Product enquiries
Record product interests and the contact involved in the conversation.
For saaS, software, IT providers and technology startups
CRM for software & saas
Run a product-led pipeline, track subscriptions and renewals, and keep bug reports and feature requests tied to the right account.
Product interest3Product evaluationA$1,850 · JLAccount or billingA$2,400 · JL
Discovery2Renewal opportunityA$4,200 · SRProduct evaluationA$640 · SR
Technical validation1Bug reportA$960 · AK
Commercial review3Feature requestA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Run product-led sales, onboarding, renewals and account health.
Sales and support see different customers
A big renewal is at risk and the account team doesn’t know about the open bug.
Security reviews stall deals
Deals sit in legal with no owner or next step.
Feature requests vanish
Customers ask for the same thing and nobody can count how often.
How it works for software & saas
A typical week with the Software & SaaS setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: users, accounts and opportunities. Each new opportunity has room for use case and target seats. There are also fields for persona and product interest on users and account tier and employee count on accounts.Opportunities move through your pipeline
- Product interest
- Discovery
- Technical validation
- Commercial review
- Security & legal
- Commit
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the opportunity.Users ask for help
- Bug reportSomething in the product isn't working as expected.High priority
- Feature requestA customer suggests a new capability or improvement.Low
- Account or billingPlan changes, seats, invoices and access to the account.Normal
Reply in a click
Ready-made replies come with it: “Issue received” and “Issue fixed”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new user. Create a next-day task linked to the new user.
- Qualify every new product lead. Create an immediate high-priority task linked to the new user enquiry and notify the team.
A worked example
From first contact to finished work
A trial user shows Product interest with their persona and use case. The account moves to Discovery, then Technical validation and Commercial review. Security & legal gets its own stage so it’s never forgotten, and the opportunity closes at Commit with target seats recorded. The subscription is tracked with plan, seats, annual value and renewal date. A Bug report from that account lands with an owner and an “Issue received” reply.
What the starting point sets up
Choose Software & SaaS when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Account relationships
Use account terminology and opportunity stages suited to software sales.
Renewal reminders
Assign review tasks so a person can follow up on account relationships.
- Your records are called
- Users, Accounts and Opportunities
- Pipeline stages
- Product interest → Discovery → Technical validation → Commercial review → Security & legal → Commit
- Extra fields
- Persona (user), Product interest (user), Account tier (account), Employee count (account), Use case (opportunity), Target seats (opportunity)
- Subscriptions register
- Plan, Seats, Annual value, Renewal date, Health
- Request types
- Bug report, Feature request, Account or billing
- Ready-made replies
- Issue received, Issue fixed
- Automations
- Follow up with a new user; Qualify every new product lead
Questions about NovaSoft One for software & saas
Still unsure? Read every question or start free and look around.
Does it provision subscriptions or bill customers?
No. It records subscriptions and renewals for the team. Billing and provisioning stay in your billing system.
Can we separate bug reports from feature requests?
Yes. Bug reports, feature requests and account or billing questions are separate request types with their own priority.
Is there an API?
Yes, on Professional and above, for connecting NovaSoft One to your product and other systems.
Can I change what the software & saas setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Does not provision subscriptions, monitor product usage or calculate recurring revenue. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for software & saas.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.