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How is this different from a generic CRM like HubSpot?
HubSpot is built around a sales funnel: lead scoring, marketing email and handoffs between teams. Nucle.OS is built around the work after the yes: proposals that become projects, hours against budgets and retainers, and invoices built from those hours. There's no lead scoring here, and no pretending deliverables and deals are the same thing.
Link to this answerWho isn't it for?
SaaS sales teams, teams above about twenty-five people, product companies with no clients, and anyone who needs a public API today. The Built for page explains each one.
Link to this answerDoes it work with Outlook or Microsoft 365?
Not yet. Email and calendar connect through Gmail and Google Calendar only. Everything else works whichever email you use, but your inbox and calendar won't sync.
Link to this answerDoes it replace my accounting software?
No. Nucle.OS sends invoices and takes payments, but it isn't accounting software and doesn't connect to Xero, QuickBooks or FreeAgent. Use your accounting tool alongside it.
Link to this answerGetting started
Can I import existing data?
Yes. Import clients, contacts, deals, tasks, leads and invoices from CSV, with a template for each and a mapping step, so your column names don't need to match ours. Projects aren't imported: create them, from a project type if you want its milestones and tasks, then bring their tasks in.
Link to this answerCan I belong to more than one workspace?
Yes. Each workspace is completely separate, and one person can belong to several. Each owner gets one free trial; a second workspace you own has no trial and needs a plan from the start.
Link to this answerYour clients
What do my clients see?
A portal in your branding, with their projects, milestones, team, files, forms, a chat thread with you and their signed agreements. Give someone client-level access and they also see invoices with Pay now and the retainer burn-down. Project-only access shows no financial details.
Link to this answerDo my clients need a seat or an account?
No seat and no licence, on any plan. Clients use the portal, join your calls, sign agreements, accept proposals, book time, fill in forms and pay invoices for free.
Link to this answerPayments and invoicing
How do clients pay me?
With Pay now on the invoice, in the email or in their portal. They can pay by card or Direct Debit (BACS in GBP, SEPA in EUR, ACH in USD), whichever methods you switch on in your Stripe account. Payments go into your own connected Stripe account. Stripe's standard fees apply; we take nothing on top. Clients can also pay by bank transfer to the details on the invoice.
Link to this answerCan recurring invoices collect themselves?
Yes. A recurring invoice can charge a saved card or Direct Debit on its own. Failed card payments retry after 3, 5 and 7 days; Direct Debit retries up to twice for insufficient funds.
Link to this answerCan I invoice in other currencies?
Yes. Each invoice can be in any of the roughly 30 currencies the European Central Bank publishes a rate for, with your bank details for that currency. The rate is stored on the invoice, and reports show everything in your default currency.
Link to this answerCan I put expenses on an invoice?
No. Expenses are tracked against projects, so you can see what each one has cost, but they don't go on invoices.
Link to this answerCan I issue credit notes or refunds?
Not from Nucle.OS yet. Refunds made in Stripe show on the invoice.
Link to this answerPrice and plans
What does it cost?
Fourteen days free, no card to start. Then Solo is £24 + VAT a month, Studio is £35 + VAT a seat a month from 3 seats, and Agency is £55 + VAT a seat a month from 8 ($29, $45 and $69 plus tax in US dollars). Every module is on every plan. Full details on the pricing page.
Link to this answerWhat's the difference between Studio and Agency?
Studio is £35 + VAT a seat a month from 3 seats; Agency is £55 + VAT a seat a month from 8. Agency also includes onboarding and data migration help, 750 recording minutes per seat instead of 500, and 50,000 emails a month instead of 10,000. The modules are the same.
Link to this answerWhat happens if I go over my allowance?
The AI assistant stops and nothing is added to your bill. Buy 500 more requests for £29 + VAT, once, or add your own key. Call recording and email never cut off. On monthly billing, anything over your allowance goes on your next invoice, at 2p + VAT a recording minute and 1p + VAT per 10 emails we send for you; yearly plans aren't charged for going over.
Link to this answerWhat happens when the trial ends, or if I cancel?
The workspace pauses. Billing, export, your profile and support stay open, and your workspace is kept for 12 months: subscribe again and everything comes back exactly as it was. After 12 months it's deleted, with 30 days' notice by email. You can cancel from Settings → Billing without emailing anyone.
Link to this answerTeams
Can I bring my whole team in?
Yes. Studio and Agency are priced per seat, with no cap on how many people you invite. On Solo you can add up to 2 more people at £12 + VAT a month each ($15 plus tax in US dollars). Inviting someone takes one email; they can add a password or Google sign-in later. Custom roles decide which modules each person sees, and what they can edit.
Link to this answerCan I control what each person sees?
Yes. Owner, Admin and Member roles, plus custom roles that switch each module and capability on or off. External members, like contractors, see only the projects you add them to, and take a seat like anyone else.
Link to this answerAI
Do I need my own AI key?
No. Every plan includes AI requests each month: 200 on Solo, 150 per seat on Studio and Agency. When they run out, the assistant stops rather than running up a bill: buy a pack of 500 more requests, or add your own Anthropic, OpenAI or Google key at any time. Its use is billed by that provider, never by us. A $50 monthly spending limit is set by default, and you can change it.
Link to this answerWhat counts as one request?
One chat answer, one web research run, one meeting summary, or one draft or summary made with a Thames button inside a page. Short questions about how to use Nucle.OS are free.
Link to this answerWill the assistant change things without asking?
Not the things that matter. The assistant, Thames, shows an approval card before anything significant: deletes, sending an email, invoice or proposal, bookings and time off are confirmed every time, and a draft invoice is confirmed unless you've ticked "don't ask again". Most changes can be undone for 10 minutes. It can only do what the person asking is allowed to do.
Link to this answerEmail and meetings
How much of my email history comes in?
Up to the last 12 months, or 3 or 6 if your workspace chooses to keep less: the most recent 30 days straight away, the rest in the background. After that it syncs about every five minutes. Synced mail is kept for that same period, then removed. Your mailbox is private to you.
Link to this answerDoes it connect to LinkedIn and WhatsApp?
Yes, as an add-on: £9 + VAT (or $12) a month for each connected account, on every paid plan. Connect your own LinkedIn or WhatsApp and conversations land in the Inbox beside email, and on the contact or lead they're with. You can reply from Nucle.OS, invite people on LinkedIn, and add LinkedIn steps to a sequence. Every WhatsApp message is typed and sent by a person, one conversation at a time.
Link to this answerIs it risky for my LinkedIn account?
There's some risk, and we'd rather say so. The connection runs through Unipile, outside LinkedIn's official API, and LinkedIn can restrict accounts it thinks are automated. Nucle.OS keeps each account to fixed daily limits (20 invites, 50 messages and 80 profile views), starts new accounts lower for two weeks, and spaces steps out within working hours. The account stays yours.
Link to this answerAre meetings recorded and transcribed?
Yes, in the browser, and guests don't need an account. Transcription comes out of your plan's monthly call-recording minutes, and a recording stops at 4 hours 10 minutes. AI summaries are off until an admin switches them on.
Link to this answerSecurity and your data
Is my data secure?
Every workspace is walled off at the database level, so one workspace can never read another's data. We're hosted on Supabase in the EU, which backs up the database automatically, and stored files are copied to an off-site backup. Sign-in supports two-factor authentication, and every plan keeps a 24-month audit log of changes to settings, money, access and sharing. We're not SOC 2 certified and we won't pretend otherwise: if you need a formal audit before you can sign, talk to us and we'll tell you honestly where we are.
Link to this answerWhere is my data stored?
In the EU, on Supabase. Meeting recordings are stored in the US by our video provider, Daily, under their policy; the transcript is saved as a document in your workspace.
Link to this answerWhat about GDPR?
Nucle.OS is run by a UK company registered with the ICO (ZC266973). Our data processing agreement, privacy policy and terms are public.
Link to this answerCan I get my data out?
You can export companies, clients, contacts, deals, projects, tasks, lists, leads and an index of your documents to CSV from Settings → Export, or download the lot as a zip. For anything else, ask, and we'll get it to you. We're not going to hold your data hostage.
Link to this answerIntegrations
Do you have an API?
Not a public REST API yet. Webhooks work both ways: a webhook can start a workflow, and a workflow can call any public web address. That's how you connect tools like Zapier or Make today. If an API would decide it for you, tell us; it shapes what we build next.
Link to this answerSupport
How do I get help?
By email at hello@getnucleos.com, or through the form on the support page, on every plan. There's no live chat.
Link to this answerIs there a status page?
Yes, at status.getnucleos.com.
Link to this answerQuestions about using the product once you are in - inviting a teammate, connecting a mailbox, where form leads land - are answered on the support page, which also has a form that reaches us. What is in the workspace is listed on the product page, and what it costs on pricing.