Features
A complete CRM surface, not a dashboard with extra tabs
Nexus models the objects, relationships and screens a real revenue team needs. Every list, chart and roll-up on this page is built from a single relational dataset, which is why the numbers agree with each other everywhere.
Records
The objects everything else derives from.
Contacts
Identity, role, owner, lifecycle, tags, score, preferred channel — plus a complete 360 view with deals, email, tasks, files and a merged timeline.
Companies
Industry, size, tier, owner and location, with contacts, open opportunities, won revenue, proposals and account activity rolled up automatically.
Leads
A lead inbox with source, score, status, qualification criteria and next action, plus an explicit lead → contact → company → opportunity conversion view.
Deals
Multi-pipeline opportunities with stage, probability, expected close, owner, contacts, products and a proposal — value always derived from line items.
Working the day
Where sellers actually spend their time.
Activities
Calls, meetings, emails and notes in one stream, filterable by type, owner, date, contact, company and deal, and embedded on every record.
Tasks
Today, upcoming, overdue and completed queues with priority, due date, owner and the record each task relates to.
Calendar
Month, week and agenda views. Every event links back to the contacts, company and deal it belongs to.
Inbox
A CRM-native mail workspace with inbox, sent, drafts and archive, threaded messages and the related contact, company and deal alongside.
Commercials
From price list to signed contract.
Product catalogue
Platform tiers, add-ons, services, support and training with categories, billing frequency and active status.
Proposals
Numbered quotes tied to a deal, with line items, discounts, totals, status and expiry — every figure computed from the catalogue.
Forecast
Closed won, commit, best case and pipeline by quarter or year, filterable by team and owner, with coverage against quota.
Reports
Overview, sales, pipeline, activities, leads and team analytics — revenue, win rate, conversion, deal size, sales cycle and source performance.
The workspace
What makes it feel like a product.
Automation builder
Compose a trigger, conditions and actions as explicit nodes. Enable or disable a rule and read the run history for every execution.
Command palette
Cmd/Ctrl + K reaches every record, every page, every quick action and every theme, fully keyboard driven.
Global search
One query across contacts, companies, deals, leads, tasks and activities, ranked by match quality.
Saved views
Reusable filter sets like 'My open deals', 'High-value opportunities' and 'Overdue follow-ups', and you can save your own.
Six visual themes
One architecture, six professionally designed identities. Themes change colour, type and geometry — never layout, content or behaviour.
Team and admin
Per-seller performance, plus a visually distinct admin console for users, roles, audit log and system configuration.
Honest about what this is
Nexus is a frontend template. There is no backend, no authentication and no external delivery: automations run in the browser, the inbox never sends mail, and integration toggles change nothing outside this tab.