roll over to their facility. We like their convenience, ease of use and great communication. Pairing with Nexa has been fantastic. Virtually, the idea is for the customers to not know that they're speaking to Nexa or if they're speaking to a rep from our company. We are able to receive those messages from them and get back to our customers quickly.”

Mandy

Phoenix, AZ

“We utilize Nexa's intake services and they screen potential client calls for us.Our interaction with the Nexa reps has always been really positive. We have our own manager, so anytime I want to change anything or re-route something, she has always been really easy to work with. The service has gone really well and has definitely helped us out. Nexa integrates with a lot of different software which I really like, and we are more able to do other work knowing that the calls are being taken care of. I would definitely recommend Nexa.”

Christy

Chandler, AZ

“I engaged Nexa to act as our third-party call handling service and the experience has been stellar! The process to onboard was simple and easy, and surprisingly fast. Nexa went from knowing nothing about our business to being ready to take calls in just a few short weeks.”

Andrea Clinton

Baselayer

“We need everyone who calls in to be able to speak to an actual person. After all, we only get one shot at emergency response. We've explored answering services before, but had difficulty with the way calls were handled. The accurate transmission of collected information is crucial to us, so we rely on Nexa for prompt responses. With Nexa, we're no longer missing calls. When evaluating our options, what was most important to us was courtesy, accuracy, consistency andthe ability to follow clear directions. Nexa does it all."

Mike Graul

Operations Manager at Colorado Disaster Restoration

“When someone's air conditioning is not working, they're not waiting to receive service. Our response time has to be within minutes, or they're on to the next company. Nexa views our customers the same way we do—with the same respect, accountability and professionalism. The transition is so seamless that many customers don't realize that they're not speaking with one of our staff."We now know how important our answering service is. It helps create a whole new level of loyalty and trust with our existing customers. Now, we consider Nexa a true part of the Penguin Air & Plumbing family."

Penguin Air & Plumbing

Penguin Air & Plumbing Operations Manager

“Ouroffice, Skupin Law Group, PLLC, has been using Nexa for over 8 years now. Theyoffer excellent service, very reasonable prices and they have extremely fastemail response times.”

Mike Skupin

Skupin Law Group

Companies We Work With

Leverage our Intake Services And Take Your Business To The Next Level.

Fill out this form or call 1-800-756-3080 to connect with one of our business specialists and learn about all the ways Nexa can help you realize your business goals.

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