Open-source CRM

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, without vendor lock-in.

  • Open-source CRM
  • Quote-to-cash
  • One data foundation
  • Low-code & AI

What you see in integrated CRM

Three moments in the sales process: pipeline, handoff, and history. All on the same data foundation as orders and finance.

Pipeline and kanban in the ERP

Opportunities as cards in stages. Status and volume are visible to the whole team, without a separate CRM board beside the ERP.

  • Stages, volumes, and priority at a glance
  • Drag and drop between status columns
  • Same data foundation as quotes and orders
Nuclos 5 kanban view for quotes with status columns such as Draft, Open, and Accepted

Quote becomes order without re-entry

Won quotes carry customer reference, line items, and terms. Warehouse and inside sales start without typing everything again.

  • No mismatched quantities or prices
  • Handoff in one system, no export
  • Forecast and actuals on the same customer master

Customer history on the transaction

Conversations, notes, and activities stay on the customer and the quote. Field and inside sales share the same status.

  • Contacts and roles in one place
  • Follow-ups and appointments on the transaction
  • No hunting through inboxes or spreadsheets

Why open-source CRM in Nuclos

Kanban board, quote-to-cash, plannable pipeline, and your sales logic in one system.

Visual control

Opportunities as a kanban board, workload as a chart: 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.

After comparing established CRM vendors, we quickly chose Nuclos. Implementation from the requirements document to go-live took only two months.
Ralf Trautz Managing Director · ISD GmbH

All open-source CRM features

Customer relationships, quoting, and the handoff into operational ERP. No second system and no sync project.

Customers & contacts

Companies, contacts, and roles live on the customer master. Conversations, notes, and transactions stay on the customer, not in the inbox.

  • Companies and contacts with roles and ownership
  • Contact history and notes on the customer master
  • Links to quotes, orders, and documents
  • Search and filters across the customer base
Pipeline & opportunities

Stages, volumes, and win probabilities steer sales. Leadership sees what is still open and which opportunities carry volume.

  • Kanban and list views for opportunities
  • Stages, volumes, and priorities
  • Win probabilities for forecasts
  • Team-wide view of the same pipeline status
Quotes

Line items, variants, and approvals run in the system. Prices and terms carry unchanged into order and invoice.

  • Quote line items and variants
  • Approvals and status in the workflow
  • Prices and terms without re-entry
  • Document generation on the transaction
Handoff to order management

The order inherits the customer reference, line items, and terms from the quote. Warehouse, production, and logistics start without duplicate entry.

  • A won quote becomes an order
  • No mismatched quantities or prices
  • Continuation into warehouse and planning
  • Quote-to-cash (opens in new tab) on one data foundation
Activities & appointments

Follow-ups, tasks, and appointments stay on the transaction. Field and inside sales share the same history.

  • Tasks and follow-ups on the customer or quote
  • Appointments visible to the team
  • Logged contacts instead of inbox searches
Teams & visibility

Regions, teams, and roles control who sees which customers. Sensitive accounts stay scoped.

  • Role-based visibility
  • Regions and team assignment
  • Protection for sensitive accounts

From lead to invoice

Sales is a process inside the ERP, not a side system. How warehouse, projects, and finance connect is on the business processes page.

And my special case?

Where standard CRM stops is where Nuclos begins.

  • Map industry-specific pipeline stages and required fields?
  • Steer your own quote rules, variants, and approvals?
  • Limit visibility by region, team, or sensitive accounts?
  • Run CRM without a sync project to the ERP?
  • Map your real sales process, not only the standard?

Yes. That is exactly what Nuclos is built for.

What standard CRM cannot map, we solve with low-code and AI inside the proven Nuclos framework, on the same data foundation as order management and finance.

Book a consultation

What is ERP CRM?

CRM inside the ERP keeps customers, pipeline, and quotes on the same data foundation as orders and finance. No syncing between tools.

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. Open source, adaptable to your sales with low-code.

Separate CRM
Nuclos

Data foundation

Data foundation:

Opportunities in the CRM, revenue in accounting, sync in between

Data foundation:

Customer, quote, and order on one data foundation

Handoff

Handoff:

Exports, duplicate entry, and mismatched quantities or prices

Handoff:

A won quote becomes an order without re-entry

Adaptation

Adaptation:

Waiting for the next standard release or expensive customization projects

Adaptation:

Pipeline, fields, and approvals adapted to your sales with low-code

Frequently asked questions about open-source CRM

Short answers on data foundation, quote-to-cash, adaptation, and how to start.

Is Nuclos CRM a separate system beside the ERP?
No. Customer master, pipeline, and quotes run on the same platform as orders and finance. There is no sync project between CRM and ERP.
What does quote-to-cash mean in Nuclos?
Won quotes become orders, orders become invoices. Line items, quantities, and terms stay intact. Sales and inside sales work from the same status.
Can I adapt the pipeline and fields to my sales process?
Yes. Stages, required fields, approvals, and screens are adapted with low-code. AI speeds configuration inside the proven Nuclos framework.
Do I need a sync project to an existing CRM?
Not if sales and ERP run together in Nuclos. Existing side systems can be retired step by step. Interfaces to third-party systems remain available.
Who is open-source CRM in Nuclos for?
For mid-market companies that want sales and ERP on one data foundation and cannot or will not bend their process to standard CRM.
How do I start with integrated CRM?
With a consultation or a 48-hour prototype of a partial process. For productive delivery, Nuclos Enterprise on agreed scope is the path.
Do we keep source code and data?
Yes. Nuclos is open source. Source code, data, and decision rights stay with you. No per-user license for CRM.

More platform pages

Business processes, document management, and integrations in the same ERP.

Business processes

Warehouse, finance, and projects as the starting point. Adapted with low-code.

View business processes

Document management

Version, approve, and archive documents on the transaction with auditability.

View DMS

Interfaces & integration

DATEV, REST, and third-party systems. Nuclos as the hub in your IT landscape.

View integration

How does your sales process take shape in Nuclos?

Nuclos Enterprise: we deliver your core process on agreed scope. Nuclos Workspace: you adapt in the client, with approval before every apply.

Open Source · Made & hosted in Germany · 25+ years of Nuclos