Win the work
From a name you half-remember to a signed agreement, without leaving Nucle.OS or re-typing anything.
8 modules
One signature, three things happen.
When a client accepts your proposal, Nucle.OS can mark the deal won, raise a draft invoice from the line items and start the project. Set each one to ask you first, happen automatically, or stay off.
Leads
Catch enquiries from your website forms and imports before they turn into a lost note.
Records the page they landed on, campaign (UTM) tags and the referring site. Send form leads to one person, or take turns.
Prospecting
Find and enrich contacts at companies you want to work with, on your own Apollo account.
Describe who you want to reach and Thames sets the filters. When a search finds few people, see how many each looser filter would find. Tries Hunter.io when Apollo has no email. People search is free; company search and each email revealed use your credits.
Companies
Every organisation you deal with, with the people and history attached.
Contacts, deals, projects, documents, emails, proposals and agreements on one page.
Contacts
People as records of their own, not rows hidden inside a company.
Suggests people from your synced mail who aren't in the CRM yet.
Lists
Segment contacts and leads into a working list, then enrol the whole list in a sequence.
Holds contacts, leads and prospects. Link it to a sequence and people added later are enrolled too.
Deals
Multiple pipelines, weighted forecasting, and a board that moves.
Table, board and forecast views: best case, likely and closed won, by month, stage or pipeline.
Proposals
Build and send a proposal that looks like you wrote it, and watch it being read.
Designed templates, and how far they read and for how long. Acceptance can win the deal, draft the invoice and start the project.
Agreements
E-signature built in, so the yes and the paperwork are the same moment.
Signing in order or all at once, reminders every three days, and a signed PDF with a certificate of completion.
Deliver it, and get paid
Projects that know their own hours and budget, and invoices that read from the work you already logged.
9 modules
Paid on the 1st, without chasing.
Pick the approved billable hours from the invoice and they become lines, marked billed so they can’t be invoiced twice. Clients pay by card or Direct Debit into your own Stripe account, with no fee from us. Recurring invoices can collect themselves, and retry a failed payment where a retry can help.
Clients
The delivery-side record for a company or person you’ve won, kept apart from the sales pipeline.
Created the moment a deal is won. Holds projects, invoices, portal users and a saved payment method.
Projects
Types, templates, milestones and stages, set up once and reused every time.
Board, Gantt, QA log and budget against logged hours. Share a project with a partner's workspace, financials hidden.
Tasks
A list across projects, a board inside each, and a task that remembers its project.
Subtasks, recurring tasks, hour estimates, and opt-in one-way push to Google Calendar.
Time
Start a timer from anywhere, or log the hours on the task afterwards.
Submit the week for approval: submitted hours lock, and approved ones are ready to invoice.
Planning
Who can work how much: working hours per person, time off, and public holidays for their region.
Book people by days, hours or share of their week. Twelve weeks of capacity against bookings and the weighted pipeline.
Retainers
Hours against a monthly or quarterly bucket, with roll-over rules, warnings at 80% and 100%, and an optional pause at the cap.
Your client’s account users see the hours used in their portal.
Finance
Invoices, recurring billing, payments, expenses and reports, in any currency, with your own invoice prefix.
Card or Direct Debit (BACS, SEPA or ACH) into your own Stripe account, with no fee from us. Automatic collection retries a failed payment when a retry can help.
Workflows
Automate the repetitive parts: triggers, branches, waits, webhooks.
Visual editor with branches, delays and test runs that send nothing. Webhooks in and out. Eight starter recipes.
Forms & surveys
Capture leads on your own site, and send clients a feedback survey.
Seven question types including file upload. Embed with UTM forwarding, or attach to a project for the portal.
Stay in touch
Client conversation in the same place as the work it is about, not in somebody's inbox.
7 modules
Every thread, on the client it’s about.
Connect your Gmail and threads land on the contact, company and deal they’re about, and you can link any thread to a project. Your mailbox stays private to you.
Email
Connect your Gmail; threads land on the contact, company and deal they’re about.
Brings in up to the last 12 months (or 3 or 6, if you choose), then syncs forward. Link any thread to a project. Your mailbox stays private to you. LinkedIn and WhatsApp conversations share the same Inbox, as an add-on.
Sequences
Multi-step outreach that stops as soon as somebody replies.
Send, wait and branch on opens, clicks, replies or bounces, from your own Gmail. Unsubscribes handled. Run one as a campaign: Thames writes the emails and a personal first line for each person and sorts the replies, and the campaign pauses itself if bounces climb. You check and launch.
Chat
Internal and per-project threads, with mentions that link to real records.
A separate client thread on each project that portal users can read and reply to.
Calendar
Your Google Calendar beside the workspace's tasks, deals and projects, in one view.
Bookings and the tasks you choose go back to Google Calendar.
Bookings
A booking link with your real availability behind it.
Buffers, notice periods and intake questions; time off and holidays close the day. Each booking records how they found you (your site’s pages, the link’s UTM tags) for a Sources report, and can add the booker as a lead. Reschedule or cancel from your list.
Meetings
Join, record and transcribe a call without a third tool.
Guests need no account. Transcription comes out of your plan's call-recording minutes. AI summaries are opt-in.
Recordings
Screen recordings with camera, shareable by link.
Start one from the top bar and share the link.
See where you stand
The three questions a Monday starts with: how are we doing, who is doing what, and what were we trying to achieve.
3 modules
Can we take it on?
Put an effort estimate on a deal and it shows up in planning: twelve weeks of team capacity against what’s booked and what’s likely to close, so you know before you say yes.
Dashboard
Your day on top - your next call, what's due and what's waiting on you - then the business underneath.
Revenue against target, what's owed, the pipeline and projects at risk, for today, this week, month, quarter, half or year. Show or hide any card.
Team
Roster, roles, utilisation and who is doing what this week.
Capacity and bookings for each person, and rates for those with finance access.
Strategy
Objectives with clear finish lines, reviewed rather than written once.
Automatic red, amber or green status, quarterly close-out, and action items that become tasks.
Keep what you know
The context that usually lives in somebody's head, written down where the next person can find it.
4 modules
Draw it where the work is.
A whiteboard sits on the project, deal, company or contact it explains, so the sketch from the kickoff is one click from the brief. Draw it together in real time, and go back to any earlier version.
Documents
Versioned files with folders, previews, and links that expire.
Up to 100 MB a file. Share links with optional expiry and password, and see who opened them.
Notes
Rich notes that can @mention any record, shareable outside the workspace when needed.
Folders, tags, @mentions and public read-only links.
Whiteboards
Draw the thing, attach it to the project it explains.
Real-time with your team, with version history.
Company knowledge
Company facts the assistant can answer from, kept in one place.
Findable from the search box.
Add-on
LinkedIn and WhatsApp, on the record.
Connect your own accounts and their conversations land in the Inbox beside email, and on the people they're with. £9 + VAT (or $12) a month for each connected account, on every paid plan.
LinkedIn
- Conversations with a lead or contact show on their record, matched by their LinkedIn profile.
- Reply from the Inbox with files and voice notes, or invite them to connect with a note.
- Fill a lead from their LinkedIn profile: name, headline, role and place.
- Invite, message and view-profile steps in sequences, with branches on accepted and replied.
- Fixed daily limits for each account: 20 invites, 50 messages, 80 profile views. Replies you type don't count.
WhatsApp
- Connect your number by scanning a QR code.
- Chats are matched to the contact or lead by phone number, and a group can be linked to its client or project.
- Reply from the Inbox, or message someone from their record, with photos, files, GIFs and voice notes.
- One-to-one only: every message is typed and sent by a person.
Thames and connected apps like Claude can read your linked conversations, and nothing is sent without your approval.
The assistant
An assistant that asks first.
Thames works across the CRM, delivery, finance and planning, with the same permissions as the person asking. It finds, drafts and changes things, and shows you an approval card before it sends or deletes anything.
Undo most changes for 10 minutes.
Never sends an email, invoice or proposal without a yes.
Remembers what you tell it: for you, or for the whole workspace when an admin saves it.
A daily brief each morning, if you want one. It uses no AI requests.
Runs on your plan’s included requests. When they run out it stops, and nothing is charged unless you buy a pack or add your own key.
The basics
True in every module.
A client portal, included
Your clients get their own way in - projects, files, chat and invoices - without a seat, a licence, or sight of anything else.
Roles that fit how you work
Custom roles across all 31 modules, so a contractor sees the project and not your rates or invoices.
Search everything
One search box across about twenty kinds of record, including what’s written inside notes.
Your own sending domain
Booking, meeting, portal and form emails go out from your domain once it’s verified. Included on every paid plan.
Safe by default
Two-factor sign-in, a 24-month audit log, and 15 days to restore deleted records from Trash.
Clients pay you directly
Card or Direct Debit through your own Stripe account. The money goes straight to you, with no fee from us.
Where it stops
What it doesn’t do, yet.
Better to know now than in week one.
Accounting. Nucle.OS doesn’t connect to Xero or QuickBooks, so use yours alongside it.
Outlook and Microsoft 365. Email and calendar are Google only for now.
A public API. Webhooks work both ways; a REST API isn’t built yet.
Credit notes and refunds. Refunds made in Stripe show on the invoice, but you can’t issue one from Nucle.OS.