Lead
Capture, qualify, assign, and track new opportunities.
Divine Nexus brings leads, clients, intake forms, proposals, signatures, projects, documents, automation, and performance insights into one coordinated platform.
Developed by Divine Designs Services
The Core Platform
Use shared records and role-based workflows to move work from the first inquiry through onboarding, delivery, payment, follow-up, and retention.
Capture, qualify, assign, and track new opportunities.
Collect structured answers, files, and requirements.
Present services, pricing, approvals, and next steps.
Request signatures and maintain a documented trail.
Coordinate tasks, documents, communication, and progress.
Measure results and identify the next best action.
Inside Divine Nexus
The following are modules within the Divine Nexus core platform—not separate products.
Create, send, approve, and track proposals and quotes.
Explore moduleBuild conditional forms and connected client-intake workflows.
Explore moduleManage electronic signatures, templates, reminders, and audit trails.
Explore moduleAutomate triggers, actions, assignments, notifications, and processes.
Explore moduleMeasure pipeline, intake, proposals, signatures, workflows, and operations.
Explore moduleUse AI-assisted extraction, summaries, drafting, recommendations, and insights.
Explore moduleSpecialized Add-Ons
Divine Returns and Divine Ledgers use the same platform foundation while adding industry-specific roles, workflows, requests, records, and reporting.
Core Product
The shared platform for CRM, client records, portals, forms, proposals, signatures, documents, projects, workflows, communication, and reporting.
Platform OverviewTax Operations Add-On
Service bureau, ERO, preparer, and client workflows for intake, documents, readiness, requests, alerts, and status management.
Explore ReturnsBookkeeping Add-On
Recurring client requests, bookkeeping workflows, reconciliation tracking, close management, reporting, and collaboration.
Explore LedgersDesigned for Real Operations
Divine Nexus is designed around the work between the customer record and the completed outcome.
Coordinate leads, onboarding, documents, proposals, projects, payments, and client communication.
Connect discovery, scoping, approval, delivery, revisions, and ongoing account management.
Structure access across bureaus, EROs, preparers, staff, and tax clients.
Standardize recurring requests, monthly work, review, reporting, delivery, and client follow-up.
Book a product demonstration or join the early-access list.