Keep relationship context current
Unify company, person, lead, activity, opportunity, campaign, and quote records so teams do not lose context between handoffs.
Vianordis--:--:-- UTCVianordis / ED. 02 / 2026
§ 07 — App support
Nodus
Sovereign CRM for customer relationships, pipeline control, and AI-era sales work.
Nodus gives sales, account, and leadership teams a European-controlled CRM for leads, accounts, contacts, opportunities, activities, pipelines, forecasts, campaigns, quotes, reporting, and AI-assisted relationship work.
01 — Problem
Customer relationships become risky when sales data is scattered or locked in foreign SaaS.
CRM data contains customer identities, contact history, revenue forecasts, deal strategy, lead sources, consent records, and commercial notes. When this data lives across spreadsheets, inboxes, generic SaaS tools, and disconnected pipeline boards, teams lose context and compliance teams inherit unnecessary exposure.
- Sales teams cannot trust whether accounts, contacts, leads, and opportunities are current
- Pipeline reviews depend on manual updates instead of visible stages, probability, close dates, and next steps
- Lead qualification and conversion history gets lost during handoff from marketing to sales
- Activity records, calls, meetings, emails, notes, and follow-up tasks are fragmented across tools
- Customer consent, lifecycle stage, ownership, source attribution, and relationship context are hard to audit
- Traditional CRM platforms create data residency, vendor lock-in, and AI-governance questions for European organizations
02 — Solution
Nodus centralizes customer context in a controlled CRM operating model.
Nodus combines account and contact management, lead lifecycle workflows, opportunity pipelines, activity tracking, campaigns, quotes, forecasts, reports, global search, dashboard metrics, chat surfaces, and an MCP server into one CRM platform built for tenant-aware customer operations.
- Manage leads, accounts, contacts, opportunities, activities, campaigns, products, quotes, forecasts, and integrations under one CRM domain model.
- Convert qualified leads into account, contact, and opportunity records while preserving source, scoring, qualification, and conversion context.
- Operate pipeline boards and forecasts with opportunity value, stage probability, close dates, next steps, win/loss state, and weighted value.
- Expose CRM actions through API routes, UI pages, reports, global search, and a 25-tool MCP surface for authorized AI-assisted workflows.
03 — Benefits
Business outcomes Nodus is designed to improve
Nodus is positioned to make customer relationships more visible, revenue forecasts more defensible, and sensitive CRM data easier to govern.
Run cleaner pipeline reviews
Review stages, probability, owner, value, expected close date, next step, weighted value, and at-risk deals from shared pipeline data.
Improve lead conversion discipline
Track lead source, score, rating, qualification, disqualification reason, and conversion into account, contact, and opportunity records.
Make follow-up visible
Record calls, emails, meetings, tasks, notes, priorities, owners, due dates, completion state, summaries, and action items.
Protect customer data sovereignty
Use European-controlled deployment patterns, Keycloak identity, Kubernetes workloads, tenant-scoped records, and secrets held outside git.
Enable governed AI assistance
Expose CRM tools through MCP and chat APIs while keeping customer data, search, lead conversion, opportunities, and activities inside controlled service boundaries.
04 — How it works
How Nodus works
- 01
Capture the relationship graph
Create or import leads, accounts, contacts, owners, source attribution, tags, custom fields, consent details, segments, territories, and relationship mappings.
- 02
Qualify and move revenue work
Qualify or disqualify leads, convert promising leads, create opportunities, move deals through pipeline stages, update next steps, and close deals as won or lost.
- 03
Report, search, automate, and assist
Use dashboards, pipeline boards, reports, global search, activities, automation/scoring models, chat routes, and MCP tools to keep the CRM actionable.
05 — Features
Core Nodus capabilities
Account management
Manage companies with type, industry, website, revenue, employee count, addresses, parent account, owner, segment, territory, health, engagement, tags, and custom fields.
Contact management
Track people with account links, role, title, department, email, phone, lifecycle stage, contact preferences, language, timezone, consent, scores, tags, and activity timestamps.
Lead lifecycle
Capture leads with source, campaign, UTM context, score, rating, owner, qualification state, disqualification reason, and conversion links.
Lead conversion
Convert a qualified lead into account, contact, and opportunity records while stamping conversion state and preserving source context.
Opportunity pipeline
Manage deals with account, amount, currency, recurring value, pipeline, stage, probability, forecast category, close date, next step, owner, competitors, win/loss state, and AI fields.
Pipeline board
Display stages and open opportunities grouped by stage, with stage probability and weighted pipeline summary views.
Activity tracking
Record calls, emails, meetings, tasks, and notes with related CRM entity, owner, assignee, due date, timing, status, priority, call/email/meeting metadata, summaries, and action items.
Campaigns and sources
Model campaigns, lead sources, campaign costs, responses, conversions, revenue, members, and source attribution for sales and marketing handoff.
Quotes, products, and forecasting
Track products, opportunity products, quotes, quote items, territories, territory members, forecasts, quotas, pipeline values, commit values, and AI forecast factors.
Search, reports, and MCP tools
Use global search, dashboard KPIs, pipeline summary, sales forecast, activity summary, lead conversion reports, and MCP tools for CRM search, records, lead conversion, pipeline, and activity operations.
06 — Architecture
Architecture and security model
Nodus is implemented as a Go CRM API, a Next.js CRM UI, and a Go MCP service running in Kubernetes, backed by PostgreSQL CRM tables and Keycloak-based authentication.
- Go Fiber API with health endpoints, global rate limiting, recovery, structured logging, CORS controls, larger header buffer support for NextAuth sessions, and graceful shutdown.
- Protected API routes for dashboard, accounts, contacts, leads, opportunities, pipelines, activities, campaigns, products, quotes, reports, lead sources, and global search.
- Next.js UI pages for dashboard, accounts, contacts, leads, opportunities, pipelines, activities, reports, auth, chat APIs, health, and localized layouts.
- PostgreSQL CRM schema covering pipelines, stages, campaigns, accounts, contacts, opportunities, leads, activities, products, campaign members, sequences, templates, quotes, relationships, territories, forecasts, interactions, automation, scoring, integrations, and views.
- MCP server with CRM dashboard, search, account, contact, lead, opportunity, activity, and pipeline tools over HTTPS with optional mTLS service-auth and Keycloak token validation.
- Kubernetes topology for API, UI, and MCP workloads in the Nodus namespace, with in-cluster API service, internal UI ingress, internal MCP ingress, and out-of-band secrets.
- Tenant consistency controls such as tenant-scoped owner validation and contact-account tenant enforcement at the database layer.
07 — Use cases
Where Nodus fits
B2B sales teams
Manage long-cycle opportunities, stakeholders, account history, lead qualification, pipeline stages, and forecast reviews.
Account management
Maintain customer health, engagement, contact lifecycle, relationship history, activities, next steps, and renewal or expansion opportunities.
Marketing-to-sales handoff
Preserve lead source, UTM data, campaign attribution, lead score, qualification state, and conversion records.
Professional services
Track relationship-driven revenue, referral sources, activities, opportunities, proposals, and account context across long nurture periods.
Regulated customer operations
Keep customer relationship data in a European-controlled operating model with identity, role controls, soft deletes, and audit-friendly record structure.
AI-assisted CRM operations
Let authorized assistants search CRM data, create records, qualify leads, move opportunities, close deals, and complete activities through MCP tools.
08 — Integrations
Integrations and platform connections
Nodus is built to connect sales data, identity, AI assistance, workflow automation, reporting, and Kubernetes operations inside the GoSec/Vianordis platform.
Keycloak OAuth2/OIDC
Keeps access tied to organization accounts, roles, and sign-in policy.
Enterprise SSO role mapping
Keeps access tied to organization accounts, roles, and sign-in policy.
NextAuth session handling
Shows how this service fits into the wider Vianordis environment instead of standing alone.
PostgreSQL CRM schema
Stores structured service records in a controlled tenant-aware backend.
Prisma UI data access
Shows how this service fits into the wider Vianordis environment instead of standing alone.
REST API routes
Lets approved systems connect without ad hoc exports or manual copy-paste.
MCP over HTTPS
Shows how this service fits into the wider Vianordis environment instead of standing alone.
Optional mTLS service authentication
Shows how this service fits into the wider Vianordis environment instead of standing alone.
CRM chat APIs
Lets approved systems connect without ad hoc exports or manual copy-paste.
Webhook and automation rule model
Powers AI features while keeping model execution inside the controlled environment.
Campaign and interaction tracking
Shows how this service fits into the wider Vianordis environment instead of standing alone.
Global search with trigram indexes
Shows how this service fits into the wider Vianordis environment instead of standing alone.
Kubernetes API/UI/MCP deployments
Lets approved systems connect without ad hoc exports or manual copy-paste.
Ingress-nginx internal routes
Shows how this service fits into the wider Vianordis environment instead of standing alone.
Infisical/cluster-managed runtime secrets
Shows how this service fits into the wider Vianordis environment instead of standing alone.
09 — Trust
Controls for customer and revenue data
Nodus handles sensitive commercial data: customers, contacts, consent, communication records, deal value, forecasts, and AI-assisted relationship context. Its implementation combines identity, roles, tenant fields, database consistency checks, and controlled deployment boundaries.
Authentication
Keycloak-protected API and UI authentication paths
Roles
Admin, operator, user, and auditor role groups for read, write, delete, and admin actions
Tenant scoping
Core CRM tables carry tenant_id and tenant-scoped query patterns
Tenant consistency
Database trigger prevents contacts from linking to accounts in another tenant
Owner validation
Database trigger validates CRM owners belong to the same tenant
Soft deletes
Deleted timestamps preserve audit-friendly lifecycle state for core CRM records
Search performance
Trigram indexes for fuzzy account, contact, and CRM search workflows
Rate limiting
API server-level request limiting for protected service routes
MCP security
HTTPS MCP service with Keycloak validation and optional client-certificate trust path
Secrets
Database, Keycloak, TLS, and API secrets referenced by name and provisioned outside git
10 — Pricing
Scope Nodus by CRM depth, users, data, and deployment model
Nodus pricing should reflect number of users, tenants, records, integrations, AI/MCP usage, data migration scope, reporting needs, support expectations, and whether the deployment is managed, private, or customer-controlled.
11 — FAQ
Questions technical buyers usually ask.
Who is Nodus for?
Nodus is for B2B sales, account management, marketing operations, professional-services, and regulated customer-facing teams that need a sovereign CRM.
What CRM records does Nodus manage?
The product model covers leads, accounts, contacts, opportunities, activities, campaigns, products, quotes, relationships, territories, forecasts, interactions, scoring rules, automation rules, and integrations.
Does Nodus support lead conversion?
Yes. The API and MCP surfaces include lead qualification, disqualification, and conversion into account, contact, and opportunity records.
Can teams manage a visual sales pipeline?
Yes. Nodus includes pipeline stages, probabilities, pipeline summary views, and a board endpoint/UI surface for open opportunities grouped by stage.
What reports are available?
The API exposes pipeline summary, sales forecast, activity summary, and lead conversion reports, along with dashboard metrics and CRM search.
How does Nodus handle activities?
Activities can represent calls, emails, meetings, tasks, and notes, with owners, assignees, due dates, status, priority, related CRM entities, call/email/meeting metadata, summaries, and action items.
Does Nodus support AI-assisted CRM workflows?
Yes. The app includes chat API surfaces and a dedicated MCP server with tools for dashboard, search, accounts, contacts, leads, opportunities, activities, lead conversion, stage movement, and pipeline listing.
How is access controlled?
Nodus uses Keycloak authentication and CRM role groups for read, write, delete, and admin operations. The MCP service validates Keycloak tokens and can also use a configured mTLS service-auth path.
Are all internal names already renamed from CRM to Nodus?
No. The inspected deployment notes show the public product is Nodus, while some live service names, hostnames, database references, and Keycloak clients still use CRM-era identifiers until a deferred cutover.
Can Nodus support dedicated deployment?
Yes. The app includes Kubernetes manifests for API, UI, and MCP workloads, plus deployment notes for namespace, services, internal ingresses, TLS, and out-of-band secrets.
12 — Next step
Bring customer relationships, pipeline execution, and CRM intelligence under sovereign control.
Use Nodus to manage leads, accounts, contacts, opportunities, activities, reports, forecasts, and AI-assisted CRM workflows without giving up control of customer data.