Step 01
Capture every inquiry
Bring customer details, call notes, project intent, and ownership into one record before follow-up begins.
Customer profile and project intent
Source context and urgency
Owner, stage, and next action
Step 1 of 8
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Workflow
Prospect-to-project workflow built for cleaner customer handoffs.
Inquiry capture, pipeline ownership, estimates, commissions, profitability, AI call-center agents, Render visual prep, and image intelligence — connected in one operating model.
Explore the workflow
Pick a step to see how it works.
Workflow stages
A connected path from inquiry to estimate, profitability, and launch.
Each stage preserves context, removes ambiguity, and makes the next action easy to own.
AI workflow
AI built into the sales workflow.
Nucleus applies AI where teams lose time — calls, estimate review, photos, and handoff prep.
Call-center agent design
Shape agents around your intake, qualification, callback, and escalation workflows.
Render and construction photo review
Organize project photos, Render outputs, scope signals, and cleaner visual review notes.
Estimate finalization support
Check completeness, clean up wording, and prompt for scope risks before estimates go out.
Commission calculation support
Calculate and review commissions from structured CRM and job data.
Profitability review
Review revenue, cost, margin, and estimate history as work moves forward.
Human-controlled workflow
AI speeds up review and prep; approvals and final judgment stay with your team.
Handoff readiness
Built to improve follow-through, not just store records.
Context stays alive as customer work moves from one role to the next.
Less time reconstructing what happened with a customer.
More consistent intake, qualification, and follow-up.
Cleaner call summaries for managers and downstream teams.
Better use of customer photos before estimating.
More complete estimates before final approval.
Less manual cleanup for commissions.
Clearer job profitability from sale to project.
More visible blockers, ownership, and next actions.
A cleaner workflow from first call to project handoff.
Contact sales
Talk through the workflow you want to improve.
Tell us where your process slows down and how the call center and photo review fit into estimates, commissions, and handoffs.
Contact Nucleus Software sales
Tell us what your team is trying to improve. A sales specialist will follow up with the best next step.