What is HyoNova CRM?
Your company’s customer records: profiles, contacts and deals, linked to support, invoices, projects and signed agreements.
Customers and deals your whole company can see
Keep every customer’s profile, contacts and deals in one place, move deals through a sales pipeline, and see invoices, projects, support and agreements on one customer page.
- Sales pipeline with won and lost
- One page per customer
- Send contracts from a deal
At a glance
Who is it for?
Sales, support and account teams, and owners who want one view of each customer.
Who can see customer data?
Roles that work with customers. Each section of a customer page follows its own permission.
One customer, every team
From the first contact to the signed contract and the paid invoice.
Customer profiles
Companies and individuals with legal name, contact details, tax number, account owner, tags and notes.
Contacts
The people you deal with at each customer, with a primary contact and a preferred channel.
Sales pipeline
Drag deals through Lead, Qualified, Proposal and Negotiation, then drop them on Won or Lost.
Deals
Value, currency, probability, expected close date and contact for every deal.
Win and loss reasons
Record why a deal was lost, and see what was won and lost this month.
Customer 360
Open deals, unpaid and overdue invoices, active projects, conversations and agreements on one page.
Activity timeline
Deal moves, invoices, payments, tickets, projects and signatures in one timeline, added automatically.
Send a contract
Send a document for signature from a deal to one of the customer’s contacts.
Support context
Support agents see the customer’s record while they reply.
Automations
Start delivery when a deal is won, and get a task when a new lead arrives.
How it works
Add customers
Create a company or an individual and add their contacts.
Open deals
Create a deal. It starts in the first stage of the pipeline.
Move and close
Drag deals forward and mark them won or lost with a reason.
Deliver and bill
Start the project, send the contract and issue the invoice from the same customer.
CRM is included
Customer records are on every plan. Deals and the pipeline are part of Basic, Business and Enterprise.
Why a CRM inside HyoNova
Everyone sees the same customer
Sales, support and finance look at one record instead of copying data between tools.
History that writes itself
The timeline fills in from deals, invoices, tickets and signatures as they happen.
Ask Serene about a customer
Get a summary of recent activity, open tickets and deals, within your permissions.
Questions and answers
Can I see a customer’s invoices?
Yes. The customer page shows unpaid and overdue invoices, and people with finance access can open them.
Who owns a customer?
Each customer can have an account owner, who must be an active member of the company.
Is there a free CRM?
Yes. Customer records are on every plan, including Free for up to 10 members. Deals and the sales pipeline start on Basic at $6 per member per month.
Does the CRM work in Arabic?
Yes. The CRM works in Arabic and English, like the rest of HyoNova.
Give every team the same view of your customers
Start free and add your first customer.