Fit the way your team works

Customisation and integrations.

Start from practical defaults, then shape fields, records, workflows and integrations as your organisation grows.

What you can do

What your team can do here.

Preview and apply one of eleven workspace configurations.

Adapt terminology, pipelines, fields, views, automation and purpose-built custom objects.

Configure how teams see and use NovaSoft One.

Manage supported fields, language, pipelines and saved views with deliberate configuration controls.

Model records unique to the organisation with typed fields and relationships.

Connect ownership, activity, tasks and search to the same workspace boundary as core records.

Turn reviewed triggers into repeatable actions.

Use previews, run history, permissions and retries to understand what a rule did.

Connect external systems through scoped API tokens and signed outbound webhooks.

Separate read and write scopes, inspect delivery history and let failed deliveries retry.

Give each person an appropriate level of access.

Use owner, admin, member and viewer roles plus per-area permission controls where the plan permits.

Manage governed credential access within the service workspace.

Use controlled reveal and step-up flows rather than placing sensitive values in ordinary records.

Common questions

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.

Keep exploring

Get started

Start with the core CRM for free, then add the tools your team needs.