CRM

Your deals on a board, each with its next step

Drag each deal from stage to stage and schedule the next follow-up. When the customer says yes, the quote comes from the deal itself.

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What's included

Pipelines

Several pipelines, each with its stages and a total per stage. Start from a B2B, distribution or projects template.
Follow-ups

Schedule the next call or visit with a date, and get the reminder in Nori and by email.
Quote from the deal

The deal's products become a quote. The order and invoice that follow stay linked to it.
Automations

When a deal changes stage or sits idle, Nori assigns it, tags it, notifies someone or sends an email.
CRM dashboard

Conversion funnel, weighted value and a forecast by expected close month.
Won or lost

Close the deal with a reason, and reopen it if the customer comes back.

The CRM lives in Nori. The quotes, orders and invoices that come out of each deal post to your ERP.

See integrations

A Sales license sees and moves its own deals. Supervisor sees the whole team's and sets up pipelines and automations.

Pricing

Does each rep see only their own deals?

Yes, with a Sales license. Supervisor and Administrator see all of them.

Can an automation send WhatsApp messages?

Yes, if you have a WhatsApp channel connected. Without one, the message is logged on the deal.

In the demo we walk through your chart, your documents and how to get started.

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