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NovaFlow CRM · Built for sales teams

Turn every customer conversation into a clear next step.

NovaFlow gives sales teams one place to manage leads, accounts, contacts, activities, deals, quotes and forecasts, so every rep knows who to follow up with and every manager knows what will close.

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novaflow.app / dealsLIVE
Open pipeline
$8.42M
+18.4% this month
Weighted forecast
$4.64M
2.2x coverage
Win rate
31.8%
+4.2 points
Avg. sales cycle
42 days
-6 days
Pipeline created vs. target108% TO TARGET
MayJunJulAugSep
Deals by stage
New
Qualified
Proposal
Negotiation
Won
Halcyon LogisticsEnterprise rollout · A. ReyesProposal$420,000
Granite Bay BankPlatform renewal · S. ChenCommitted$864,000
Kestrel AerospaceOperations cloud · M. FeldApproval$980,000
Meridian Health GroupCRM expansion · O. FaroukAt risk$312,600
trending_up
Deal advanced
$420,000 · Halcyon
auto_awesome
Nova Assist
3 deals need attention
360°customer view
Every contact, activity, quote, contract and deal stays connected to one customer record.
1shared pipeline
Sales reps and managers work from the same stages, probabilities, next steps and close dates.
9sales modules
Leads, accounts, contacts, activities, deals, forecasts, solutions, quotes and contracts.
100%accountable
Every ownership change, approval and customer interaction remains visible to the team.
One workspace for every customer relationship
Halcyon LogisticsArdent ManufacturingMeridian Health GroupNorthwind UtilitiesKestrel AerospaceGranite Bay BankVerity CapitalIronbridge SteelHalcyon LogisticsArdent ManufacturingMeridian Health GroupNorthwind UtilitiesKestrel AerospaceGranite Bay BankVerity CapitalIronbridge Steel
The complete sales workspace

One customer story, from first touch to signed contract.

Customer context stays connected across every page. Reps spend less time rebuilding the story, while managers get a pipeline they can trust.

person_search
Lead management
Capture every lead, score intent, assign ownership and keep the next action visible from first touch to qualification.
ScoringRoutingQualification
diversity_3
Accounts and contacts
See decision-makers, conversations, open opportunities, quotes and contracts in one complete customer record.
Customer 360RelationshipsTimeline
view_kanban
Visual deal pipeline
Move opportunities through clear stages while NovaFlow tracks value, probability, age, owner and next step.
KanbanStagesDeal health
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Activities that drive action
Plan calls, meetings and follow-ups around the customer, with overdue work and upcoming commitments easy to scan.
TasksMeetingsReminders
request_quote
Quotes and contracts
Build commercial proposals from approved solutions, manage discounts and carry accepted terms into contracts.
PricingApprovalsRenewals
monitoring
Reliable forecasting
Turn live deal data into rep, team and period forecasts with weighted value and pipeline coverage built in.
CommitCoverageDrill-down
Your pipeline, without the guesswork

See every opportunity and the action that moves it forward.

Track stage, owner, value and deal health in one view, then open the full record when a deal needs attention.

Enterprise rollout
A. Reyes
On track
$420K
Platform renewal
S. Chen
Committed
$864K
Operations cloud
M. Feld
Needs approval
$980K
CRM expansion
O. Farouk
No activity 12d
$313K
Regional onboarding
T. Lindqvist
On track
$275K
Analytics pilot
P. Raghavan
Discovery due
$145K
Control without slowing sales down

A CRM your team can trust.

Keep customer data clean, permissions clear and commercial decisions accountable. Every important change carries its previous value, source and responsible user.

checkField-level security and record sharing configured by role, team and territory.
checkDiscount and quote approvals enforced by amount, margin and policy exception.
checkA complete audit trail for ownership, stage, value and close-date changes.
checkDuplicate controls keep account and contact records clean as the database grows.
checkAI governance defines what the assistant may read, summarise and retain.
historyAudit trail · DL-1024848 entries
ARStage changed09:12
Discoveryarrow_forwardProposalWeb app
SScore recalculated22:00
68arrow_forward81Scoring engine
MFDiscount requested15:41
—arrow_forward22%Quote builder
PRDeal value updated11:05
$800,000arrow_forward$1,200,000Deal workspace
TLOwner reassigned17:33
M. Feldarrow_forwardA. ReyesBulk action

Give your sales team a clearer way to work.

Explore a realistic CRM workspace with leads, accounts, contacts, activities, deals, forecasts, quotes and contracts ready to use.

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