Business operations
CRM
Customer relationship management built for teams that sell and support at the same time. Leads, activities, quotations and post-sale tickets sit on one timeline per customer, so nobody has to ask what was last agreed.
Every lead, conversation and deal in one pipeline.
AvailableBuilt for
- Sales-led B2B businesses
- Service companies with recurring clients
- Distributors managing a dealer network
The problem
What this replaces.
Leads live in a sales rep's phone and a shared inbox. When someone leaves, their pipeline leaves with them, and there is no reliable forecast because nothing is recorded consistently.
Capabilities
What CRM does.
Every deployment is configured to your processes, permissions and reporting during onboarding.
- Lead capture from web forms and campaigns
- Configurable pipelines and deal stages
- Activity, call and meeting logging
- Quotation and proposal generation
- Email and WhatsApp conversation history
- Task assignment and follow-up reminders
- Support ticketing linked to the customer record
- Forecasting and sales performance reporting
Also available
Platforms that work alongside this one.
Our products share one data layer, so adding a second does not mean another integration project.
See CRM against your own workflow.
Tell us how you operate today and we will show you the parts that matter, rather than a generic feature tour.
Prefer email? hello@novista.io