Sales and ERP on one customer master
Pipeline, quotes, and contact history where orders and invoices are created later. No second system for sales.
When CRM and ERP run separately, sales teams maintain data twice and leadership sees conflicting numbers. Nuclos brings both together: from first contact to invoice.
- Open source
- Quote-to-cash
- Pipeline & forecast
- Low-code adaptation
One customer, one system, one forecast
Customers, quotes, and orders in one data foundation. No sync between CRM and ERP.
Classic setups split sales software and ERP. Opportunities live in the CRM, revenue in accounting. Handoffs via export waste time; forecasts diverge from actuals.
Nuclos keeps customers, quotes, and orders on one data foundation. Won quotes become orders, orders become invoices (opens in new tab). Field sales and inside sales work from the same status.
After comparing established CRM vendors, we quickly chose Nuclos. Implementation from the requirements document to go-live took only two months.
Why CRM in Nuclos
Kanban board, quote-to-cash, plannable pipeline, and your sales logic, all inside Nuclos.
Visual control
Opportunities as a kanban board, workload as a chart: Nuclos shows your data visually, not just in tables. Status and priority are visible to the whole team at a glance.
Quote-to-cash
Quote, order, delivery, and invoice in one flow. No manual transfer, no mismatched quantities or prices.
Plannable pipeline
Opportunities, stages, and volumes for sales control. What sits in the pipeline can be reconciled with open orders.
Your sales logic
Fields, screens, and approvals with low-code. Industry-specific workflows without waiting for the next standard release.
What Nuclos CRM covers
Customer relationships, quoting, and the handoff into operational ERP, with no second system.
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Customers & contacts
Companies, contacts, and roles in one place. Conversations, notes, and transactions stay on the customer, not in the inbox.
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Pipeline & opportunities
Stages, volumes, and win probabilities for control. Leadership sees what is still open.
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Quotes
Line items, variants, and approvals in the system. Prices and terms carry unchanged into order and invoice.
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Handoff to order management
The order inherits the customer reference, line items, and terms from the quote. Warehouse, production, and logistics start without re-entering data.
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Activities & appointments
Follow-ups, tasks, and appointments on the transaction. Field and inside sales share the same history.
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Teams & visibility
Regions, teams, and roles control who sees which customers. Sensitive accounts stay scoped.
Sales inside the ERP, not next to it
Sales uses the same platform as inventory, projects, and finance.
Fully customizable, activated as needed.
From lead to invoice
Four stages in the sales process, from first lead to final invoice, all inside Nuclos.
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Lead & qualification
Capture, assess, and promote inquiries to opportunities. Every touchpoint stays documented on the customer master.
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Quote & close
Create, negotiate, and approve quotes. The pipeline shows which opportunities still carry volume.
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Order & fulfilment
Quote becomes order; planning and shipping continue from there. Backorders and dates are visible to everyone.
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Invoice & follow-on business
Invoice and open items from the order. Service and upsell draw on the same customer history.
Bring sales and ERP together?
We discuss your pipeline, quoting logic, and the path into integrated CRM.
Open Source · Made & hosted in Germany · 25+ years of Nuclos