Set it up. Let Nucleus follow through.
AI agents handle routine intake and follow-up using your company’s knowledge and rules. Keep estimating, design, permitting, construction, payments, and warranty care moving in one platform.
A connected customer journey
- 01
Capture and qualify the inquiry
AI agents and the team capture customer needs, identify project intent, route the work, and keep follow-up moving.
- 02
Estimate, sign, and onboard
Connect the proposal, signature, applicable payments, and customer onboarding to the same opportunity and job.
- 03
Design, permit, and review the book
Coordinate selections, Render outputs, property details, permitting, and Cortex project-book review before the next stage.
- 04
Buy, schedule, and build
Keep purchase orders, change orders, schedules, daily logs, weather, files, and contractor activity with the project.
- 05
Automate accountability and track finances
Create action items and reminders from workflow requirements, while reviewing time records, collections, commissions, and margin.
- 06
Follow through after completion
Continue with configured warranty calls, claim intake, customer communication, and reports that show what needs attention.
Run the whole construction lifecycle from one connected record.
Set your rules once and automate eligible routine follow-up.
Keep design, permitting, field work, and finance connected.
See project readiness, open action items, and what needs attention.
Your applications. One connected operating platform.
Bring AI Studio, Cortex Assistant, Nucleus Voice, Design Studio, Render, Helix, Orchestrator, Conversions, Blog Builder, and your operational workspaces together. The team shares customer and project context throughout the work.
Nucleus CRM
One operating record for leads, customers, jobs, ownership, communication, and activity from first inquiry through warranty follow-up.
AI Studio & AI agents
Configure company-aware agents, intake scripts, qualification, callbacks, and follow-up rules. Let routine conversations run automatically, with a route to your team when needed.
Nucleus Voice softphone
A built-in softphone for inbound and outbound calling, with caller context, routing, notes, and communication history connected to the customer.
Cortex Assistant
Ask questions with company and CRM context, investigate records, and use AI assistance for estimate and project-book review with supporting evidence.
Design Studio
Customer onboarding, selections, design coordination, and project readiness connected to the approved scope and job.
Render
An included application for visual project prep, floor-plan rendering, and review-ready packages using project context, photos, uploads, and room details.
Helix dashboards
Build and share reports for sales, marketing, departments, action items, collections, commissions, and project performance.
Orchestrator
Coordinate communication campaigns, audiences, timing, and follow-up directives, then inspect test and delivery activity from one workspace.
Conversions
Map CRM dispositions to Google Ads, Meta, and Reddit conversion events. Review event uploads, provider reporting, and campaign performance.
Blog Builder
Prepare and manage marketing blog content with AI-assisted drafting, review, and a content library connected to your company workflow.
Image Asset Library
Organize images and visual assets for reuse across company marketing, content, and project presentations.
Catalog
Manage the materials, labor, categories, and pricing information used in design and estimating, with live collaborative workspaces for the team.
Calendar & tasks
Coordinate appointments, department schedules, boards, assigned tasks, action items, and reminders alongside the work they belong to.
Construction operations
Manage schedules, purchase orders, change orders, daily logs, weather, files, contractor access, and geofenced time records as the work happens.
Permitting workspace
Bring property details, jurisdiction lookups, permit tracking, and configured NOC workflows into the project lifecycle.
Finance & collections
Connect estimates, payment requests, invoice balances, collections, commission calculations, and job profitability to the same job record.
Work on jobs and opportunities together, live.
Collaborate with team members and AI agents in shared workspaces. Live presence and collaborative editing keep people working from the same record, while Cortex helps with the applicable job, opportunity, and company context.
- See collaborators and coordinate edits in the shared workspace.
- Bring sales, design, project management, finance, and marketing into the same flow.
- Work with Cortex on the customer and project context already in Nucleus.
- Keep access and workflow approvals tied to the responsible team.
Job & opportunity workspace
- S
Sales
Editing estimate scope
- D
Design
Reviewing project selections
Project management
Coordinating readiness items
Cortex Assistant
Assisting with the job and opportunity context
CMK Construction connects customer intake, design, and job operations.
Explore documented workflow examples, including a project that entered Design on the day of its scheduled sales appointment and a project-book review with six resolved review items.
“Nucleus keeps our sales workflow, Design Studio onboarding, Render prep, and handoff context connected from the first inquiry through project kickoff.”
CMK Construction Inc. uses Nucleus across customer intake, design coordination, Render prep, and operational follow-through.
Documented work. Visible follow-through.
Explore verified CMK Construction examples for same-day Design advancement and project-book review, alongside practical examples of company-aware AI automation.
From appointment to Design in one day.
Six review items reconciled with project evidence.
From winning the work to running the job.
Manage the daily work after the sale too: permitting, project-book review, scheduling, purchasing, construction logs, contractor access, time, payments, and warranty follow-up.
Sales, estimates, and signed scope
Keep intake, follow-up, scope, pricing, signatures, commissions, and margin connected as an opportunity becomes a job.
Permitting and property intelligence
Retrieve applicable property details and jurisdiction data, track permits, and move configured permitting and notarization steps forward.
Cortex project-book review
Review uploaded project books against estimate scope and change orders. Inspect findings, retain explanations and files, and re-review the package with supporting evidence.
Daily logs, weather, and files
Keep site updates, weather records, photos, documents, and job activity together so project management can follow what actually happened.
Schedules and automated action items
Turn project milestones and readiness requirements into assigned action items, with configured reminders across supported communication channels.
Purchase orders and materials
Organize job purchasing, supporting files, and material coordination, including connected Sortly workflows.
Change orders and approvals
Keep scope changes, supporting documents, approvals, and related payment activity tied to the applicable job and project.
External contractor access
Give outside contractors their own permissioned access to the job information and workflows relevant to their work.
Geofenced time clock
Connect clock-in and clock-out records to work locations and configured location rules, with time records available for review.
Payments and collections
Connect Stax payment activity and invoice balances with collections and job readiness. Keep accounting invoice status visible alongside the work.
Warranty and customer follow-up
Continue after construction with configured warranty outreach calls, claim intake, reminders, and customer communication history.
Marketing conversion feedback
Map eligible CRM outcomes to Google Ads, Meta, and Reddit conversion events, then inspect uploads, reporting, and delivery history.
Helix reporting and accountability
Review sales, department workload, open action items, project movement, commissions, collections, and financial performance.
Company-specific website knowledge
Index trusted company websites on a configured schedule so connected AI agents can retrieve relevant information with source references.
Permissions and activity history
Keep ownership, access, changes, and communication activity visible across sales, design, finance, field teams, and leadership.
Your services, connected to the work.
Connect marketing outcomes, inventory, notarization, and payments to the same customer and job records. Company settings control the applicable provider connections.
Microsoft
Calendar, Teams, and sign-in
Connect configured Microsoft calendars, Teams meetings and notifications, and Microsoft sign-in to company workflows.
Google
Calendar, Meet, and sign-in
Use configured Google Calendar and Google Meet connections for scheduling, with Google sign-in available when enabled for the workspace.
Sortly
Inventory and purchasing
Connect material and purchasing workflows to job purchase orders, with inventory context available to the team.
Google Ads
CRM conversion uploads
Map CRM dispositions to conversion actions and upload eligible lead, appointment, and sale events with conversion values.
Meta
Conversions API
Send mapped CRM outcomes to the configured Meta dataset, using available customer and click identifiers for matching.
Reddit Ads
Conversions and audiences
Connect CRM disposition events to Reddit conversions and support closed-won customer audience workflows.
Proof Notarization
Notarization and NOC
Connect Proof Notarization to configured Notice of Commencement workflows, with document status and completion in the job record.
Stax
Payments and collections
Keep payment requests, transaction activity, invoice balances, and collections connected to the applicable job.
QuickBooks
Invoice status tracking
Track QuickBooks invoice status alongside job collections so operations and accounting can coordinate their next steps.
A connected lifecycle, through construction and beyond.
Move from inquiry and signed scope through Design, permitting, construction, collections, and warranty follow-up, with accountable owners and visible readiness at each stage.
Capture and qualify the inquiry
AI agents and the team capture customer needs, identify project intent, route the work, and keep follow-up moving.
Estimate, sign, and onboard
Connect the proposal, signature, applicable payments, and customer onboarding to the same opportunity and job.
Design, permit, and review the book
Coordinate selections, Render outputs, property details, permitting, and Cortex project-book review before the next stage.
Buy, schedule, and build
Keep purchase orders, change orders, schedules, daily logs, weather, files, and contractor activity with the project.
Automate accountability and track finances
Create action items and reminders from workflow requirements, while reviewing time records, collections, commissions, and margin.
Follow through after completion
Continue with configured warranty calls, claim intake, customer communication, and reports that show what needs attention.
Configure your AI agents. Let the routine run.
Set company knowledge, scripts, routing, consent requirements, and follow-up timing. Eligible routine work runs automatically, with activity you can inspect and approvals or exceptions sent to your team.
Configure once. Follow through automatically.
Give AI agents your intake scripts, qualification questions, routing, and follow-up rules. Routine work runs on the configured workflow instead of starting from a blank page each time.
Company website knowledge, refreshed
Choose trusted company domains, exclusions, and a daily or weekly indexing schedule. Connected agents retrieve relevant published website content and source links when answering questions.
Calls, callbacks, and appointment support
Use configured agents and campaigns for inquiry handling, callbacks, appointment communication, and missed-contact follow-up.
Multi-channel reminders
Keep eligible follow-up, task reminders, internal alerts, and customer messages moving through the supported channels and timing your company enables.
Cortex estimate and book review
Review estimate completeness and project-book evidence, investigate scope or document concerns, and retain the explanation and review history.
Construction image intelligence
Review project photos for visual scope context and use Render to prepare images and project presentations for the team and customer.
Activity you can inspect
Review conversation history, upload activity, task ownership, and workflow results so the team can see what ran and what needs attention.
People handle the exceptions
Set the escalation path and keep required approvals with the responsible team. Agents use the configured knowledge and ask for staff help when an answer needs confirmation.
A built-in softphone and dialer inside your CRM.
Call customers without leaving Nucleus. Nucleus Voice brings inbound and outbound calling into the same workspace, with the caller's record on screen and call details saved back to the opportunity.
Built-in dialer
Place outbound calls and answer inbound calls right from the workspace — no separate phone app to manage.
Caller context on screen
The linked customer record, lead source, and history appear the moment a call connects.
Notes save to the record
Capture caller details and the call outcome during the conversation; they save back to the opportunity when the call ends.
Call-center ready
Roles, routing, and manager visibility for teams running inbound and outbound calling at scale.
For teams that need better follow-through.
Support sales, marketing, design, permitting, project management, field crews, finance, and customer care with shared context and automated follow-through.
AI intake and follow-up
Configure the agents, knowledge, routing, and timing once, then let eligible routine conversations and follow-up run to your rules.
Design and permitting teams
Coordinate onboarding, selections, property details, permit milestones, and Cortex project-book review.
Project managers and field teams
Manage the live job with daily logs, weather, files, schedules, purchase orders, change orders, and contractor access.
Finance and leadership
Review collections, payments, time, commissions, and project margin through connected records and Helix dashboards.
Marketing and conversion tracking
Feed CRM outcomes back to configured Google Ads, Meta, and Reddit connections and review delivery activity.
Warranty and customer care
Use configured post-completion calls, claim intake, reminders, and communication history to keep following through.
Questions about Nucleus CRM?
Straight answers on AI agents, website knowledge, project management, permitting, integrations, payments, and customer care.
Talk with us about a smarter construction CRM.
Tell us where your team loses time. Explore company-aware AI agents, live collaboration, construction operations, permitting, payments, and the follow-through your business needs.
Let’s plan your workspace.
Tell us about your team and what you want to improve. We’ll help you find the right starting point.