Built for teams running 6+ outbound channels

Every lead, every channel,
one system of record.

Replace the Google Sheet that sits between your scrapers, Instantly, LinkedIn, Upwork, and inbound. Nova CRM gives you per-channel funnels, idle-lead alerts, and director-level diagnostics, plus private-by-default leads and admin policies mapped to departments and teams, so reps are not browsing each other's books by accident.

No credit card required · 14-day trial · Migrate from Sheets in 1 click

app.novacrm.com / dashboard

Overview

Live pipeline state: last 30 days

Open leads
31
across channels
Pipeline value
$667k
18 open deals
Avg response
33m
first outbound
Idle leads
12
over threshold

Activity trend

+18%
RepliesMeetingsClosed

Pipeline distribution

New4
Contacted4
Replied5
Qualified5
Discovery5
Proposal4

Channel funnels

Each channel's top-of-funnel conversion

Cold Email2.8%
Sent
108
Replied
3
LinkedIn20%
Sent
20
Replied
4
Upwork15%
Sent
13
Replied
2
Channels

Every funnel your team actually runs

Each channel keeps its own top-of-funnel shape. After Qualified, every lead joins one shared closing pipeline, so dashboards compare apples to apples.

Cold Email

Replies from Instantly campaigns become real leads, automatically.

Sent → Opened → Clicked → Replied → Meeting → Closed

LinkedIn Outbound

Sales Navigator + manual outreach with per-lead touchpoint state.

Connection → Accepted → Messaged → Replied → Meeting → Closed

1:1 Email

Senior reps' personalized Outlook outreach, threaded with the lead.

Sent → Replied → Meeting → Closed

Website Form

Webhook in. Lead created the moment a prospect hits submit.

Submitted → Contacted → Meeting → Closed

Upwork

Multi-profile tracking. Compare which Upwork persona converts best.

Applied → Viewed → Replied → Hired → Revenue

Job Apply

Multiple CVs as first-class personas, with recruiter response funnels.

Applied → Recruiter Reply → Interview → Offer

LinkedIn 1:1

Account-based DMs from senior reps, separate from outbound.

Messaged → Replied → Meeting → Closed

Two-layer model

Track effort and intent as separate things.

Most CRMs only show you leads. Nova tracks the effort that creates them too. When numbers move, you can tell why, instead of guessing.

Activity layer

Daily counts per person per channel. How many emails sent. How many connections. How many Upwork applies.

Lead & deal layer

Real records with full context, owner, stage, notes, followups, BANT scoring, and per-channel touchpoint state.

When closings drop, find the leak.

Each diagnostic points to a totally different fix.

1

Fewer applies

Work-rate problem · push harder, hire more

2

Same applies, fewer views

Profile problem · rewrite the profile

3

Same views, fewer replies

Proposal problem · better cover letters

4

Same replies, fewer closes

Sales-skill problem · follow-up & pricing

Permissions & privacy

Sell with confidence: governance is not an afterthought.

Buyers ask hard questions about data leakage and junior access before they sign. Nova CRM is built so you can answer them in one slide: private-by-default leads, org-shaped visibility, and admin policies you can explain to legal.

Your book stays yours

By default, individual contributors only see leads they own or are explicitly shared with them. Teammates cannot browse someone else's pipeline like a shared spreadsheet.

Mirrors how you actually organize

Departments and teams map to your real org chart. Managers inherit visibility for their span. Directors roll up without granting org-wide access to everyone.

Admin policies with real overrides

Start from role templates, then layer department rules and per-person exceptions. Overrides are first-class so edge cases (coverage, audits, VIP accounts) don't break the model.

Who sees what (out of the box)

A clear ladder from rep privacy to executive oversight. Tune each layer without giving everyone a master key.

1

Individual rep

Own leads & assigned tasks

2

Team lead

Their team's pipeline + coaching views

3

Department

Cross-team rollups inside the dept

4

Director / admin

Org-wide + policy editor + audit trail

For security & procurement: Combine scoped visibility with the audit log and export controls so your questionnaire answers line up: who can see customer data, how access changes are recorded, and how data leaves the system.

Optional shared views and handoffs stay explicit, visibility changes leave a trail.
What's in v1

Everything you need to run sales day one.

Not a half-built prototype. A working CRM with org-aware permissions, private pipelines, dashboards, and integrations on launch.

Spreadsheet-fast table view

Inline editing, frozen columns, saved views, and bulk paste from Sheets. The daily driver for your team.

Drag-and-drop pipeline

Move leads between stages on a Kanban board. Required-field rules enforced on drop.

Per-channel touchpoints

One lead can be at Email Step 3 and LinkedIn Connection Sent simultaneously. Touchpoints reflect reality.

Idle-lead alerts

Leads going stale get flagged before they die. Per-stage thresholds you control.

First response tracking

Time from lead created to first outbound, a top performance metric, surfaced everywhere.

Org-aware access & overrides

Role defaults, department rules, and per-person exceptions stack in order. Reps stay on their own leads; team leads and managers get the span they need without a flat org-wide sheet.

Director dashboard

Funnel charts, person scorecards, channel comparisons. Diagnose where the funnel leaks in 10 seconds.

n8n & webhook ready

Outbound queue endpoints keep your existing automations running. Instantly, Apollo, Outlook all stay.

BANT-scored qualification

Required scoring before a lead is marked Qualified. Junior reps can't skip the rubric.

Multi-profile tracking

Upwork profiles and CV personas as first-class entities. See which one converts best.

Audit log

Who touched what, when. Full history preserved, even after people leave the company.

Sheets, exported on demand

Need ad-hoc analysis? Export any view to Google Sheets in one click. The CRM stays the source of truth.

Compared

Built for the way you actually sell.

Generic CRMs assume one channel and one funnel. Spreadsheets break with permissions and idle leads. Nova was designed for teams running everything at once.

Capability
Google Sheets
Generic CRM
Nova CRM
Multi-channel funnels in one place
Partial
Per-channel touchpoint state
Activity layer (effort tracking)
Manual only
Idle-lead alerts
Partial
BANT scoring required at stage gate
Department + person permission overrides
Partial
Private-by-default lead ownership (no silent peer browsing)
Partial
Policies aligned to departments & teams (not one global role)
Partial
Multi-profile (Upwork / CV) personas
Manual only
Replaces Sheets for daily work

Stop guessing where the funnel leaks.

Migrate from Sheets in a single click. Be running real pipeline diagnostics before lunch.