Noviz CRM Basic
Core CRM platform
- Lead, contact and pipeline management
- Deal and activity tracking
- Collaboration tools for every team
- Guided implementation and onboarding programme
A clear view of every customer relationship
Noviz CRM Basic keeps leads, contacts and opportunities within one system, so the progress of each relationship is visible to the colleagues who need it.
Activity and correspondence are recorded against the account itself, which means the history stays with the organisation rather than with an individual. Guided implementation is included, so the system follows the way your team already sells.
The pipeline in view
Each opportunity is shown at its present stage, giving sales management a dependable view of what is in progress and what is expected to close.
A history that is retained
Calls, meetings and correspondence are entered against the customer record, so the context is available to colleagues when a relationship passes to another person.
Adopted with guidance
Implementation and onboarding are included, covering your data, sales stages and working practices, so the team is productive from the outset.