Workflow Automation
Eliminate repetitive tasks and manual handoffs between sales and operational delivery.
Nubeflow Core
Operational control and margin visibility: sales, projects, and tax invoicing in one platform.
Eliminate scattered spreadsheets and disconnected tools. Nubeflow is the cloud ERP and business operations software that unites your sales, operations, and finance teams to track costs, projects, and Mexican CFDI 4.0 invoicing in real time.
Guided demonstration Personalized commercial evaluation No credit card required No commitment consultation
NUBEFLOW Core
Your entire operation connected
Connected Operating Context
CRM & Pipeline
Lead management, PDF quotations, and commercial pipeline tracking without context loss.
Real-time Synchronization Active
Visual sales pipeline on Kanban boards
Fast PDF quote generation & dispatch
End-to-end deal history & activity log
TrustEnterprise Ecosystem
Used by modern industries that need to automate and streamline their operations
Professional Services
Software & Tech
Transport & Logistics
Retail & Commerce
Distribution
Manufacturing
Construction
Agencies & Consulting
DiagnosisThe Hidden Cost of Disconnection
The true cost of operating across fragmented tools.
When your CRM doesn't communicate with operations and billing lives in a separate tab, your team spends hours passing data between tools and leadership operates without clear visibility.
Agreements lost in chats and notes
Customer commitments stay locked in WhatsApp threads or loose emails; operations starts without context, delivery slips, and client trust suffers.
Duplicate data entry across tools
The same information is copied into quotes, task lists, and external portals. Disconnected records create extra manual work and operational delays.
Lack of visibility into costs and margins
Without tracked labor hours and real costs tied to each project, it is difficult to determine project profitability until work is already finished.
ArchitectureFlow Comparison
Fragmented Operations vs. Nubeflow Connected Flow
See how your team's workflow changes when you connect your operational areas in one system.
Fragmented Operations
Siloed and disconnected software tools
01. Leads in Chats & Loose SpreadsheetsDisorganized follow-up without a centralized history
02. Isolated Quote & Standalone BoardManual transfer of agreed terms to start tasks
03. External Invoicing PortalRedundant data entry for tax compliance with the SAT
Result: Lost time transferring data manually and friction between sales, operations, and finance.
Nubeflow Connected Platform
One continuous shared operating context
01. Opportunity & Quote in CRM360° customer profile with tax info and history
02. Operational Delivery & Project HoursShared work context across your team
03. CFDI 4.0 Invoicing & REP PaymentsSAT tax stamping & revenue linked directly to cash flow
Result: Connected operations and continuous traceability from lead to collection.
SolutionThe Central Operating System
One unified operational spine for your entire business.
Nubeflow connects the entire lifecycle: from the first commercial lead to project delivery, certified tax stamping, and cashflow collection.
Operational Centralization
A single shared working environment where sales, projects, collections, and team members operate with unified information.
Real-Time Visibility & Tracking
Monitor the status of each account, deliverable owners, and logged working hours against budget.
Quote-to-Cash Velocity
Link commercial proposals to active projects and manage CFDI 4.0 invoicing via authorized PAC, keeping records connected.
ProductNubeflow in action
Nubeflow in action.
The real interface your team will work with every day: fast, localized in Mexican Pesos, and designed to give you clear visibility and control across every operational stage.
app.nubeflow.com/crm
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CRM & Sales
Track sales leads and commercial deals with complete account context.
Manage deal stages on a visual Kanban pipeline with stage values, meeting notes, and direct links to proposals and projects.
Kanban pipeline with configurable deal stages and stage value
Fast logging of calls, meeting notes, and customer agreements
Full traceability of won deals to launch projects without duplicate data entry
Note: Some images may not exactly reflect the current visual design of Nubeflow due to ongoing product development and evolution. Some views represent prototypes or upcoming features.
ModulesEverything You Can Manage with Nubeflow
Choose the operational area you want to streamline.
Each module addresses a specific operational need and natively shares data with all others.
Are leads and quotations slipping through personal emails and WhatsApp chats?
Commercial Engine
Structured sales tracking to close deals without losing operational context.
Visualize your deal stages on an interactive Kanban pipeline, schedule activities, and generate quotes linked to client history.
Kanban Pipeline Deal Stages Quotations Follow-up Tasks Contact History
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Note: Some images may not exactly reflect the current visual design of Nubeflow due to ongoing product development and evolution. Some views represent prototypes or upcoming features.
Eliminate dropped leads with automated follow-up activity reminders.
Generate professional quotations with itemized products and commercial terms.
Connect won deals with active operational projects preserving commercial notes and deliverables.
InnovationCutting-Edge Capabilities
Technology built to support your operational growth.
Tools engineered to simplify management and organize your business data.
Data Intelligence
Transform raw operational numbers into actionable business insights with real-time dashboards.
Nubeflow Core
Total Connectivity
Integrate Nubeflow into your existing tech stack through secure APIs and webhooks.
Nubeflow Core
Enterprise Security
Strict organization-level data isolation and granular role-based access controls.
Facial ID & Attendance
Secure biometric access and digital attendance tracking with server-side validation.
Nubeflow Core
CFDI 4.0 Invoicing
Issue and stamp official tax invoices directly within your sales and project lifecycle.
Synchronous Collaboration
Keep teams aligned with contextual notifications, task discussions, and clear ownership.
Nubeflow Core
Custom Reports
Comprehensive reporting by project, account, and team member to track productivity and margin.
Nubeflow Core
CFDI 4.0Integrated Invoicing Module
Native CFDI 4.0 invoicing built into your commercial flow.
Manage CFDI 4.0 invoicing from within Nubeflow with tax stamping via authorized PAC.
Electronic Invoicing
Authorized PAC StampingStep 01
Closed Deal
Step 02
Invoice Creation
Step 03
CFDI 4.0 Stamping
Step 04
Payment Complement
Step 05
Reconciled Payment
Official CFDI 4.0 tax stamping via Authorized Certification Provider (PAC)
Issue standard invoices (ingreso), credit notes (egreso), and payment complements (REP)
Access and download available XML and PDF tax documents
Options for reviewing and emailing invoice receipts to clients
Validation of Tax ID (RFC), tax regime, postal code, and CFDI usage code
Direct association of stamped invoices with their corresponding project and client
SAT Invoicing
Sell and stamp without leaving your workflow.
Nubeflow connects your sales orders directly with official CFDI 4.0 stamping.
GovernanceSecurity & Access
Access governance, user roles, and data privacy.
Control who sees what across your organization with structured permissions.
Level 1
Administrators
Full access to settings, invoicing, finance, and executive reports.
Full Control
Level 2
Operations Team
View and edit assigned projects, tasks, quotations, and client accounts.
Team Operations
Level 3
Client Portal
Restricted consultation view for clients to follow project deliverables.
Client View
Security & organization-level management
Information protection and organization-level settings are part of Nubeflow’s design.
Attendance Tracking
Corporate network-validated attendance logging for verified staff check-in.
Audit logs & traceability
Complete change history and activity log to maintain total operational clarity.
Nubeflow includes access controls and organization-level settings to help companies manage their information.
View detailsChoose the right plan for your business operation
Scale your business with transparent plans. Integrated modules for sales, finance, projects, and invoicing.
Guided demonstration without commitment Full access to all capabilities
FAQFrequently Asked Questions
Clear answers about Nubeflow.
Everything you need to know before requesting your commercial demonstration.
Nubeflow is an enterprise cloud platform that brings together CRM, sales, operations, projects, finance, CFDI invoicing, HR, and reporting in one unified space to eliminate app fragmentation.
Get StartedReady to streamline your operations?
Bring order, control, and execution speed to your business.
Join the growing businesses that eliminated tool fragmentation with Nubeflow.
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