Sales Pipeline / CRM: deals become real Spire quotes
The sales layer of the Nexus platform: pipeline, customer 360, and an ERP-live account workspace, with email intelligence, campaigns, follow-up sequences, and analytics. Deals push real quotes into Spire, and AI drafts while your people decide.
Key capabilities
- Kanban or table pipeline with stage gates, guided qualification, and quote revisions
- Customer 360: lifetime value, segmentation, AI dedupe, and dormant re-engagement
- ERP account workspace: live A/R, sales history, and a quote builder with AI order assist
- Email intelligence: shared and personal mailboxes matched to customers, private by design
- Campaigns and follow-up sequences that stop on reply, AI-drafted, human-sent
- Referral scorecards, loss reasons, and per-rep win rates
The flow, end to end
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Work the pipeline
Deals move through your stages on a board or a table, with optional stage gates and guided qualification, and every revision of the quote kept on the deal.
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Quote with Spire prices
Build the quote from the customer's account, with their receivables and sales history beside you. Spire's own pricing engine prices every line, and the quote goes into Spire as a real quote.
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Let the customer accept online
Email a branded PDF from the deal, showing the customer's own part numbers. They open a link, with no login, and accept by typing their name.
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Turn it into an order
A wizard creates the customer in Spire if they are new, converts the quote to a sales order, and marks the deal won.
A Nexus add-on module
Sales Pipeline / CRM reads and writes the same live data as everything else you run on Nexus, so it works in step with your other modules: no syncs, no exports. Add it on top of the platform: a flat per-company fee, no per-seat charge.
What people ask about Sales Pipeline / CRM
Does it replace Spire?
No. Quotes and orders are real Spire documents, priced by Spire, and customers, receivables and sales history are read live from Spire. The pipeline, the emails and the follow-ups are what Nexus adds around them.
Which email system does it work with?
Microsoft 365. Personal mail stays visible only to its owner, and shared mailboxes are matched to customers once an administrator connects them.
Will it email customers on its own?
No. Follow-up sequences draft into the rep's Outlook and stop when the customer replies, and a campaign only goes out after a test send and a person pressing Send.
What happens when a customer accepts a quote?
They see the quote without your cost or margin and accept it by typing their name. The deal records who accepted and when, the follow-ups stop, and the rep gets an email.
Add Sales Pipeline / CRM to your Nexus
Book a demo and see it running on your own data, connected to the systems you already use.