Dashboard

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Dashboard
Total Contacts
0
↑ 0 this month
Total Open Deals
—
All pipelines
Combined Pipeline
—
Open deals value
Won This Month
—
April 2026
Win Rate
—
Q1 2026
Email Open Rate
—
No campaign data
New Logo
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React Whitespace
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Onyx Whitespace
—
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Channel Sales
—
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Recent Contacts
NameCompanyScoreStatus
No contacts yet — add your first contact →
Overdue Tasks
No overdue tasks — view all tasks →
Recent Activity
No recent activity yet
Pipeline by Stage — All PipelinesClick bar to view stage
Contact Tags
⚠ Deals At Risk
No at-risk deals — view pipeline →
Period
Last Month
Last Quarter
This Month
This Quarter
Next Quarter
Q4 Forecast
Year to Date
Custom
Won This Month
£96.8k
↑ 18% vs last month
11 deals · All pipelines · Click to view →
Lost This Month
£42.2k
↓ 5 deals lost
All pipelines · Click to view →
Conversion Rate
17.7%
↑ 2.2% vs Q4 2025
62 deals → 11 won · All pipelines →
Avg Deal Size
£8,800
↑ £240 vs Q4 2025
Across all closed deals · Click to view →
Q1 2026 Forecast
£221k
↑ On track · 78% to target
£458k pipeline · All pipelines →
Contact Growth — Last 6 Months
Email Performance
Pipeline Conversion
Lead Score Distribution
Click for breakdown →
Revenue Forecast — Q2 2026
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Pipeline Performance
New Logo
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—
— · Click to view →
React Whitespace
—
—
— · Click to view →
Onyx Whitespace
—
—
— · Click to view →
Channel Sales
—
—
— · Click to view →
Pipeline Value by Stage — All Pipelines
Win Rate by Pipeline
Lost Reason Analysis
Why Deals Are Lost
Loss Reasons by Rep
Top loss reason per rep
Forecast Categories
Commit / Best Case / Pipeline
Open deals only · weighted by probability
By Rep — Forecast Breakdown
Lead Source Attribution
Won Revenue by Source
Open Pipeline by Source
Stage Velocity — This Quarter vs Last Quarter
Win / Loss Pattern Analysis
Win Rate by Rep
Win/Loss by Deal Size
Avg Days to Close
Won vs Lost deals
Revenue Waterfall (MRR/ARR)
Rep Comparison
Deal Cohort Analysis
Closed deals grouped by month — win rate, revenue, and velocity
Period
Last Month
Last Quarter
This Month
This Quarter
Year to Date
Team Revenue
—
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Deals Closed
—
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New Contacts
0
Total contacts
Click →
Avg Deal Size
—
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🏆 LeaderboardClick any row to drill down
📊 Individual GoalsClick any goal to drill down
📈 Pipeline Forecast Weighted pipeline vs target
🎯 Pipeline Coverage Ratio Weighted open pipeline ÷ quarterly target · Healthy = 3×+
👤 Rep Scorecards Period performance per rep
📞 Activity Report Calls · Emails · Notes vs targets
✦ AI Forecast Signals Deal-level confidence adjustments based on behaviour signals
📞 3CX Call Analytics Last 30 days · calls per rep from 3CX CDR
Connect 3CX to see live call analytics. Start server.py and save your 3CX host in Settings → Integrations.
0 selected
0 Contacts
NameCompanyEmailLead ScoreTagsStatusLast Touched ↕
All (0)
Clients (0)
Prospects (0)
Leads (0)
0 Companies 💡 Company names from imported contacts are automatically created
Company Industry Location Contacts Pipeline Avg Score Status
🏢
Auto Company Creation — Enabled
When you import contacts, any Company field value will automatically create a matching company record in the Companies section (if one doesn't already exist). Contacts are then linked to that company immediately. Duplicate company names are merged, not created twice.
Upload CSV File
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Drop your CSV here
or click to browse
Field Mapping
CSV ColumnCRM Field
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Company Fields
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CAMPAIGNS
—
Active / Total
↗ breakdown
TOTAL LEADS
—
Across all campaigns
↗ breakdown
CONTACTED
—
In progress + done
↗ breakdown
COMPLETED
—
Finished sequence
↗ breakdown
IN PROGRESS
—
Active leads
↗ breakdown
to
Sessions
First Seen
Last Visit
Size
⚡
Local proxy required
Apollo's API blocks direct browser requests (CORS). Run the included proxy once to enable Lead Intelligence:
python3 server.py
Then open Nexus at http://localhost:8000 — do not open the HTML file directly.
✦
AI Pipeline SummaryNew Logo
Click Generate to get an AI analysis of this pipeline.
✦
AI Predictive Close DatesNew Logo
Click Predict to get AI-estimated close dates for this pipeline's open deals.
Pipeline: £142,350 · Weighted: £67,800 · 1 deal rotting ⚠
⚠ Overdue
📅 Due Today
🗓 Upcoming

Log and review every phone call against contacts and deals.

Calls This Week
0
No calls yet
Avg Duration
—
No calls yet
Follow-ups Created
0
No follow-ups yet
Call History
ContactDate & TimeDurationOutcomeNotesFollow-up
No calls logged yet. Click “+ Log Call” to get started.
Smart saved audiences — filter your contacts with any combination of conditions.
Generate, manage and track client proposals linked to your New Logo pipeline deals.
Customer Deal Prepared By Date Value Status Actions
No proposals yet. Generate one from a New Logo pipeline deal.
Monthly Buy
£0.00
Monthly Sell
£0.00
Gross Profit
£0.00
AISP / Seat / Month
£0.00
Contract Term
Support Tools
Tools & Platform
Monthly Sell: £0.00
Service Units Buy /u Sell /u Gross Profit /u Total Sell
Support Services
Managed Services
Monthly Sell: £0.00
Service Units Buy /u Sell /u Gross Profit /u Total Sell
Cyber Baseline
Baseline Security
Monthly Sell: £0.00
Service Units Buy /u Sell /u Gross Profit /u Total Sell
Cyber Advanced
Advanced Security
Monthly Sell: £0.00
Service Units Buy /u Sell /u Gross Profit /u Total Sell
Grand Total / Month
£0.00
AISP All-In Seat Price · per seat · per month
£0.00
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Customer Details
Executive Summary AI-powered

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Assessment Areas
Risk Summary
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Needs Work
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Recommended Actions

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Sign-Off
Assessor
SIGNATURE
Approver
SIGNATURE
Generate, manage and track Master Service Agreements for your clients.
Customer Type Prepared By Created Start Date Status Actions
No MSAs yet. Click + New MSA to generate one.
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Mailchimp
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Dashboard
Campaigns
Compose
Audiences
Drip Series
Connect your Mailchimp account above to load the dashboard.

Reusable templates for faster campaign creation.

Email Campaign Cybersecurity Tips — Prospect Enrolment
Active · 0 prospects enrolled
When a new Prospect is added, enrol them in the Cybersecurity Drip Tips campaign · Every Tuesday · 52 weeks
👤 New Prospect Added
→
🔍 Status = Prospect
→
📧 Enrol in Cyber Tips
→
📅 Send Every Tuesday
New Lead Welcome Sequence
Active · 0 contacts enrolled
🎯 Contact Added
→
📧 Send Welcome Email
→
⏱ Wait 3 days
→
📧 Send Lead Nurture
→
📊 If Opened
→
✅ Create Task
Deal Stage Auto-Advance
Active · 0 deals advanced
📧 Email Clicked
→
🔍 If Lead Score > 70
→
📋 Move to Qualified
→
🔔 Notify Josh D.
Deal Rot Alert
Active · 0 triggered
⏰ 7 Days Inactive
→
🔴 Flag as Rotting
→
🔔 Alert Owner
→
✅ Create Follow-up Task
Post-Close Onboarding
Inactive
🏆 Deal Closed Won
→
📧 Send Welcome Email
→
✅ Create Onboarding Tasks
→
📅 Book Kickoff Call
Role Permissions
ADMIN
Full access to all features including Settings.
STANDARD
Contacts, tasks, pipeline, campaigns. No admin.
READ ONLY
View only. Cannot create or edit anything.
Team Members
Create Tag
Preview
New Tag
All Tags 0 tags
Contact Custom Fields
IndustryTextOptional
Lead SourceDropdownOptional
Contract ValueNumber (£)Required
Renewal DateDateOptional
Activity Log
No activity logged yet.
REPORT PERIOD: Select a period, then export or preview any report below.
📊
Pipeline Summary
All open deals by stage, value & probability
🏆
Team Performance
Rep revenue, goals achieved & win rate
💰
Revenue & Forecast
Won revenue vs target with weighted pipeline
🔄
Closed Deals
All won & lost deals with reasons
👥
Contacts Export
Full contact list with status & scores
🔍
Full Deal Audit
All deals across all pipelines & stages
Settings
Admin only
General
Appearance
Pipelines
Goals & Targets
Integrations
Notifications
Admin
Team Members
Contact Tags
Custom Fields
Audit Log
Import Data

General

Configure your company identity, currency, and admin contact. These values appear across the CRM.

Company & Branding
How your organisation is identified throughout Nexus

Appearance

Customise how Nexus looks. Changes apply immediately and are saved to your browser.

Colour Mode
Switch between light and dark themes
Accent Colour
Used for buttons, active states, and highlights throughout the UI

Pipelines

Add, rename, or remove sales pipelines and customise the stages that deals move through.

Active Pipelines
Rename or recolour any pipeline. Remove only works on empty pipelines.
Pipeline Stages
Add, rename, reorder, or remove the stages deals move through. Drag ⠿ to reorder. Tick Won/Lost to flag terminal stages.
Name Colour Prob Won Lost

Goals & Targets

Set individual revenue targets per rep. These drive the progress bars, badges, and leaderboard on your Goals page.

Quarterly Revenue Targets
Individual closed revenue goal per rep, per quarter
Q1
Jan–Mar
Q2
Apr–Jun
Q3
Jul–Sep
Q4
Oct–Dec
Monthly Revenue Targets
Individual closed revenue goal per rep, per month — click a rep to expand
Custom Goal Types
Define additional goal types beyond revenue and deals closed — assign to any rep from Users settings

Integrations

Connect Nexus to external services. API keys are stored only in your browser and never transmitted to third parties.

Microsoft Azure SSO
Restrict access to Nexus to authorised Azure AD accounts. Add your App Registration below. Leave blank to run without SSO.
ACCESS CONTROL
Managed by proxy · Secured in server.py
Managed by proxy · Secured in server.py
When configured, only UPNs listed in Team Members can sign in. Changes take effect on next page load.
No configuration needed — credentials are held server-side.
Azure Cloud Sync
All CRM data (contacts, companies, deals) is stored in Azure Cosmos DB. Shared settings (team members, pipelines, targets) are stored in Azure Blob Storage. Both are managed server-side — no keys required here.
CLOUD SYNC
🗄️
Cosmos DB — Contacts, Companies & Deals
Managed by proxy · credentials in server.py env vars
📦
Blob Storage — Shared Settings
Managed by proxy · credentials in server.py env vars
Data syncs automatically. Use the button to force a full reload from Azure.
AI — Claude / Anthropic
Powers pipeline summaries, next best action, and AI email drafts
REQUIRED FOR AI
Managed by proxy · Key secured in server.py
No configuration needed — key is held server-side.
Mailchimp
Sync contacts and send email campaigns to your Mailchimp audiences
Managed by proxy · Key secured in server.py
Snitcher
Identify companies visiting your website and import them as leads
Managed by proxy · Key secured in server.py
HeyReach SuperAdmin Only
LinkedIn outreach campaigns via your personal LinkedIn. Visible to SuperAdmin only.
Managed by proxy · Key secured in server.py
No configuration needed — key is held server-side.
3CX Phone System Not connected
Click-to-call, live presence, auto call logging, CDR import and call queue wallboard.
Managed by proxy · Key secured in server.py
Apollo.io
Search for leads and enrich existing contacts with Apollo's database of 275M+ people
Managed by proxy · Key secured in server.py
No configuration needed — key is held server-side.
Email Identity
The name and address used when sending emails from within Nexus

Notifications

Choose which events trigger alerts. Enable browser push to receive notifications even when you're elsewhere in the app.

Browser Push Notifications
Deliver alerts via your browser even when Nexus is in the background
Checking permission…
Notification Preferences
Toggle individual alert types on or off
Deal Stage Changed
Alert when a deal is moved between pipeline stages
Deal Won
Celebration alert when a deal is marked as Closed Won
Deal Rotting
Alert when a deal has had no activity for 10+ days
Task Overdue
Alert when a task passes its due date without being completed
New Contact Added
Alert when a new contact is created or imported into the CRM

Team Members

Add, edit, and manage your team's access levels and goals.

Role Permissions
ADMIN
Full access to all features including Settings.
STANDARD
Contacts, tasks, pipeline, campaigns. No admin.
READ ONLY
View only. Cannot create or edit anything.
Team Members
Manage user accounts and permissions

Contact Tags

Create and manage tags to categorise and filter your contacts.

Create Tag
Preview
New Tag
All Tags

Custom Fields

Define additional fields that appear on contact records.

Contact Custom Fields
IndustryTextOptional
Lead SourceDropdownOptional
Contract ValueNumber (£)Required
Renewal DateDateOptional

Audit Log

Track all actions taken within the CRM by your team.

Activity Log
No activity logged yet.

Import Data

Import contacts and companies from CSV files.

CSV Import
Upload contacts or company data from a spreadsheet

Use the Import tool to bulk-upload contacts from a CSV file. Map columns to Nexus fields and preview before committing.

Keyboard Shortcuts & Tips
C — Add Contact
T — Add Task
D — Add Deal
L — Log Call
/ — Quick Search
Esc — Close Panel

My Profile

JD
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Josh Davies
Head of Sales
Admin
Preferences
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View the CRM as another team member
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🕐 Activity
📞 Calls
✉️ Emails
⚡ Quick Email
✦ AI Score
💚 Health
🎙 Meeting Notes
💼 Deals
✅ Tasks
📋 Playbook
📎 Docs
✏️ Edit
Vertex Ltd
Technology · London, UK
Client vertexltd.co.uk
£34,900
Open Pipeline
0
Contacts
1
Total Deals
👥 Contacts
💼 Deals
✅ Tasks
🕐 Activity
📎 Docs
✏️ Edit
People at this Company
Deal Value
£
Probability
%
Stage
Proposal
8d in stage
Close Date
Not set
Stage age 8 days — getting old
📅 Next Action
💡 Setting a date creates a follow-up task.
Activity
Quick Actions
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Companies
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Calls
Analytics
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Automation
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