CRM
A sales pipeline for founders who sell for themselves: leads, companies, deal stages, follow-ups, meeting history and forecasts in one place.
A CRM for people who do their own selling. Track leads, companies and deals on a drag-and-drop pipeline, schedule follow-ups, and keep a log of every touch so nothing slips between conversations.
Where do I open CRM?
Open CRM at https://crm.nubosuite.tech or from the Apps tab in Nubo Home. You sign in once with your Nubo account for every app; see Create an account and sign in.
What can CRM do?
- Pipeline board. New, Qualified, Proposal, Negotiation, Won and Lost.
- Follow-ups. Dated reminders grouped into overdue, today and upcoming.
- Going cold. See which leads and deals have gone quiet.
- Forecast. Reports on win rate, deal size and days in each stage.
Move deals, not spreadsheets
Drag cards between stages or switch to a sortable list. Rename, add and reorder your own open stages, up to eight.
Never let a lead drift
Playbooks apply a whole cadence to a lead in one click, such as a recap today and a nudge in three days. A preview shows the dates before you commit.
Learn why deals close or die
Closing a deal asks for a reason. The forecast turns those answers into win rate by lead source and industry, and average won against lost deal size.
What else is in CRM?
- Saved views. Name a filter such as cold SaaS leads and reopen it from a chip.
- Command palette. Cmd or Ctrl plus K searches contacts, companies, deals and activity.
- Buying committee. Link the people who decide a deal, each with a role like champion or blocker.
- Custom fields. Add text, number, date, choice or yes/no fields per record type.
- Recurring revenue. Deals bill one-time, monthly or annually; MRR and ARR are worked out for you.
- Calendar export. Download open follow-ups and close dates as an .ics file.
Which apps does CRM work with?
CRM works with Contacts, Mail, Calendar, Invoices, Sign, Tasks. Apps in one team share the same people and the same team drive; see Teams and sharing.
Common questions about CRM
Can I change the pipeline stages?
Yes. Rename, reorder, add or remove open stages in Settings. Won and Lost stay as the final stages.
How does it know a lead has gone cold?
From the meetings, calls, emails and notes you log. The Going cold filter ranks the quietest leads first.
Can I import or export my data?
Custom fields export as their own CSV columns and import back by name.
Where can I read more?
The product page for CRM on the main site has screenshots and the current plan details: https://nubosuite.tech/en-in/products/crm/. For problems, see Troubleshooting or Support.