Nucleo Hub

Nucleo Hub is the CRM at the center of the Nucleo platform: contacts, leads, companies, deals, quotes, contracts, projects and services in one place, with built-in data quality tooling and Atomo, the AI assistant that works alongside you on every record.

Getting started

You sign in to Nucleo Hub with your organization account. Once inside, everything is organized around a two-level sidebar: an icon rail on the left with the macro areas (Sales, Projects, Finance, Marketing, System) and a sub-menu next to it with the pages of the selected area.

Sales — Leads, Contacts, Companies, Deals (kanban and list), Quotes, Contracts.
Projects — Projects, the Services catalog and the file archive.
System — Settings, users and roles, data quality, taxonomies and background jobs (visibility depends on your role).

Finding things fast

Every list page has search, sortable columns and saved filters. Search matches names, email addresses, phone numbers and web domains, so you can find a contact by typing part of their email or a company by its website.

Open the area you need from the icon rail (for example Sales).
Pick a page from the sub-menu, such as Contacts or Companies.
Use the search box and column filters to narrow the list.
Click any row to open the full record page.

What you can see and edit depends on the role assigned to you by an administrator. If a button or page described here is missing, ask your admin to review your permissions.

Contacts & leads

Contacts are the people you work with. Each contact page shows their profile, the companies they belong to, open deals, an activity timeline (emails, notes, calls and meetings), attached files and their GDPR consent status.

Lifecycle stages

Every contact has a lifecycle stage that tracks how far they are in your funnel: Subscriber, Lead, Marketing Qualified, Sales Qualified, Opportunity, Customer, Evangelist or Other (used for disqualified leads). You can change it at any time from the contact edit form.

Working the Leads page

The Leads page is a focused view for sales qualification. It shows only contacts in the Lead stage, alongside a companies tab for lead companies and an archive tab for disqualified leads. Key columns include the assigned owner, the lead source and the date the lead came in.

Open Sales → Leads and pick a lead to work on.
Qualify it: confirm the need, the budget and the decision maker, logging what you learn as notes.
When the lead is ready, open the row menu and choose Create deal. The deal dialog opens pre-filled with the contact and company, and saving it automatically promotes the contact to Opportunity.
If the lead is not a fit, choose Disqualify instead. The contact is kept in the archive and can be brought back later by resetting its lifecycle stage.

Contacts and multiple companies

A contact can be linked to more than one company. One association is always marked as primary, and each link can carry a role label (for example CEO at one company, advisor at another). You manage these associations from the contact page, where you can add, remove, relabel or switch the primary company.

Deleting is rarely the right move: archive contacts you no longer work with instead, so their history stays intact.

Companies

Companies are the organizations in your CRM. The main list shows every company, while dedicated views filter by business relationship: Prospects, Clients, Suppliers, Partners, Competitors and Investors. A company can hold more than one relationship type at once.

The company page

Core profile — legal name, brand name, VAT number, address, industry, size and website.
Web domains — a company can have several domains, with one marked as primary. Contacts whose email matches any of the company's domains show up as related contacts.
Deals, quotes and contracts — everything in flight with that company, in dedicated cards.
Company relationships — link companies to each other to model groups, brands and subsidiaries.
Documents — a linked Google Drive folder whose files are visible directly from the CRM.

Filling company data automatically

Open the company edit form.
Type the VAT number and click the VIES check button: the registry lookup fills in the legal name and address for you.
Optionally use AI enrich: the assistant researches the company and proposes values for industry, size, description and other profile fields, which you can review before saving.

Funnel state

Companies move through a sales funnel automatically: Lead, Prospect, Client and Inactive client. The stage updates on its own as deals are created and won, and a scheduled job marks clients inactive when there has been no activity for a long period — so your client lists stay honest without manual upkeep.

Deals & pipeline

Deals track every opportunity from first conversation to closed contract. You can work them on a kanban board organized by pipeline stage, or in a sortable list — both views show the same deals.

The kanban board

Open Sales → Deals to see the board, one column per stage.
Drag a card to another column to move the deal to that stage.
Click a card to open the deal page.
Won and Lost columns load their most recent deals first; use Load more to see older ones.

Services and products on a deal

Each deal carries line items picked from your services catalog — including bundles, which add all their services in one go. Every line item has quantity, unit price and can be tagged with the web domain it applies to. Line items drive the deal amount and, later, the quote and the project.

From deal to quote and back

You can generate a quote directly from the deal's line items, and if the quote changes during negotiation you can sync the services back to the deal so both stay aligned.

Deal materials

The deal page has a materials section for the documents produced during the negotiation — proposals, decks, briefs. Each document supports tags and multiple versions, with one version marked as current. You can also attach files straight from Google Drive.

When a deal is marked Won, projects are created automatically from its line items — see Projects & services below.

Quotes & contracts

Quotes turn a deal into a formal commercial proposal; contracts take an accepted proposal to a signed agreement. Both live under Sales and are linked back to the deal and the company.

Building a quote

Create a quote from scratch, or generate one from a deal's services.
In the builder, organize line items into groups, set quantities, unit prices and discounts. Setup (one-off) and recurring amounts are totalled separately, with VAT calculated on top.
Add the narrative parts — cover letter and executive summary — plus billing details and the payment method.
Set an expiration date and save.

Approval and sending

A quote moves through clear statuses: Draft, Pending approval (or Ready to send when no approval is required), Approved, Sent, Accepted, Rejected and Expired. Users with approval permission review pending quotes and approve or reject them before anything reaches the client.

Client acceptance

Every quote has a private acceptance link you can send to the client. On that page the client reviews the proposal and accepts it by entering their name and email — a clickwrap acceptance that is recorded as legal proof, no login required. You can also download the quote as a PDF at any time.

Contracts

Contracts have their own lifecycle: Draft, Pending signature, Signed, Rejected and Expired. From the contract page you can download the PDF, send it out for electronic signature and track it until it comes back signed — or mark it as signed manually if the signature happened offline.

Create the contract and link it to the company and deal.
Review the draft, then send it for electronic signature.
The status updates to Pending signature; once every party signs, it flips to Signed automatically.
If the client signed on paper instead, use Mark as signed to close it manually.

Projects & services

A project is an active engagement — the work you actually deliver to a client. Projects are created automatically when a deal is won: line items are grouped by web domain, and each domain becomes its own project, so multi-site clients get one project per site. Line items without a domain go to a fallback project for that deal.

The project page

Profile — name, domain, status (Active, Paused, Completed, Cancelled), start and end dates, budget and description.
Client company, source deal and the assigned project manager.
Service instances — the services running on the project, each with quantity, pricing, dates, an auto-renewal toggle, a delivery status (Planned, In progress, Delivered, Cancelled) and a responsible person.

Service instances are a snapshot taken when the deal was won. Editing them does not change the original deal line items, which remain the historical record of the negotiation.

Adding a service to a project

Open the project and go to the services section.
Click Add service.
Pick a service from the catalog, or enter a free-form name for a one-off item.
Set quantity, price, dates and the responsible person, then save.

The services catalog

The catalog under Projects → Services is the single source of what you sell: each service has an SKU, category, type, unit price, currency and an optional recurrence (monthly, yearly and so on). The list also shows how many deals include each service and the total revenue it has generated. Archiving a service hides it from new deals without touching historical data.

Partners & commissions

Any company can be flagged as a partner — commercial, development or both — from the partner card on its company page. Partners can then be attributed on deals and projects, and commission rules turn that attribution into amounts.

Commission rules

Each partner has an ordered list of commission rules. A rule defines the direction (in your favor or the partner's), the base it applies to (won deals, contracts, projects or revenue), a percentage or fixed value, and optional minimum and maximum amount conditions. When a commission is calculated, the first rule that matches — in priority order — wins.

Attributing a partner

Open the deal or project the partner contributed to.
In the partner attribution card, add the partner and set their share as a percentage.
Split shares across several partners if needed — the card checks that the total stays within 100%.
Save: commissions are computed from the partner's active rules.

The commissions report

The partner commissions report gathers every accrued commission in one table — by partner, source record and amount — so you always know what has matured on each side. Each partner's company page also shows its own commission history.

Data quality

The Data quality area keeps your CRM clean and trustworthy. It is organized by objective — Duplicates, Normalization, Completeness, Anomalies — and for each objective you choose the method: Classic (rule-based checks) or AI. An overview tab summarizes what is fixed, pending and skipped across the board.

Duplicates and merging

Classic detection finds companies and contacts that match exactly or closely on name, email or domain. AI detection goes further, using semantic similarity to catch duplicates that spelling variations would hide. Either way, you resolve them the same way:

Open Data quality → Duplicates and pick Companies or Contacts.
Review a duplicate group and open the merge dialog.
Choose the surviving record and confirm which values to keep for each conflicting field.
Confirm the merge. Related deals, contacts and history move to the surviving record, and links to the merged record keep working.
Not a duplicate? Dismiss the group so it stops appearing — you can undo a dismissal later.

Normalization

AI normalization maps free-text industry values onto your central industry taxonomy. High-confidence matches are applied automatically; the rest land in a review queue where you accept, reject or roll back each proposal. Bulk accept is available for large queues, with a double confirmation when many records are involved.

Completeness

The completeness tab shows which key fields are missing across your records, and includes a powerful shortcut: contacts without a company can be linked automatically to the company that owns their email domain. Personal email providers are excluded, and domains that match no company can be assigned to one — or used to create it — on the spot.

Anomalies and audit trail

The anomalies tab surfaces invalid values, such as malformed emails or phone numbers, and you can validate VAT numbers against the European VIES registry. Every data quality action is logged with who did what and when, and individual actions can be rolled back if something was applied by mistake.

Atomo AI assistant

Atomo is the AI assistant built into Nucleo Hub. It opens as a side panel next to whatever you are doing and understands the CRM: it can look up records, answer questions about them and make changes for you — all through plain conversation.

Context awareness

When you open Atomo from a company, contact, deal, project, quote or contract page, it already knows which record you are looking at. You can ask “summarize this deal” or “add a note that the client asked to postpone the kickoff” without repeating any names.

What Atomo can do

Search companies, contacts and deals by name, email, domain or other criteria.
Open and summarize a specific record, including its recent activity.
Create new companies, contacts and deals from a description you give it.
Update fields on existing records — change an owner, a stage, a phone number.
Add notes to a record's timeline.

Click the Atomo button to open the assistant panel.
Type your request in plain language and press Enter — answers stream in as they are generated.
Review what Atomo did or found; changes it makes are regular CRM edits, visible to your team immediately.
Use the new chat button to start over with a clean conversation.

Atomo is permission-gated: it only acts on data your account can access, and administrators control who can use it.

Google Drive documents

Nucleo Hub connects to your Google Drive shared drives so documents stay where your team already keeps them, while remaining one click away from the CRM record they belong to.

Linking a folder to a company

Open the company page and go to its documents section.
Click to choose a Drive folder: a picker lets you browse your shared drives, navigate subfolders and search by name.
Select the folder. From now on, everything in it is listed on the company page, with links that open the files in Drive.

Attaching files to a deal

Deals can reference specific Drive files rather than whole folders. The file picker opens on the folder of the deal's company, supports multi-selection and adds the chosen files to the deal's documents list.

Managing folders centrally

Administrators have a System page that keeps a synchronized snapshot of your Drive folder tree and lets them assign folders to companies in bulk — useful when onboarding many clients at once.

The CRM never copies your files: it links to them. Access still follows your Google Drive permissions.

Settings & roles

The System area is where administrators shape how Nucleo Hub works for the whole team: users, roles, AI configuration, taxonomies and background operations.

Users, roles and permissions

User management lists everyone with access, their role and job function. Roles bundle granular permissions — viewing companies, editing deals, approving quotes, managing settings and so on. You can create custom roles and tune their permissions; the built-in Owner and Admin roles are protected and cannot be modified.

Open System → Roles and create a new role, or open an existing one.
Toggle the permissions the role should grant and save.
From user management, assign the role to the right people.

AI settings

Administrators choose the AI provider and models used across the Hub, manage API keys and can fine-tune the configuration per feature — the assistant chat, data enrichment and data quality tasks can each use a different provider and model. API keys are stored securely and never displayed back in full.

Taxonomies

Central lists used throughout the CRM are editable from System: the industry taxonomy (the sectors companies are classified into) and the business relationship types (Client, Supplier, Partner and any custom type you need). Changes apply everywhere instantly.

Background jobs and sync

Scheduled jobs — see every recurring job with its last run, outcome and history, and trigger any job on demand with Run now.
External CRM sync — if you migrated from another CRM, an incremental sync imports records created there after your go-live, without ever touching records you have already cleaned or merged. A log tracks each run, and you can start one manually.
Workspace user sync — keeps CRM users aligned with your Google Workspace directory on demand.