Docs

CRM & Sales

Pipeline, contacts, companies, tasks, workflow automation, inbound call screen-pop, marketing emails, lead capture forms, and custom dashboards - the same Kanban board every other module builds on.

HR / Joiner-Mover-Leaver

Employee records, leave, payroll ledger sync, training, and a real self-service portal.

Recruiter / ATS

Automatic CV parsing, ranked shortlists, a public careers page, and a searchable CV library.

Legal Matters

Matter tracking, time recording, document management, and client trust accounting for an in-house legal team.

Finance / Ledger

A genuine double-entry ledger, client money segregation, and sync to Xero, QuickBooks, or Sage.

Marketing

Campaigns, lead capture forms, and brochures, all connected directly to your CRM contact list.

Approvals & Workflows

Sequential, role-based approval workflows with a complete audit trail - purchase approvals, supplier approvals, and more.

Vendor & Contract Management

Vendor register and contract tracking, with renewal and expiry reminders sent automatically.

Client Onboarding

A structured, repeatable checklist for bringing on every new client relationship.

Scheduling

Calendaring linked straight to your CRM contacts and deals.

Time Recording

Log time straight against a client or matter, ready for invoicing.

Documents & e-Signatures

Document storage and unlimited e-signatures via Noviqent DocSign - free for any CRM-integrated account, no separate charge.

Invoices & Billing

Invoice generation and aging, with AI-drafted chase emails synced from your own accounting system.

Online Payments

Take payments through your own Stripe account - Stripe's own fees apply, no Noviqent markup.

Margin / Profitability

MarginWatch: real, per-customer profitability tracked against people, external, and other costs.

BusinessControl

One dashboard giving you a live view across every team and module you run.

AI Assistance

Natural-language request intake, contact parsing, and drafting - powered by your own Anthropic API key, never marked up.

API Access

Company-wide, org-scoped API keys for developers who want to build directly against the platform.

Identity Verification

Selfie-to-ID face matching, proof of address, and age verification via Noviqent IdCheck - free for any CRM-integrated account.

E-Signatures

Multi-recipient e-signature routing, templates, and a verifiable certificate on every document via Noviqent DocSign - free for any CRM-integrated account.

Lettings CRM

Landlords, tenants, tenancies, compliance, and maintenance, run alongside sales in the same Property module.

Property Management

Ongoing landlord and tenant relationship management once a tenancy is live, not just at the point of letting.

Client Portal

A branded portal for vendors, buyers, landlords, and tenants to check status without calling the office.

Portal Feeds

Publish a listing once and syndicate it to Rightmove, Zoopla, and OnTheMarket automatically.

Client Accounting

Rent collection and landlord statements, held in a properly segregated client money ledger.

Mortgage Case Tracking

Every case tracked from enquiry through DIP, solicitor instruction, offer, and completion.

Health Practice

Patients, appointments, and clinical notes - not a clinical decision-support or prescribing system.