The CRM that follows your clients, from prospecting to the job on site.
Prospect, follow every sale through to signature, then every job through to the signed report. At any moment, you know where each client stands and what is left to do.
For those who sell, and for those who work on site.
You sell
Salespeople, agents, representatives, service providers: every prospect is followed through to signature, with the next follow-up always in sight.
- Sales and representation
- Agencies and service providers
- Car dealers
- Business services
You work at your clients’ sites
Plumbers, electricians, repairers, cleaning, maintenance: every job is scheduled with the team and ends with a report signed on site.
- Plumbing and heating
- Electrical
- Repairs
- Cleaning and maintenance
Do both? Like a garage that sells cars and then services them, everything is followed in one place: the sale, then the workshop.
Prospect without losing anything
Your prospects in one place: imported from a file, entered after a call or received through your website form. Each one has an owner and a next action.
Sell, stage by stage
Your deals move across columns, from first contact to signature. Every exchange is logged. An overdue follow-up rises to the top, and you are notified.
Sign and keep your clients
A won deal turns the prospect into a client. The contract is tracked until it ends, with a reminder beforehand. Every month you see new clients and the ones you lost, with the reason.
Do the job and prove it
Jobs are scheduled with the team: Novteam warns you if the person is already busy. On site, from the phone: before and after photos, checklist, the client’s signature and a PDF job report.
Questions
Which trades is it for?
For sales, as well as for businesses that work at their clients’ sites: plumbing, electrical, repairs, cleaning, maintenance, security, garages. Sales stages, the client record and the job report adapt to your trade.
Do we have to use both sales and jobs?
No. Use what you need: only clients and sales, only jobs, or both.
Can we import our clients and prospects?
Yes, from an Excel or CSV file. Each row becomes a record, nothing to retype.
Does every salesperson see all clients?
You decide: each person sees only their own clients, or some people, such as management, see all clients, prospects and contracts.
Your first schedule, published today.
Schedule published, hours approved, instructions read: tonight, it’s all sorted. Try Novteam for 14 days, no card required.
- 14-day free trial
- no credit card
- no commitment