Sales Team’s Activities a Bit of a Mystery to you?
If your team is still wrestling with disconnected systems, unwieldy quoting tools, and fragmented customer information, we know exactly how that feels. Your business sells, installs, services, and repairs equipment—and doing all that with recurring billing, with strict SLAs, means you need more than just a CRM. You deserve one designed specifically for servicebased businesses, now available: CO3 Nucleus CRM is released and fully operational today.
Why this matters to you
You’re juggling sales pipelines, quotes, installations, contracts, maintenance schedules, and billing triggers—all while aiming to keep SLAs watertight. You need your CRM to understand that your workflow moves between sales, installation, service, and billing departments, that service jobs generate stock usage, and that billing is often recurring or meterbased. CO3 Nucleus CRM is built to do exactly that: not just manage customer contacts, but bridge the information flow and between sales, service, inventory and billing seamlessly.
New CRM features at your fingertips
1. 360° customer view, fully integrated
Now you have realtime visibility over every customer: past equipment purchases, service history, contract status, and outstanding quotes—all in one unified dashboard. Because CO3 Nucleus CRM are part of the same ecosystem as Nucleus Service, your mobile staff can see job logs, warranty claims, technician notes and SLA compliance—all linked to the asset serial number.
That means when a customer calls, your team can instantly recall: “Jane, you have three installed meters under support contract; two had service visits in June; your quote for the spare unit is awaiting signature.” You are prepared. You are on top of things.
2. Inbuilt document flow from quote to order to sale to install to invoice to contract invoice
Gone are the days of crafting quotes in Excel or powerpoint slides. With Nucleus CRM, your team produces accurate, professional quotes in seconds— built for your products and service models.
Automate pricing tables, apply discount rules, include recurring billing terms, and deliver quotes branded for your company. Once approved, the quote becomes a sales order, triggering stock reservations, job creation and ready to be added to automated billing schedules at the click of the button. No double entry. No missplits.
3. Pipeline and activity management, your way
Track every lead, every opportunity, and every task with flexible pipelines. You can tailor stages to fit your sales journey: quote sent → demo scheduled → contract review → installation booked → service followup. Tasks and followups can be autoassigned, reminders sent, and handoffs tracked—ensuring nothing falls through the cracks.
Better still, the system allows customer documents to be stored in the customer profile—so your team has full context. That means less duplication of effort, smoother handoffs between sales, service, and finance – leading to stronger customer relationships.
4. Automated contract and billing triggers
Contracts don’t live in isolation. Once a quote is signed, and the service contract created and applied (feebased or meterbased), recurring billing, and even preventative maintenance tasks become scheduled items in Nucleus Service. When renewal or SLA breach windows are approaching, automated reminders and notifications ensure your team acts proactively.
This integrated process helps you protect margins, avoid lapse in service, and ensure cash flow stays healthy—without relying on manual spreadsheets or separate billing tools.
5. Mobileenabled sales and service on the go
If your field service technicians also ‘wear a sales hat’, they are equipped through the Nucleus Service mobile app: they may look up contacts, create quotes, update job status, take photos, capture digital signatures—and all updates synchronise instantly. That personal touch helps customers feel cared for and ensures your admin isn’t delayed.
Because CRM and Service share the same platform, a quote created in the field can be converted to an order immediately and reserve stock and generate a job card —so warehouse can pack kits, parts show up in van stock, and service teams know exactly what to expect.
6. Sales analytics that connect to service and profit
With granular dashboards, you’ll see how your CRM actions directly impact service outcomes and profitability. View pipeline conversion linked to firsttime fix rates, monitor SLA compliance alongside billing realisation, and track quote turnaround times.
This lets you identify where deals stall, which product lines are less profitable, and which contracts deliver recurring revenue reliably. You can then coach your team accordingly, shift priorities, or adjust pricing—based on real data.
Bridging the gap between sales and service
Sales managers, you’re no longer relying on separate tools for quoting, contacts, service jobs and billing. Your sales staff get the tools they need to close business, manage relationships, and drive recurring revenue—without tech friction.
The integration between CRM, and Nucleus Service means:
- Quotes → contracts → service jobs → invoicing all flow effortlessly
- Sales pipelines are enriched with servicelevel metrics and speeded with clear visibility of inventory availability
- Customer satisfaction improves thanks to fewer delays, fewer errors, and faster response
Personalising the system to your business
CO3 Nucleus and CRM are configurable to your workflow. Set up custom pipelines for teams or sales reps, billing rules, SLA thresholds, and user permissions. Our integration with 3rd party tools puts a raft of quote template tools at your fingertips, with an automated flow from there to an order in our Nucleus Service when the quote is accepted. Whether you’re a regional installer of airconditioning equipment, a national supplier of industrial meters, or a multisite service business—your system fits you.
Want to bundle products and service levels? No problem. Need recurring billing monthly, metred quarterly, or usage based? Supported. Require alerts when a service kit hasn’t been dispatched 48 hours before an SLA is breached? Built in. The aim is to remove friction so your team can focus on selling and satisfying customers.
Real world impact you’ll recognise
Early adopters have seen:
- Quotetoorder time halved, accelerating sales cycles
- Firsttime fix rates improved thanks to accurate stock reservation and configurable job scheduling
- Billing accuracy up through automated contract billing rules
- Improved crosssell by tracking customer history and maintenance patterns
- Greater customer satisfaction with timely response and fewer errors
Remember—every equipment sale is also a service opportunity, every quote potentially the start of recurring revenue, and every SLA a promise to keep.
Why CO3 Nucleus CRM stands out
While many CRMs focus only on selling, CO3 builds for businesses where sales and service are inseparable. You get:
- Unified platform: CRM, quoting, service, inventory and billing in one ecosystem
- Deep integration: Data flows across modules—no manual syncing, no data silos
- Serviceaware CRM: Customer, contract, asset, SLA and quote data are all visible in one software interface
- Mobilefirst: Sales and service staff stay productive anywhere
- Builtfor recurring revenue: Contracts, metering and billing built into the core CRM
And because the Nucleus CRM is released and live now—not “coming soon”—you can roll it out immediately, pilot with your team, and start seeing results without delay.
Final thought
You need more than contact lists and pipelines—you need a CRM that aligns with your business where sales create service, quotes become contracts, and service underpins recurring invoices. CO3 Nucleus CRM delivers exactly that.
Launch today, unite your sales and service teams, win more deals, and delight your customers consistently.
Ready to unlock CRM for service businesses?
Get in touch for a demo or personal walkthrough—CO3 Nucleus CRM is live, tailored for your world, and waiting to work your way.