CRM and Contact Management in the ERP | Nuxbe [ Skip to content ](#main-content) [ Nuxbe ](https://nuxbe.com/en) [ Home ](https://nuxbe.com/en) [ Flexible ](https://nuxbe.com/en/features/flexible) [ Open Source ](https://nuxbe.com/en/features/open-source) [ Industries ](https://nuxbe.com/en/industries) [ Modules ](https://nuxbe.com/en/modules) [ Premium ](https://nuxbe.com/en/premium) [ FAQ ](https://nuxbe.com/en/faq) [ Partners ](https://nuxbe.com/en/partners) [ Contact ](https://nuxbe.com/en/contact) EN DE [ Home ](https://nuxbe.com/en) [ Flexible ](https://nuxbe.com/en/features/flexible) [ Open Source ](https://nuxbe.com/en/features/open-source) [ Industries ](https://nuxbe.com/en/industries) [ Modules ](https://nuxbe.com/en/modules) [ Premium ](https://nuxbe.com/en/premium) [ FAQ ](https://nuxbe.com/en/faq) [ Partners ](https://nuxbe.com/en/partners) [ Contact ](https://nuxbe.com/en/contact) Nuxbe module Customer Relationship Management ================================== Central contact and address management for all your business relationships [ Contact ](https://nuxbe.com/en/contact) What the CRM in Nuxbe does -------------------------- The CRM in Nuxbe is the contact and address management every other module builds on. A contact is the company or person you do business with and holds any number of addresses: main address, invoice address, delivery address and a separate address for payment reminders. Orders, invoices, tickets, projects and emails all hang on the same contact, so its whole history is in one place. For sales there are leads with expected revenue, probability and a score. A lead moves through states you define yourself and mark as won or lost, and when a lead is lost the reason is recorded. FeaturesWhat the module does in detail ------------------------------ ### Contacts and addresses - Any number of addresses per contact, flagged as main, invoice, delivery or reminder address - Address types and contact options such as email, phone and website - Categories for contacts and tags for addresses - Origin and industry of a contact - Birthdays on the address, with their own dashboard widget - Marketing consent per address ### Commercial data What applies to billing a customer or supplier lives on the contact and is not entered again on every order. - Customer number, creditor number, debtor number and your own customer number at the supplier - VAT ID and customs number - Credit line, payment target, cash discount and payment type - Price list, discount group, VAT rate and expense ledger account per contact - Delivery lock that blocks invoicing while it is set ### Leads and sales - Leads with expected revenue, expected gross profit, probability, score and referrer - Your own states with a probability and a won or lost flag - Loss reasons, so lost leads remain measurable - Lead reports as dashboard widgets - Leads created automatically from an email folder - Calendar events linked to leads and orders ### Communication - Email accounts over IMAP and SMTP with their folders - Incoming emails assigned to the matching contact automatically - Letters and phone calls recorded as communication on the contact, with time tracking - Comments that mention colleagues, who are notified - Activity log for every contact In practiceFrom first contact to regular customer -------------------------------------- An enquiry arrives by email. If it lands in a folder that leads are created from, Nuxbe creates the lead itself. You enter expected revenue and probability, link a calendar event and move the lead through your states until it is won or lost. When the prospect becomes a customer, the contact gets its customer number, an invoice address and more delivery addresses if needed. Payment type, payment target, cash discount and price list are stored on the contact and carry over into every new order. Nuxbe checks the credit line before an invoice is created. From then on everything collects on the contact: emails the mailbox assigns to it, logged phone calls, orders, invoices, tickets and projects. Whoever looks after the customer later reads the whole history in one place instead of asking colleagues. Where the module stops ---------------------- Newsletters and mass mailings are not part of the CRM; the Mailing add-on package covers them. There is no kanban board for leads, they are managed as a filterable list. The CRM also offers no free custom fields on the contact. Frequently asked questions -------------------------- How many addresses can a contact have? As many as you need. Each address can be flagged as main, invoice, delivery or reminder address, and each can carry its own contact options and tags. Does the CRM have a sales pipeline? Yes, through leads. Each lead has a state with a probability plus expected revenue and gross profit. Lost leads carry a loss reason and can be analysed by it. Are emails linked to the contact? Yes. Nuxbe fetches email accounts over IMAP and assigns incoming messages to the matching contact. Phone calls and letters are recorded as communication on the contact. Can I store terms per customer? Yes. Price list, discount group, payment target, cash discount, payment type and credit line are stored on the contact. Transform Your Customer Relationships ------------------------------------- Discover how Nuxbe CRM can help you grow [ Contact ](https://nuxbe.com/en/contact) [ Explore More Modules ](https://nuxbe.com/en/modules) Related pages --------------- [### Accounting Professional accounts payable with invoice approval and payment processing ](https://nuxbe.com/en/modules/accounting) [### Payment Reminders Automated payment reminder process for overdue invoices ](https://nuxbe.com/en/modules/payment-reminders) [### Product Information Management Central product database with all article information ](https://nuxbe.com/en/modules/pim) [### Human Resources Vacation, absences, working time and overtime per employee ](https://nuxbe.com/en/modules/human-resources) [### Retail & Distribution Inventory, pricing, and multi-channel sales under control. ](https://nuxbe.com/en/industries/retail-distribution) [### Services Clients, scheduling, and billing — all in one place. ](https://nuxbe.com/en/industries/services) [### IT & Software Projects, tickets, and time tracking — fully integrated. ](https://nuxbe.com/en/industries/it-software) Nuxbe Open Source ERP system for modern businesses. ### Links [ GitHub ](https://github.com/Team-Nifty-GmbH/flux-core) [ Contact ](https://nuxbe.com/en/contact) [ Odoo alternative ](https://nuxbe.com/en/alternative/odoo) [ Xentral alternative ](https://nuxbe.com/en/alternative/xentral) [ weclapp alternative ](https://nuxbe.com/en/alternative/weclapp) ### Mobile App [ App Store ](https://apps.apple.com/de/app/nuxbe/id6754884170) [ Google Play ](https://play.google.com/store/apps/details?id=com.teamnifty.nuxbe) ### Legal [ Imprint ](https://nuxbe.com/en/imprint) [ Privacy Policy ](https://nuxbe.com/en/privacy) [ Terms and Conditions ](https://nuxbe.com/en/terms) [ Cookie Policy ](https://nuxbe.com/en/cookie-policy) © 2026 Nuxbe. 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