AddisNova CRM
AddisNova (internal)
The customer relationship platform we deployed and use every day to run our own sales and client work.
Overview
AddisNova CRM is our internal customer relationship management system. We deployed it for our own team, so every feature is one we depend on daily to find leads, follow up, and keep client relationships organized.
The Challenge
A growing services company loses opportunities when contacts live in inboxes, deals sit in spreadsheets, and nobody can see the full history with a client. We needed one shared place for every relationship and every deal.
The AddisNova Solution
We deployed and configured a full-featured CRM as the company's single source of truth for customers and sales. Marketing, sales, delivery, and management all work from the same records.
Results & Benefits
Our team works from one shared view of every lead, client, and deal. Nothing depends on one person's inbox, and leadership can see the state of the pipeline at any time.
Key Features
Contact and account management
Stores people, companies, roles, and full interaction history in one profile.
Lead management
Captures leads from every source, scores them, and assigns them to owners.
Sales pipeline and deals
Tracks each opportunity through customizable stages with values and close dates.
Activities and tasks
Logs calls, meetings, and notes, and sets reminders and follow-ups.
Calendar and scheduling
Keeps meetings and deadlines visible to the team.
Email integration
Links email conversations to the right contact or deal.
Quotes and proposals
Prepares and tracks the offers sent to clients.
Marketing campaigns
Segments contacts and tracks campaign results.
Customer support tracking
Records client requests and follows them to resolution.
Workflow automation
Automates repetitive steps such as assignments, reminders, and status changes.
Reports and dashboards
Shows pipeline, activity, and team performance at a glance.
Sales forecasting
Projects expected revenue from open deals.
Documents and notes
Keeps contracts, files, and meeting notes attached to the record.
Roles and permissions
Controls who can see and change each type of data.
Import, export, and integrations
Moves data in and out and connects to other tools.
More case studies
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Lab Analyzer Order and Result Middleware
The bridge that carries orders to laboratory analyzers and brings verified results back, with no manual re-entry.