Straight answers

Answers about using NovaSoft One.

How the platform works, what each area covers and what to expect as your team grows.

Getting started

Plans, access and the essentials.

What is NovaSoft One?

NovaSoft One is a NovaSoft-hosted customer and business-operations platform. It connects CRM, sales, service, projects, revenue, reporting and the customer portal in one workspace.

Can I start without paying?

Yes. Free supports up to two users, 250 contacts, 50 companies and 25 active deals. It does not require a credit card.

How are paid plans priced?

Starter is A$15, Professional A$39 and Business A$69 per active user each month, excluding GST. Enterprise is sales-assisted at A$2,300 per month plus A$80 per active user, excluding GST.

Can we change plans later?

Yes. Feature access follows the effective plan. Existing higher-tier records are retained when a plan changes rather than silently deleted.

Can customers see our internal workspace?

No. Customer portal accounts have a separate identity and can reach only deliberately shared, contact-scoped records.

Where is NovaSoft One hosted?

The application runs on Cloudflare Workers. Its PostgreSQL data is hosted on AWS RDS in Sydney, and private documents use AWS S3.

Does NovaSoft One send email?

Transactional email uses AWS SES. Connected-mailbox sending can use a supported Google or Microsoft mailbox when that integration is configured and authorized.

Can we bring our data in and take it out?

The Data Hub supports mapped CSV imports for supported records, and the workspace offers a portable JSON export.

Is every feature included on Free?

No. Free covers the core CRM and its stated limits. Forms, service, projects, automation, advanced reporting and governance enter at different paid tiers; see the plan comparison.

Is NovaSIEM generally available?

NovaSIEM and the managed Support Agent are public-beta capabilities with bounded scope and workspace enablement. They are not a full enterprise SIEM or device-management suite.

Customer management

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Can I see a customer's work in one place?

Contact and company records connect customer activity with relevant sales, service, project and document records, subject to your workspace permissions.

Can a team member see only the areas they need?

Yes. Workspace roles and module permissions are enforced by the server and reflected in the navigation.

Leads and sales

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Does lead conversion create duplicates?

Conversion checks existing relationships and supports a deliberate, duplicate-aware path into the core CRM.

Can we adapt our sales stages?

Yes. Workspace customisation includes pipeline configuration; availability depends on your plan and permissions.

Forms and bookings

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Will two customers take the same booking slot?

The reservation workflow checks availability when the booking is made and is designed to prevent conflicting appointments.

Do public forms need a NovaSoft account?

No. Published forms and booking pages are public entry points, with server-side validation and bot protection.

Communications

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Does NovaSoft One replace my mailbox?

It connects supported mailboxes to customer work. Your mailbox provider remains the sending service when connected-mailbox send is used.

Can a workspace send to someone who opted out?

Communication workflows check customer preferences and unsubscribe state before permitted sends.

Revenue and contracts

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Are quote totals calculated in the browser?

The server calculates quote amounts so discounts, tax and line totals follow one authoritative contract.

Does the invoice register replace accounting software?

No. It supports NovaSoft One's connected commercial workflow and handoff; full external reconciliation is a separate integration.

Service and delivery

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Can portal customers see every internal record?

No. Portal identity is separate from staff identity, and records are disclosed only within the customer's approved contact scope and sharing controls.

Can knowledge stay internal?

Yes. Draft, team and customer visibility are governed separately.

Documents and assets

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Are customer files public links?

No. Documents are private by default; customer access requires an authenticated portal and deliberate sharing.

Is the Support Agent a general device-management platform?

No. Its current beta is a bounded endpoint posture and support workflow.

Reporting and data

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Can I undo an import?

Supported imports include history and a conflict-aware rollback path; changes made after import are not silently overwritten.

Can archived records be restored?

Supported record types can be restored when permissions and relationship checks allow it.

Customisation and integrations

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Can we add our own type of record?

Yes. Custom objects provide typed fields and reusable relationships on plans that include customisation.

Are API tokens equivalent to an owner login?

No. Tokens have explicit scopes and do not grant billing, account-authentication or integration-secret administration.

Intelligence and security

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Will Novaris act without review?

Supported actions are presented for confirmation and are constrained by the user's current permissions.

Does NovaSIEM ingest every endpoint or cloud log?

No. Its public beta covers a defined set of endpoint posture and normalized detections. Broad log collection and automated containment are follow-on work.

Get started

Still have a question?

Talk to NovaSoft about your team and the work you want to bring together.