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Explore customer management, sales, service, delivery and the tools around them. Each guide explains what the feature does, how to use it and what to check before starting.
Feature directory
Explore every feature.
78 guides, organised by the work they support.
78 guides
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Customer management
Keep people, companies, history and next steps together so a conversation never starts from scratch.
Area overview- DashboardA starting point for priority work, schedules, attention items and key numbers.
- ContactsA working record for each person, with ownership, tags, follow-ups and linked activity.
- CompaniesA shared account view that connects the people and work associated with an organisation.
- Tasks and activityTurn a customer commitment into visible work and keep an accountable timeline.
- Customer successFollow account health, onboarding and renewal work after the first sale.
- Exception CentreBring important operational exceptions into one permission-aware view.
Leads and sales
Capture interest, qualify it, follow up on time and move real opportunities through a visible pipeline.
Area overview- Lead inboxCollect, assign and work new enquiries before they become customer records.
- Lead scoring and qualificationUse explainable scoring and reviewable qualification rather than a mysterious ranking.
- Lead response SLAMeasure first-response deadlines and keep overdue follow-up visible.
- Sales pipelineMove opportunities across configurable stages with value and customer context in view.
- Sales sequencesGuide repeated follow-up across leads and contacts.
- Sales forecastingSee weighted expected revenue by month, quarter or year.
- Lead assignment routingAssign genuinely new, unowned enquiries through reviewed rules and round-robin teams.
Forms and bookings
Let customers enquire and book without losing attribution, availability or control over public entry points.
Area overview- Lead formsBuild branded public forms that map answers into CRM fields.
- Customer bookingsPublish bookable event types with timezone-aware availability.
- PlannerSee work and dates together in month and agenda views.
- Resource schedulingCoordinate shared people, rooms, vehicles, equipment, locations and classes.
Communications
Bring customer messages, preferences and follow-up work back to the people and records they concern.
Area overview- Communication timelineRecord customer-facing communication alongside CRM activity.
- Connected mailboxesConnect a supported Google or Microsoft mailbox through an OAuth-based flow.
- Outbound mailbox sendSend through a connected mailbox when the provider connection and scope allow it.
- Communication preferencesRespect consent and unsubscribe state as part of outreach.
- Templates and scheduled messagesPrepare consistent responses and follow-up messages.
Revenue and contracts
Work from a product catalogue through quotes, approvals, invoices and contract obligations with the customer context intact.
Area overview- Products and servicesMaintain a catalogue for repeatable quote building.
- Quotes and proposalsBuild server-calculated quotes and printable proposals.
- Catalogue pricingGovern bundles, recurring terms and dated company pricing.
- ApprovalsReview quote approval requests in a focused Approval Centre.
- Invoice registerTrack invoices and payment-ledger work tied to customer and quote records.
- ContractsTrack internal agreements, approval, activation and obligations.
- Procurement and inventoryConnect approved demand to supplier orders, receiving and stock movements.
Service and delivery
Handle requests, share progress and deliver work without forcing customers or staff into disconnected systems.
Area overview- Service deskRun a shared ticket inbox with queues, assignment and priorities.
- Service SLAsTrack response and resolution targets across the service workflow.
- Knowledge baseCreate searchable team knowledge with draft and published states.
- Response snippets and playbooksHelp teams respond consistently and resolve recurring cases.
- Projects and milestonesTurn customer work into structured delivery.
- Goals and outcomesLink portfolios and initiatives to measurable outcomes.
- Customer portalGive invited customers a separate, contact-scoped place to follow shared work.
- Contextual collaborationKeep decisions, handovers and working notes beside the record they concern.
- Email-to-ticket routingBring eligible incoming mailbox threads into the service queue.
- Goal progress alertsGet a private weekly warning when measured goal progress falls behind plan time.
Documents and assets
Manage private files and physical assets with ownership, lifecycle history and deliberate sharing.
Area overview- Secure documentsAttach private files to customer and operational records.
- Document acknowledgementRecord typed consent against an exact document version.
- Asset managementTrack equipment and other managed assets through their lifecycle.
- Asset audits and financial lifecycleReview asset custody and financial changes with accountable evidence.
- Managed Support AgentA public-beta Windows and macOS endpoint companion for supported workspaces.
- Asset service recordsKeep maintenance and repair evidence on the asset it concerns.
- Asset scanningFind the exact asset from a tag or serial, with camera and manual entry paths.
- Asset warranty remindersGive an eligible teammate an in-app reminder before a recorded warranty expires.
Reporting and data
Bring operational measures, data quality and portable exports into the same workspace as the work itself.
Area overview- Reports and analyticsReview customer, sales, service and delivery performance.
- Custom Report StudioBuild governed reports and personal dashboard widgets.
- Data Hub importsMap CSV columns into supported records and preview what will change.
- Data qualityFind incomplete or duplicate customer records.
- Recycle and recoveryRestore archived records through a permission-aware recycle workflow.
- Workspace exportTake a portable JSON export of supported workspace data.
- Board ViewGive invited board members deliberately published, immutable KPI packs.
- Process IntelligenceCompare throughput, cycle time and overdue work across supported business processes.
- Report schedules and alertsGet a private in-app digest or threshold alert on a weekly or monthly schedule.
- Shared dashboards and reportsGive colleagues a named view with a deliberate internal audience.
- Continuity controlsReview the workspace evidence behind exports, recovery and read-only degraded operation.
- Lead funnel reportingSee how a defined cohort of leads progressed from new enquiry to conversion.
Customisation and integrations
Start from practical defaults, then shape fields, records, workflows and integrations as your organisation grows.
Area overview- Industry workspace packsPreview and apply one of eleven workspace configurations.
- Workspace StudioConfigure how teams see and use NovaSoft One.
- Custom objectsModel records unique to the organisation with typed fields and relationships.
- Workflow automationTurn reviewed triggers into repeatable actions.
- API tokens and webhooksConnect external systems through scoped API tokens and signed outbound webhooks.
- Team administrationInvite teammates and manage workspace membership.
- Roles and permissionsGive each person an appropriate level of access.
- NovaPassManage governed credential access within the service workspace.
- Connector cataloguePlan external integrations from reviewed setup templates.
- Account and workspacesUse one NovaSoft account across the separate businesses you belong to.
- Billing and usageReview the workspace plan, active seats and usage before changing your subscription.
- Personal and workspace preferencesSet the formats, appearance and working defaults that fit the team.
- Record layoutsChoose the supported details and actions shown in core record workspaces.
- Workspace audit logReview accountable changes with the actor, action and time in view.
Intelligence and security
Use explainable assistance and a bounded endpoint-security beta without losing human review or workspace permissions.
Area overview- Novaris AIGet permission-aware recaps and private conversations about work in NovaSoft One.
- NovaSIEM public betaTriage supported endpoint protection signals against customer and service context.
- Operational healthSee where business records need attention.
- Security and account controlsProtect native NovaSoft accounts and workspace sessions.
- Privacy and support requestsSubmit and follow account-related support, privacy and security requests.
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