# Nern

Secure Google account access

## Continue with Gmail

Use your Google account to open your private CRM workspace. There is no separate Nern password to create or remember.

Google verifies your Gmail identity and handles account recovery. CRM data stays on this device unless you create or join a shared team workspace. Nern records aggregate account activity for product operations, never client CRM contents.

Independent relationship intelligence

## Know exactly who to nudge, why, and what it is worth.

A premium client operating system for solo consultants: pipeline, memory, proposals, invoices, renewal signals, and next-best actions in one calm workspace.

Real Estate, Contractors, and Home Services Install 12 non-duplicating workflows for buyer leads, showings, seller updates, closings, estimates, site visits, change orders, missed calls, appointments, maintenance, reviews, and referrals.
3 industry kits Open industry kits

### Next-Best Nudge Queue

### Nern AI Copilot

Workspace-aware guidance for relationships, sales, delivery, and cash flow.

Client context
Project context
What should Nern AI help you accomplish?

Built-in analysis runs inside Nern and uses only the current workspace. It never changes records until you choose an action.

### Proactive signals

### Recent analyses

Omnichannel Agent Desk Voice, WhatsApp, and SMS qualification with bilingual scripts, escalation control, and call transcripts.
Provider connection required

### Conversation queue

Qualification, channel, language, and escalation status.

### Conversation cockpit

Select a conversation to inspect.

### Smart Script

Checklist items auto-complete when an agent says a matching phrase.

### Live CRM context

Pulled from the selected workspace record every time this view renders.
Live

### Performance badges

Real-time coaching signals based on completed script actions.

### Next-Best-Action Engine

Explainable propensity scoring across relationship, opportunity, service, and review signals.

### Compliance Checklist Builder

Data-driven controls for meetings, recommendations, rollovers, and service actions.

### Model governance

Every recommendation includes its inputs, score contribution, and required human review.
Explainable
Local signal model Scores run in this workspace using current CRM records. No client data is sent to a third-party model.
Human decision control The engine proposes outreach and documentation steps. It does not place trades, provide advice, or contact a client automatically.
Audit-ready evidence Checklist creation records the client, review type, source signals, timestamp, and completion state.
Google Sheets mini-extension

### Turn one spreadsheet into a focused follow-up CRM.

Track proposals, calculate day 3/7/14 nudges, and insert one-tap notes without copying contact data into Nern or any external database.

Download extension

### Proposal tracker

In-sheet
Client Stage Last touch Nudge
Brightbyte Proposal 3 days Day 3
Northstar Review 7 days Day 7
Arcforge Negotiation 14 days Day 14

### Automation included

Apps Script

### Privacy boundary

No external DB
Your contacts stay in your Google Sheet.

The extension uses SpreadsheetApp, HtmlService, Utilities, and an optional ScriptApp time-based trigger. It contains no fetch calls, analytics SDKs, external APIs, or remote databases.

Local sheet data Auditable source Removable anytime

### Installation

The package includes Code.gs, Sidebar.html, appsscript.json, and a step-by-step README.

1. Open the Google Sheet that should become the CRM.
2. Choose Extensions, then Apps Script.
3. Add the packaged files, save, and run setupNudgeCRM once.
4. Reload the sheet and use the new Nern menu.
5. Install the optional daily trigger for automatic day 3/7/14 status updates.

### White-Label Mobile App Builder

Design a branded client PWA and prepare a developer handoff for iOS and Android store apps.
PWA ready

The export prepares branding, store metadata, and native wrapper configuration. Building, signing, privacy review, and App Store or Play Store submission still require platform developer accounts and native tooling.

### Program & Learning Builder

Goal-oriented habits, lessons, milestones, and multi-week sequences.

### Automated Engagement Nudges

Scheduled in-app motivation and provider-ready messaging touchpoints.

### Communities & Subgroups

Private spaces for client updates, peer encouragement, and shared tips.

### Private Administrative Coaching Notes

Coach-only care history and internal progress records, stored separately from client-facing content.
Client record
Owner + coach access Excluded from public programs, communities, search, and CRM backups.

### Lead Intelligence

Priority, intent, ownership, and the next best action.

### Follow-up Sequences

Launch a complete, deduplicated task cadence.
Sequence client

### Deal Monitor and Coaching

Risks that need attention before pipeline momentum slips.

### Import workflow

Private
1
Upload Choose a CSV, XLS, or XLSX export.
2
Map Match source columns to CRM fields.
3
Review Check duplicates and the dry run.
4
Import Approve once, then undo if needed.

### Migration Assistant

Files are processed in this browser and are not uploaded to Nern.

### Drop your CRM export here

CSV, XLS, or XLSX · contacts and deals · multiple sheets supported

Sheet
Import as
Column mapping
Nudge suggests matches; adjust any field before approving.
Dry-run preview
Duplicate and incomplete rows will be skipped.
No changes yet

### Flexible Pipelines

Shared and personal pipelines for every motion.

### AI Merge Review

Email, phone, and company-domain matches stay human-approved.

### Custom Fields

Business, contact, and deal fields that fit your process.

### Email Dropbox

Keep outbound email beside calls, meetings, and notes.
Workspace BCC address
Automatic Gmail BCC capture requires an inbound-email connection. Until that connection is authorized, Log email records the same activity manually without pretending a message was received.

### Pipeline Control Tower

Pipeline

### Client 360

### Team Project Portfolio

Organize every engagement and workstream in one shared hierarchy.

### Forecast and Cash Motion

### Invoices and Proposal Risk

### Installable Industry Workflow Kits

Add 12 proven workflows without replacing current records or creating duplicates.
12 workflows

### High-Conversion Email Templates

### Strategy Brief

Developer analytics Aggregate account and workspace activity for the verified Nern developer account. Client CRM records and workspace contents are never included.
Server protected

### New accounts · last 14 days

Tracking begins with this release.

### Usage details

Live

Counts begin when this analytics release is deployed. Existing Firebase accounts appear after their next authenticated app open.

About Nern

### A relationship-first operating system for independent work.

Nern gives freelancers, consultants, real estate professionals, contractors, home-service operators, studios, and small teams one focused place to remember every client relationship, decide who needs attention, and move revenue forward. It replaces heavyweight sales administration with a daily answer to a practical question: who should I nudge today?

Release 50 Nern AI Installable PWA Offline-ready Team collaboration
01

### Built around momentum

Contacts, deals, reminders, notes, proposals, invoices, projects, and reusable outreach live in the same working context. Nern ranks follow-ups by urgency and value so important relationships do not disappear beneath a crowded inbox.

Relationship memory preserves preferences, decisions, risks, and personal context. Every next action starts with what has already happened instead of forcing the team to reconstruct the story.

02

### Structured for real teams

One account can own multiple private teams and nested subteams. Each workspace has its own members, invitation codes, project hierarchy, and CRM data, while optimistic syncing protects teammates from silently overwriting one another.

Projects can contain subprojects and connect directly to pipeline value. This keeps delivery structure and commercial context close without turning the workspace into enterprise software.

03

### Designed for trust and portability

Nern uses verified Google account identity. Google handles sign-in and account recovery, so Nern never asks you to create or remember a separate app password. Shared workspaces verify membership on the server before returning team data.

Nern AI analyzes client, project, pipeline, reminder, note, and invoice context inside the current workspace. It recommends actions first and changes CRM records only after a person chooses the corresponding command.

The app installs directly from the web without an app store, works as a Progressive Web App, keeps its core interface available offline, and supports portable JSON backups. Downloadable self-hosting packages remain available for teams that want control over deployment.

### Product principles

Nudge, remember, advance
Relevant over exhaustive Show the context required for the next decision, not every possible field.
Relationships over records Preserve the human history behind each commercial opportunity.
Action over reporting Turn information into a concrete follow-up, owner, and due date.
Portable by default Keep data exportable and the application installable across devices.
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Start here 3 steps 00:25

### Run your daily nudge queue

Find the highest-leverage follow-up, review the relationship context, and close the loop without losing momentum.

Read transcript

1. Open Command and scan the ranked follow-up queue.
2. Open the client context to review memory, deal risk, and the next action.
3. Mark the nudge done; recurring follow-ups automatically move forward.

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Pipeline 3 steps 00:23

### Move a deal forward

Read opportunity risk, clarify the concrete next move, and advance the deal while keeping the forecast current.

Read transcript

1. Open Pipeline to compare stage, value, confidence, and risk.
2. Edit the deal with the next action that creates momentum.
3. Select Advance to move the opportunity and refresh its weighted value.

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Clients 3 steps 00:27

### Build relationship memory

Capture decisions, preferences, and blockers so every future conversation starts with the full context.

Read transcript

1. Open Client 360 to review health, tags, value, and recent history.
2. Add a concise note after each important call or email.
3. Review the timeline before the next conversation to arrive prepared.

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Templates 3 steps 00:24

### Send a precise follow-up

Start from a proven message, personalize the real next step, and hand the final draft to your email app.

Read transcript

1. Choose a proposal, invoice, recap, or reactivation template.
2. Compose it for a client and replace every placeholder with real context.
3. Review and send in your email app, then record the next follow-up.

## Add record

## Team workspace