CRM
A genuine Kanban sales pipeline with workflow automation, marketing emails, and a call screen-pop — the CRM your team will actually keep up to date.
Noviqent CRM makes moving a deal forward a single drag on a Kanban board, not a form to fill in, so the pipeline stays current because using it is easier than skipping it. Every stage shows a running value total, board-wide search finds any deal or contact instantly, and contacts and companies are shared across every deal — connecting Office 365, Gmail, or any IMAP inbox brings every message onto the right contact's timeline automatically.
Lead scoring and free-text tagging keep the pipeline organised as it grows, and built-in duplicate detection catches a contact re-entered under a different name — matched by email or phone number, merged into one record with a single click. Workflow automation closes the last gap — a task gets created, a field updates, or a contact gets tagged the moment a deal changes stage or a new lead comes in — and when a known contact calls back, a screen-pop shows who they are, their recent deals, and a summary of what was last discussed, before you even pick up. Embeddable lead capture forms land every submission as a real contact, and marketing emails with real formatting go out to a group or a hand-picked list, with opens and clicks tracked per recipient.
It's available entirely standalone at crm.noviqent.co.uk, with a simple, org-scoped API and docs for developers who just want to connect programmatically, and it's also what powers CRM inside our own Business Operations Platform — the same engine also runs Recruiting and Property there.
Features
- Kanban pipeline with contacts, companies, and deals your whole team can see at a glance, with a running value total per stage
- Board-wide search across deals and contacts
- Lead scoring and free-text tagging to keep a growing pipeline organised
- Duplicate detection by email or phone number, with one-click merge into a single record
- Email sync (Office 365, Gmail, or IMAP) — every message lands on the right contact automatically
- Workflow automation — auto-create tasks, update fields, or tag contacts on a trigger
- Inbound call screen-pop — see who is calling, their recent deals, and a summary before you pick up
- Embeddable lead capture forms that land straight into the pipeline as real contacts
- Marketing emails with real formatting and per-recipient open/click tracking
- Custom fields to shape the CRM around your own sales process
- Custom dashboards — win rates, cycle times, pipeline value, and funnel charts, always current
- Custom report builder for anything not covered by the built-in dashboards
- Simple, org-scoped API keys for developers, with interactive docs and a curl quickstart
Pricing
Starter from £12/mo (plus £6/seat), Professional from £25/mo (plus £10/seat), Business from £45/mo (plus £14/seat) — billed by Direct Debit with a free trial before your first collection. Free with any CRM-integrated Business Operations Platform account.