How your data is organised

Where clients, projects, tasks, and invoices live, and how they relate.

Everything you do in Nexus ERP lives inside an organisation (your workspace). Other organisations cannot see your data, and you cannot see theirs.

Inside your organisation, the building blocks fit together like this:

• People, Your members (the humans on your team) belong to one or more teams. Each member has one or more roles that decide what they can do.
• Customers, A client is a company you do business with. Each client can have several contact people (the humans you actually talk to).
• Sales pipeline, A lead is a potential customer. When the deal is won, you turn it into a client.
• Delivery, A project is a piece of work for a client. Inside a project you create tasks to track who's doing what.
• Money, You send quotes to win work, then invoices to bill for it. Payments record money coming in.

A typical lifecycle

1. A lead comes in from a website form, a referral, or a phone call.
2. Once they're serious, you convert the lead into a client.
3. You kick off a project for them.
4. You break the project into tasks and assign them to team members.
5. You send the client an invoice and record their payment.

That's it, you don't need to learn the data model to use the app. Everything in the sidebar is one of the words above.