What's new in Nucleo

Deal materials and Drive folders

Deals get a Materials card with tagged, versioned documents. A new System → Drive folders section maps company folders once, so every attach flow starts in the right place.

Partner attribution and commissions

Attribute partners to deals and projects with percentage quotas, and let the commission engine compute what each commercial or development partner has earned — with a dedicated report.

Safer company merges

Merging two companies now leaves a permanent redirect behind: old links, bookmarks and integrations pointing at the merged record resolve to the surviving one instead of a 404.

Lead archive and lead source

Leads and Contacts are now clearly separated, disqualified leads land in a searchable Archive, and every lead carries a Source (with automatic mapping for imported records).

GDPR consent history on contacts

Every contact now carries a full, append-only consent history: marketing/newsletter and profiling consents are recorded as immutable events with timestamp and source, with the current status always visible on the contact card.

This gives compliance teams verifiable proof of consent (GDPR art. 7) without changing how sales people work.

Automated sales funnel stages

Companies now move automatically through the funnel — Lead, Prospect, Client, Inactive client — driven by what actually happens in the CRM: first deal opened, first deal won, activity going quiet.

A nightly job keeps stages honest, so pipeline reports reflect reality instead of manual tagging.

Companies auto-created from email domains

Recurring orphan email domains now turn into companies automatically, and company domains stay in sync — contacts stop floating without an account.

Continuous HubSpot sync and background jobs

After the one-shot migration, a daily incremental sync now imports new HubSpot records without ever touching data already cleaned in Nucleo. A new System → Cron jobs page shows every scheduled job with last run, status and run-now.

Contacts with a company email also auto-link to the right company by domain.

AI duplicate detection and data completeness

Company duplicates are now surfaced by AI embeddings — catching the matches exact rules miss — and a completeness check highlights missing fields with AI-assisted filling.

Industry taxonomy with AI normalization

A curated industry taxonomy replaces free-text sectors. Atomo normalizes existing values against it: high-confidence matches apply automatically, the rest land in a review queue with one-click accept and full rollback.

Google Drive on companies and contact merge

Pick and link Drive documents straight from the company card. Contacts get their own merge tool, and a new referrer field tracks who introduced whom.

Atomo copilot and AI company enrichment

Atomo arrives in the Hub: a context-aware AI sidebar that reads and acts on the record you're looking at. Companies can be enriched automatically with web search and registry lookups — sector, size, description filled in seconds.

Contract e-signature and quote workflow

Contracts are now signed online via Documenso. Quotes get an approval workflow with PDF download and a public acceptance link for the client — and a signature automatically generates the subscription.

Enterprise quote builder

A full quote builder with CAPEX/OPEX service lines, multi-contact deals and dynamic close-probability scoring.

Roles, permissions and Contracts

Role-based access control with UI role management, and a new Contracts module — a signed contract moves its deal to Won automatically.

HubSpot import: quotes and marketing emails

The migration importer now brings over quotes with their line items and marketing emails with engagement metrics, and contacts can belong to multiple companies.

Company merge and data quality tools

A merge wizard unifies duplicate companies transferring every linked record, companies support multiple domains and inter-company relationships (groups, brands, partners), and a dedicated Data quality page tracks what's left to clean.

VAT validation via VIES

One click validates a company's VAT number against the EU VIES registry and fills the registered details. Plus: a file archive on records and an in-app user guide.

Deal kanban and automatic projects

Drag deals across pipeline stages on a kanban board. Winning a deal creates its project automatically, and the services catalog aggregates revenue by service.

One-shot HubSpot migration

A complete importer brings companies, contacts, deals, quote lines, notes, emails, meetings, tasks and files from HubSpot into Nucleo — the clean break that starts the CRM with your history intact.

Nucleo Hub: CRM core goes live

The first Nucleo Hub release: contacts and companies, a deal pipeline with kanban view, and Google SSO login. The operational CRM the rest of the module family builds on.