CRM · Messaging · Automation
Every lead, every conversation,
every workflow in one CRM.
Capture leads, handle conversations from a single inbox, automate follow-up, and connect your customer channels from one workspace.
Ayla T.
I've sent the photos, could you take a look?
Mateo R.
Il prezzo include tutto?
Kerem D.
Could I have your bank details?
Sara L.
Grazie, ci vediamo il 14
Tom W.
Can you send the price list?
Nora P.
Can we move my appointment?
Elio F.
Ho ricevuto il preventivo, grazie
Lina A.
Could you share the clinic address?
Yusuf S.
Is the price all-inclusive?
Clara V.
Posso pagare in due rate?
Meta Lead Ads
Campaign 01
Ayla T.
I've sent the photos, could you take a look?
Mateo R.
Il prezzo include tutto?
Kerem D.
Could I have your bank details?
Sara L.
Grazie, ci vediamo il 14
Tom W.
Can you send the price list?
Nora P.
Can we move my appointment?
Elio F.
Ho ricevuto il preventivo, grazie
Lina A.
Could you share the clinic address?
Yusuf S.
Is the price all-inclusive?
Clara V.
Posso pagare in due rate?
Ayla T.
Hot lead · Quote sent
Hello, could I get a price?
Of course! Share a few photos and our doctor will review them.
Photos sent 📷
Thank you, we've reviewed them. Sending the detailed quote now.
Does the price include accommodation?
Yes — 2 nights hotel, transfers and the first wash included.
Mateo Ricci
Sara Lombardi
Tom Walker
Channels and services it connects to
WhatsApp Business
Messaging
Meta Lead Ads
Advertising
Instagram
Messaging
Messenger
Messaging
Gmail
Email
Google Calendar
Calendar
Everything your customer-facing team needs, connected in one place.
Capture
Leads from Meta ads, forms and messaging channels land in the system instantly and are assigned by your routing rule.
Engage
WhatsApp, Instagram, Messenger and email in one inbox. Who replied and how long the customer waited — all visible.
Automate
Conditional follow-up, reminders, template sends and task creation. You can add waits and branches.
Convert
Pipeline stages, quotes, deposits and closing. Reports show how many deals each campaign brought in.
CRM
A CRM shaped like the way your team actually works
Leads, contacts and deals in one flow. Ownership, stage, tasks and notes stay on the same record; who did what and when is visible on the timeline.
- Record-level scope — who sees what
- Your own stages and custom fields
- Every touchpoint on a single timeline
Mateo Ricci
Deposit pending+39 3•• ••• •• 12 · m•••@ornek.it
ACTIVITY
WhatsApp reply
«Does the price include the hotel?»
Stage changed
Quote → Awaiting deposit
Consultation booked
14 September, 11:00
Lead created
Meta · Campaign 01
DETAILS
Every conversation. One inbox.
WhatsApp, Instagram, Messenger and email on the same screen. Whichever channel a message arrives on, it lands on the same contact card.
- Messenger
Ayla T.
I've sent the photos, could you take a look?
Mateo R.
Il prezzo include tutto?
Kerem D.
Could I have your bank details?
Sara L.
Grazie, ci vediamo il 14
Tom W.
Can you send the price list?
Nora P.
Can we move my appointment?
Elio F.
Ho ricevuto il preventivo, grazie
Lina A.
Could you share the clinic address?
Yusuf S.
Is the price all-inclusive?
Clara V.
Posso pagare in due rate?
Lead capture
Leads arrive on their own. Your team takes it from there.
The moment a Meta ad form is submitted the lead lands in the system, its source and campaign are recorded, it is assigned by your routing rule and a welcome message goes out. Fourteen seconds on average.
- 0s
Meta Lead Ads
Form submitted
- 1s
NuovaCRM
Lead created, source tagged
- 2s
Assignment
Italy team · Deniz Aksoy
- 14s
WhatsApp
Welcome message sent
Automation
Hand repetitive work over to rules
Triggers, conditions, waits and branches. A rule is set up once; after that leads get assigned, messages go out and tasks open — nobody has to remember.
- Unanswered lead
- Notify the manager if nobody replies within 2 hours
- Payment reminder
- Automatic message on day 3 if payment has not arrived
- Stage change
- Open a task when a record reaches the quote stage
- Outside hours
- Send a greeting to messages that arrive after hours
New Meta lead
Campaign 01
Assign to Italy team
fewest open items
Send WhatsApp
welcome template
Open follow-up task
in 3 days
08:00
Ayla T.
Team A
08:00
Mateo R.
Team B
13:00
Kerem D.
Role missing
08:00
Sara L.
Team A
Single customer view
Who said what, and when — all on one record
The Gmail thread, the Calendar appointment, the WhatsApp message and the file in Drive all gather on the same contact card. An appointment moved from a phone updates in the CRM too; it works both ways.
- Gmail
- Threads land on the record
- Google Calendar
- Two-way sync
- Drive
- Files attach to the record
- The conversation on the same card
Integrations
Connecting takes a few minutes
You connect your channels with your own account; no tokens, webhook addresses or developer accounts are asked for. If a connection drops the system warns you — messages never go missing quietly.
WhatsApp Business
+39 3•• ••• •• 12
Meta Lead Ads
2 pages connected
@example_brand
Gmail
Google Calendar
Calendar
Google Drive
Storage
Teams and brands
Several brands, one panel
Each brand runs on its own address with its own data; teams, roles and record scope are defined separately. If the same account belongs to more than one workspace, you can switch between them after signing in.
North Clinic
north.nuovacrm.com
- Sales · Italy
- Sales · UK
- Operations
Vega Aesthetics
vega.nuovacrm.com
- Sales
- Support
Leads
1,208
Deals
106
Margin
38%
Reporting
Which campaign brought how many deals
Conversion broken down by source, campaign, agent and stage. Response time, open pipeline value and win rate on the same screen; lists download as CSV.
- Conversion by source and campaign
- Agent performance and response time
- Pipeline health — where it stalls
For every team that runs a customer journey
The process differs by industry; the system adapts to it. Stages, assignment rules and automations are set up around your own flow.
Healthcare and clinics
One flow from the patient who came from an ad to the day of the procedure: consultation, quote, deposit, procedure plan and team assignment.
- Ad lead
- Consultation
- Quote
- Deposit
- Procedure
Sales teams
Pipeline stages, assignment rules, follow-up cadence and agent performance in one place.
- Lead
- Contact
- Quote
- Negotiation
- Close
Agencies
Several brands and clients in separate workspaces, managed from a single panel.
- Campaign
- Lead
- Qualification
- Handover to client
Contact centres
High conversation volume, shift-based assignment and response-time tracking.
- Inbox
- Assignment
- Reply
- Resolution
Data security
Built for business-critical customer data.
Organisations use the same system but cannot see one another. The separation is enforced not in application code but at the database level — even if a developer makes a mistake, data does not mix.
Row-level security
Data separation is defined on every table, in the database itself.
Separate address, separate session
Each organisation has its own domain; its cookie stays there.
Roles and scope
Who sees what — scope is enforced in the query, not in the interface.
Encrypted credentials
Integration tokens are stored encrypted and never shown in the interface.
Audit log
Who changed what and when — recorded and queryable.
Frequently asked questions
If you could not find what you were looking for, write to us through the demo form — our setup team answers directly.
- What exactly does NuovaCRM do?
- It brings lead management, multi-channel messaging, automation and reporting together in one workspace. The lead from an ad, the message from WhatsApp, the quote you prepared and the deal you closed are all linked on the same record.
- How do we connect WhatsApp?
- Two ways: connect your number through the official WhatsApp Business API, or scan a QR code to use your existing line. Both land in the same inbox.
- Does Meta Lead Ads connect?
- Yes. The moment the form is submitted the lead lands in the system, is assigned to an agent by your routing rule, and the campaign it came from is recorded.
- Are multiple teams and brands supported?
- Yes. Teams, roles and record-level scope can be defined; several brands or locations can be run as separate workspaces.
- Do Gmail and Google Calendar connect?
- Yes. Email threads land in the inbox and the calendar syncs both ways — an appointment moved from a phone is updated in the CRM too.
- Can we migrate our existing CRM data?
- Yes. Import from Pipedrive and Excel is supported; contacts, deals, notes and message history can be moved.
- Could our data mix with another customer's?
- No. Each organisation runs on its own domain and data separation is enforced at the database level — not in application code. Even if a query forgets a condition, the result comes back empty.
- Can we export our data?
- Yes. Reports and lists download as CSV; on request we provide a full export of your data.
Let us run a demo on your own data
We listen to your current flow and set the system up around it. The demo takes about 30 minutes and we work through your own processes.
- Setup, data migration and training included
- Runs on your own domain
- Export your data whenever you want