Quote, invoice and get paid from one CRM.
Nexus keeps your contacts, deals, quotes and invoices together, so every enquiry has a clear next step.
Free trial. No card needed. Cancel any time. Export contacts and companies to CSV any time.
Harbour Cafe fit-out
Example job
Deal D-0042
-
Day 1
DoneEnquiry received
Web form on harbourcafe.example
-
Day 1
DoneContact and deal created
Jo Harper, Harbour Cafe
-
Day 2
Quote Q-0012 sent
4 items, tax included
4,800.00
Done -
Day 3
DoneQuote accepted online
Signed by Jo Harper
-
Day 3
Deposit invoice INV-0031
50%, paid by card
2,400.00
Done -
Day 18
Balance invoice INV-0032
Paid by card
2,400.00
Done
Paid in full
4,800.00
Everything the job needs, in one workspace
Quotes, invoices and card payments
Send a quote the customer accepts online, invoice with a deposit and balance, and take card payments through Stripe.
Pipelines and deals
Move deals through stages you define. Add items, tax and discounts, and see a forecast of what is likely to close.
Contacts and companies
Every person and business in one place, with notes, tasks and a timeline of what happened. Duplicate rules catch repeats when you save.
Forms on your own website
Build a form in Nexus and embed it on your site, so each enquiry arrives where your team works.
Email from your own mailbox
Send one-to-one email from Gmail, Microsoft 365 or SMTP. Opt-outs are respected, so nobody gets email they asked not to.
Let rules handle the follow-up
When a form is submitted, Nexus can assign an owner, alert the team and reply to the enquirer. Add branches for different cases and waits for the right moment to follow up.
- Assign an owner
- Alert the team
- Reply to the enquirer
Why not a big CRM?
One flat price per workspace
No feature tiers and no paid add-ons. Quotes, invoices, forms and automations are all part of Nexus.
Quote to cash in one place
Send the quote, take the deposit and collect the balance without a separate invoicing app.
Made for small teams
No sales-department features to configure before you can send your first quote.
Control stays with you
Separate workspaces
Each organisation's data stays in its own workspace.
Roles you control
Four built-in roles, with permissions set per workspace.
An audit trail
Changes and requests are logged.
Payments to your account
Stripe Connect pays into your own Stripe account.
Start with your next enquiry.
Free trial. No card needed. Cancel any time.