Customer Relationship Management (CRM), built to stay out of your way
Give your sales team a pipeline they'll want to use.
A genuine CRM pipeline: contacts, companies, deals, and a Kanban board your team can drag a deal across the moment it moves forward.
Your pipeline, at a glance
Qualifying
Proposal
Won
Illustrative — your pipeline reflects your own real deals.
Workflow automation
The follow-up that happens even when nobody remembers to do it
Set a trigger once - a deal changes stage, a new lead comes in - and the platform does the rest: create a task, update a field, or tag a contact automatically. The gap between "we should really do that every time" and it actually happening every time closes on its own.
When a deal moves to Won
→ Create task "Send welcome pack", tag contact "Customer"
When a new lead form is submitted
→ Create contact, tag "Website", assign to Sales queue
Priya Shah
Riverside Trading Ltd - calling now
Open deal: Qualifying - £4,200
Inbound call screen-pop
Know exactly who's calling, before you pick up
A known contact calls back and a screen-pop shows who they are, their recent deals, and a summary of what was last discussed - so the conversation picks up exactly where it left off, not with "sorry, remind me who you are again?"
Lead capture & marketing emails
From a form submission to a tracked campaign, on the same list
Embed a lead capture form anywhere and every submission lands as a real, ready-to-work contact - nothing to export or re-key. Send a formatted marketing email to a group or a hand-picked list, with opens and clicks tracked per recipient, straight from the same CRM contact list your sales team already works from.
Dear Priya,
Win rate
34%
Avg. deal cycle
21 days
Custom dashboards & reports
Build the dashboard you actually want to look at
Win rates, cycle times, pipeline value, and funnel charts by stage - in dashboards you build yourself. And when a built-in dashboard doesn't cover what you need, the custom report builder does, without waiting on a developer to add it.
Everything else your sales team needs, in the same place
CRM is one module of the Business Operations Platform - enable whatever else your business needs. Every module ships with a full how-to guide.
CRM
Companies, contacts, deals and a pipeline your team will actually keep up to date.
Approvals & Workflows
Sequential, role-based approval workflows with a full audit trail.
Documents & e-Signatures
Send anything out for signature and track it start to finish.
Scheduling
Calendaring linked straight to your CRM contacts and deals.
BusinessControl
One dashboard rolling up a status tile from every module you use.
API Access
Org-scoped API keys for developers wiring the platform into their own tools.
Your tools, your accounts, your data
Connect the accounts you already trust, and keep everything running through them - every integration is scoped to your organisation alone, never a shared account.
Sending email
SMTP2GO, SendGrid, Mailgun, Postmark, SES, or your own SMTP
Your accounting
Documents & e-signatures
Noviqent DocSign, free and unlimited - or connect your own DocuSign or Adobe Sign account
Identity verification
Your payments
Your own connected Stripe account, no Noviqent markup
Your storage
Your own S3, Google Cloud Storage, or Azure Blob - or Noviqent-hosted storage
Need it built, not just bought?
If a field, an automation, or an integration your team needs isn't here yet, we develop it - this is our own software, built and maintained by Noviqent, not a resold product we can't change. It runs as a hosted SaaS, or fully on your own servers if that's what your organisation needs.
Give your sales team a pipeline they'll actually use
Create your account, connect your inbox, and have your first pipeline set up in minutes.
Start your free trial