NexLife CRM

Plans and prices

Every plan, in full

On the record

Accessibility limitations

The company reports incomplete accessibility for some proposal previews, generated PDFs and edge cases in the client intake wizard.nexlifecrm.org · read 21 Oct 2026

Accessibility target

NexLife targets WCAG 2.1 Level AA but says it has not completed a formal third-party audit.nexlifecrm.org · read 21 Oct 2026

Agency customization

The agency tier offers branding, custom workflows, multiple agents and onboarding assistance.nexlifecrm.org · read 21 Oct 2026

API connectivity

The security page confirms that NexLife serves API endpoints over HTTPS and supports webhook connections.nexlifecrm.org · read 21 Oct 2026

Appointments and texting

The plans include calendars, appointments and text automation.nexlifecrm.org · read 21 Oct 2026

Backup limitation

Backups are provider-managed point-in-time recovery, and NexLife says it does not currently maintain independent out-of-region backups.nexlifecrm.org · read 21 Oct 2026

Carrier coverage

The product advertises inclusion of every major life-insurance carrier without per-carrier add-ons.nexlifecrm.org · read 21 Oct 2026

Compliance limits

NexLife says it does not claim HIPAA, SOC 2, ISO 27001, or PCI-DSS certification, among other listed frameworks.nexlifecrm.org · read 4 Oct 2026

Consent records

TCPA consent records include timestamp, IP address, user agent and the exact consent text, retained for at least four years or longer if required by law.nexlifecrm.org · read 21 Oct 2026

CRM tools

The CRM includes contacts, deals, pipeline, tasks, notes, and reminders for managing a book of business.nexlifecrm.org · read 4 Oct 2026

Encryption

The security page states that traffic uses TLS 1.2 or higher and that database and object storage data are encrypted at rest using AES-256.nexlifecrm.org · read 4 Oct 2026

Encryption at rest

Managed Postgres and object storage use AES-256 encryption, while sensitive intake fields use AES-256-GCM field encryption.nexlifecrm.org · read 21 Oct 2026

Full CRM

The CRM includes contacts, deals, pipelines, tasks, notes and reminders.nexlifecrm.org · read 21 Oct 2026

Integrations

The security page names Stripe webhook verification and agent-authorized outbound webhooks such as GoHighLevel; the SMS consent page also names GoHighLevel and Twilio as SMS gateway providers.nexlifecrm.org · read 4 Oct 2026

Known security gaps

The security page lists multi-factor authentication as planned, a full audit log as in progress, and formal third-party penetration testing as a gap.nexlifecrm.org · read 4 Oct 2026

Legal status

NexLife describes itself as a technology platform rather than an insurer, producer, broker, agency, underwriter or fiduciary.nexlifecrm.org · read 21 Oct 2026

LinkedIn address

That LinkedIn profile gives 260 Newport Center Drive, Newport Beach, California 92660 as its primary location.linkedin.com · read 21 Oct 2026

LinkedIn company size

That LinkedIn profile lists the Newport Beach Nexlife company at 11–50 employees.linkedin.com · read 21 Oct 2026

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