One target, two teams
neither edits the other’s number
Every AI action
needs a named human approval
Microsoft-native:
Entra ID · Teams · Azure
The Tuesday this happens to you
The deal signs Friday. Tuesday, you can't deliver it.
Sales hit the number. Everyone celebrated. Then the work hits the floor and the people, parts, or hours the deal assumed are already committed elsewhere. Now it's overtime, subcontractors, or a delayed start that puts the client at risk.
None of it was visible until the ink was dry. That's not a people problem it's a tooling problem.
Sales
Lives in the CRM
Commits revenue with only a partial view of what the business can actually take on.
Ops
Lives in a separate tool
Manages real capacity in a system sales never opens and never sees.
Exec
Sets targets in a spreadsheet
The two sides meet once a week, in a meeting long after the commitments are made.
What changes
The gap shows up while you can still fix it.
Forecast and capacity sit on one screen, against one target. Neither team can edit the other's number. The gap is live and owned weeks before a contract signs, not after.
If you sell something you then have to deliver, this is your problem. And it isn't industry-specific.
Professional Services
Billable capacity
Manufacturing
Production slots
Logistics
Fleet & routes
Staffing & Agencies
People on the bench
Construction
Crews & equipment
Any deliver-what-you-sell
business
What your teams get back
Fewer surprises. Less admin. AI you can put in front of a client.
By design
Revenue certainty
Removes the surprises that come from committing beyond capacity. Both sides visible every cycle.
By design
Deals stop slipping
AI scans every open deal and flags the stalled ones with a reason before they slip the quarter.
By design
Reps sell, not type
AI drafts call prep, meeting notes, and deal capture from Teams. Reps confirm, they don't start blank.
By design
Every meeting prepared
An AI brief per meeting, history, open items, talk track, risks. Quality stops depending on habits.
By design
Cleaner leads reach sales
AI scores every lead 0–100 with an explainable call. Fewer low-quality leads ever reach a rep.
Available now
Governed AI
Every recommendation carries a named human decision. Audit and compliance met by architecture.
AI recommends. A named human decides.
Mainstream CRMs are bolting on AI that writes straight to records. Where audit and data governance matter, AI that changes records without approval is a liability, not a gain.
In Nexus CRM, every recommendation routes to an approvals queue. A named human signs off before anything changes. No setting turns that off.
Full audit trail: who recommended, who decided, when
Per-agent confidence thresholds and override ceilings
Entra ID SSO · role-based access · least privilege
Pipeline
Move NovaTech to Commit
conf 0.88
Lead
Qualify inbound — 82/100
conf 0.82
Meeting
Log 3 action items from call
conf 0.91
