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The Challenge

Many businesses rely on manual exports from their CRMs and complex Excel formulas to track key business metrics. This approach is time-consuming, error-prone, and makes it difficult to visualize indicators that support strategic decision-making.

With Nekt, companies can automate the entire process: connecting directly to their CRMs, organizing data into structured outputs, and eliminating the need for repetitive manual work. Even without technical knowledge, teams can quickly configure the necessary data sources and perform basic transformations with the help of our onboarding support.

Once the foundation is set, businesses can bring in their preferred BI experts who can build dashboards directly connected to their Nekt workspace. Now, their indicators update automatically and are easily accessible, giving them the confidence and clarity they need to make faster, more informed decisions.

CRM Integration

Connect seamlessly with your CRM system.

Data Transformation

Transform your data with simple, browser-based tools and templates.

Visualization

Connect to your preferred BI tool for powerful visualizations.

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Customer success story

Bonon e Amaral, a leading real estate agency, faced significant challenges with their data management. They were manually extracting data from their Vista CRM and relying on complex Excel formulas to track their business metrics. This process was not only time-consuming but also prone to errors, making it difficult to get accurate insights for their strategic decisions.

With Nekt, they were able to:

  • Connect directly to their Vista CRM system
  • Automate data extraction and transformation processes
  • Implement simple PySpark transformations using our browser-based templates
  • Connect their transformed data to Power BI for visualization

The result was a streamlined workflow where their BI team could focus on analysis and insights rather than data preparation. Their dashboards now update automatically, providing real-time visibility into their key performance indicators.

Before we partnered with you, our data was manually extracted from our CRM, and we relied on countless Excel formulas to get the results we needed. On top of that, the visualization of our key metrics was poor, which made it very difficult to make strategic decisions. We were looking for a company that could help us extract these indicators from the CRM and turn them into Excel spreadsheets automatically, without the need for manual adjustments, so we could build a dashboard for visualization. That’s when we found you. As someone with no programming background, I struggled a lot at first to understand how everything would work, but you were by my side the entire time, helping me set everything up and reach the results we wanted. I’m truly grateful for all your patience, dedication, and support throughout this process. In my opinion, that makes all the difference—your company doesn’t just sell a solution, it provides the support that comes with it. After everything was set up, we hired a BI professional to develop the dashboard. The connection between Nekt and the BI tool was excellent, as we had all the data ready without needing to spend hours filtering or creating formulas. As a result, our dashboard was created and, although it’s still being refined, it will no doubt become a powerful tool for us. Once again, thank you so much! Your support made all the difference. 😊

Flávia Pietrobom, Bonon e Amaral

Check our LinkedIn post about it!