®
It does the work, then it stops and asks
Nova reads your workspace, shows every call it made, and proposes the change. Nothing is written until a person confirms it.
↳ Watch the sequenceProduct / Customer IntelligenceModule 01
The whole relationship, in one place.
Contacts, companies and every exchange that got you here. A project sale is remembered by the people who ran it; this is the version that survives them leaving.
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The record outlasts the person.
A project sale is remembered by the people who ran it: which revision the client actually accepted, why the price moved after the site visit, what was agreed on the phone. When one of them leaves, that memory usually leaves with them, and the firm is left with a folder of documents and no account of how they relate. Customer Intelligence keeps that account inside the record itself, attached to the deal as it happened.
A colleague opening the record for the first time sees the contacts, the companies behind them, every quote and revision in order and the exchanges between them, without having to ask anyone. The relationship reads the same whether the person who built it is on holiday, on another site or no longer at the firm. That is the version of the relationship the firm owns, rather than the one it borrows from whoever happened to be there.
Customer IntelligenceOne record
A record, not a row.
A contact in most systems is a name, a company and a last-touched date. That is enough to send a newsletter and not enough to price a job.
Here the record carries the argument: which quote they held out on, which drawing they approved, who walked the site and what changed after they did.
- CompanyParent, sites, and who signs
- PeopleRole on this deal, not job title
- DocumentsEvery quote and revision, in order
- VisitsWhat was seen, and what it changed
- HistoryKept when the person who owned it leaves
The handover is the leak.
Information chains break where the work changes hands: sales to delivery, estimator to installer, the person who took the call to the person who does the job.
Nothing is handed over here because nothing moves. Delivery opens the same record sales was working in, with the revisions and the site notes already attached.
Into delivery without a handover →- SalesQuote, revisions, the site visit
- Same recordNo export, no re-keying, no summary email
- DeliveryOpens what sales was already in
- SiteThe installer reads the revision the client approved
The firms we sat with did not lose deals because the record was thin. They lost them because the one person who knew was on holiday.
Thirty minutes, your pipeline on the screen, no deck.
Tell us roughly how you work and we will come prepared.