Nubo Suite
Know who to call next.
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. Included in every Nubo plan, at one per-seat price for all apps.
- Pipeline boardNew, Qualified, Proposal, Negotiation, Won and Lost.
- Follow-upsDated reminders grouped into overdue, today and upcoming.
- Going coldSee which leads and deals have gone quiet.
- ForecastReports 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.
And everything around it.
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.
Works with the rest of Nubo.
CRM shares your Nubo sign-in with every other app.
Frequently asked
- 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.
CRM is included in every plan.
GST (18%) extra. Compare plans