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Proven Solutions

Nextup’s Opportunity Management System was created to help you and your staff give every opportunity the attention it deserves. It’s simple to use and works with all departments.

By implementing this system, you can increase staff efficiency, improve time management, and create accountability.


Meet and Greet

Customers begin their experience with one prompt, professional greeting, not multiple, leaving them less intimidated and more open to doing business with you.

100% Attention

Staff stays focused on their highest-closing customers (appointments) without being worried about missing walk-ins.

Manager Intros

Visibility into early manager intros every time builds better rapport with customers.
Finance Wait Time

Speedy Experience

A more organized process will create a speedier experience for your customers, bringing more referrals and repeat buyers.

Follow Up

Customers needing phone or email follow-up are not kept waiting or wondering because staff has dedicated time to do so.

Clarity and Visibility

Staff always know when they will be on point, and when they have appointments, keeping them undistracted and focused on follow-up.



Aggressive staff who focus on setting appointments are rewarded with more walk-in opportunities.


Manager Involvement

Staff can easily and quickly request manger assistance without leaving their customer.


Better Coaching

When process performance falls below expectation, it’s immediately caught, allowing for quick coaching and improvement which leads to more staff success.


Mobile Access

Staff can access the system from anywhere in the business, including 2-way messaging with other staff.


Proper Coverage

Ensures all customers are greeted promptly and professionally. By knowing your busiest days, times of day, and managing staff lunch schedules, your floor is always covered.


More Appointments

Encourages staff to set appointments, benefiting them as well as the bottom line of your department.


More Customer Intros

Always know exactly when to initiate an intro with customers, improving staff performance and increasing closing rates.


Be In-The-Know

Have full visibility into scheduled/shown appointments, deliveries, be-backs, walk-ins. No more guessing or hoping that everything was logged into the CRM.


Mobile Access

See everything that is happening with your staff and customers in real-time, even when you aren’t there.

Nextup throughout your business

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A quick view of how many customers have been greeted in-person today by opportunity type; including walk-ins, appointments, be-backs and even off-site appointments

Position List

Quickly view the list of queued staff who are positioned to meet guests.

Activity List

View the list of staff who have been marked with an opportunity, and where they are in the process.

Power Rotation

Set the amount of time staff is required to cover the point. Staff rotates automatically once time is met with no walk-in guests.

Position Float

Reward staff who book appointments by allowing them to continue to progress up in the queue (until they reach a specified position) while they assist scheduled customers.

Position Freeze

Lock staff members in position when out to lunch, on a call, or any customized reason.


See all the analytics in an easy-to-read dashboard, including time, percentages, and comparisons. Easily review and send reports to yourself and team members.

Nextup Reporting


Easily record when a customer is introduced to another rep.


Automatically remind team members to take their lunch break based on shift, and easily identify when they do.

CRM Integration

Send opportunities to your CRM to ensure 100% of your traffic is included in your follow up process.

Activity Lock

Prevent staff from progressing further in the process prior to completing specific steps.


Add comments about each opportunity (description, customer name, stock number, etc.) or simply add a status.

Wait List

Be aware of how long your customers are waiting for a department or to complete their transaction.

Message Center

Easily communicate with a team member, or an entire team. Send, receive, schedule and save messages.

Unattended Guests

Know quickly when you have unattended guests in your business when you are short on staff.

Manager Introductions

Allow staff to request manager assistance when needed.  Manager are then alerted of the request and can accept.


Alerts sent to mobile devices when staff move positions, are with opportunities, and when tasks need to be completed.

Manager Notifications

Get notifications at the right time in the deal to have the most impact.

Scheduled Events

Staff can schedule future appointments and deliveries that can be marked as completed upon guest arrival.


Auto Assign, Blind Assign, Manual Assign, Multiple Assignments to additional Staff or Departments.

Message Center

Communicate in real-time with your entire team simply and quickly.  Message delivery to all devices.

Schedule a demo today

Call 888.278.6624

Frequently Asked Questions

How long are your contract terms?

No long-term contracts here.  We only have month-to-month agreements.  This holds our services and team accountable to achieving results.

How many people are dedicated to our account?

You get access to our focused team, consisting of a performance manager, trainer, and a full support team.

Is Nextup a customizable solution?

Yes, because we understand that each of our clients is unique with their own processes in place. We also iterate regularly based upon suggestions and requests from our partners.

How quickly can we get started?

Our standard on-boarding process is within 10 to 15 business days.  This might be able to be expedited based on your needs.

How do you communicate results?

Our team will schedule monthly calls to discuss and review reporting, best practices and ideas to keep you focused on your goals.

How do we get our team engaged in the process?

We will do a full two-day implementation of the process to get your store kicked off and when needed we are available to do refresher training along the way.

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