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CRM & follow-up automationNo more forgotten follow-ups, no more manual data entry

After every meeting, the summary is written, the CRM is up to date and the follow-up is ready. Your salesperson reviews, approves with one click, and gets back to selling.

  • A CRM up to date without data entry
  • Follow-ups at the right time
  • Nothing goes out without you
Talk about my follow-upsSee how it works

An up-to-date CRM

No data entry after every meeting.

No forgotten follow-ups

Every quote tracked, at the right time.

Your current CRM

HubSpot, Pipedrive, Salesforce, and the rest.

Protected data

European hosting, GDPR-compliant.

In the office at night, a salesperson typing his meeting notes into the CRM, reminder sticky notes all around the screen
The real problem

Your CRM is a great tool… when it's up to date

Manual entry after every meeting, follow-ups forgotten when days overflow, meeting notes written from memory at night. The CRM was supposed to save time: it costs time.

  • Quotes going cold for lack of a follow-up
  • An incomplete CRM, a false view of sales
  • Salespeople typing instead of selling
  • Meeting notes written too late, from memory

The CRM isn't the problem. What gets stuck is everything you have to put into it by hand. And that's exactly what AI can take on.

Try it

Three files waiting: let Nova prepare them

A fictional store fit-out company in Caen. Pick a file: Nova prepares the follow-up or the meeting summary, you approve. On the right, what the team sees.

Nova · follow-ups and CRMAgencement Leclerc
Use cases

Everything that repeats in your sales follow-up

A saleswoman reviewing a prepared follow-up on her computer and approving it01 / 04

Quote follow-ups

Every quote gets its follow-up, at the right time, with the right message.

Nova tracks your pending quotes in the CRM. When a customer doesn't reply, she prepares a follow-up that picks up the context: what was said, what's holding things up, the date that matters to them. Your salesperson reviews and sends in one click.

  • Follow-ups prepared at day 3, 7 and 14
  • A message tailored to each customer
  • Nothing goes out without your approval
In his car, right after a meeting, a salesperson dictating a voice memo on his phone02 / 04

Meeting summaries

The meeting ends, and the summary is already written.

Video call, phone or a voice memo in the car: the conversation is transcribed, summarized in a few points, and the useful information goes into the right CRM fields. No more notes written from memory at night.

  • Meet, Zoom, Teams or a simple voice memo
  • A summary in a few points, to approve
  • Need, budget and deadline filed in the CRM
A calm office manager looking at the list of invoice reminders on her computer03 / 04

Unpaid invoices

Chasing a customer who owes you money, without spending your mornings on it.

Nova spots overdue invoices in your invoicing tool and prepares courteous reminders, then increasingly firm ones. Delicate cases come straight to you, with the customer's full history.

  • A friendly reminder before the due date
  • Gradual reminders after the due date
  • Your key customers flagged to you
A florist smiling as she reads a personal message from a supplier on her phone04 / 04

Customers to win back

Your past customers are your best next customers.

A customer who hasn't ordered in six months isn't lost: they're waiting for a good reason to come back. Nova spots them in the CRM and prepares a personal message: something new, a service, simply some news.

  • Inactive customers spotted automatically
  • A message based on each one's history
  • Replies land in your CRM
A consultant and a sales manager looking at the sales board together on a computerNo need to switch CRMs

You stay in control: no follow-up goes out without your approval, and every action is visible in your CRM.

How we set it up

Connected to your tools, without changing your habits

We connect the AI to the CRM, email and calendar you already use. With mainstream CRMs, built for this, the connection is quick.

  1. 01Your follow-ups today1 meeting

    We look at your pending quotes, your CRM, and how you follow up today.

  2. 02Your scenariosTone approved

    When to follow up, in what tone, and when a human takes over: we decide together.

  3. 03The connectionCRM, email, calendar

    We connect your CRM, your email and your calendar. Your salespeople keep their tools.

  4. 04Go-liveMonthly follow-up

    A trial period where everything goes through your approval, then a check-in every month.

  • HubSpot
  • Pipedrive
  • Salesforce
  • Axonaut
  • Sellsy
  • Notion
  • Gmail
  • Outlook
Before / after

The same quote, two stories

An €8,400 quote, followed for 30 days. Scroll: first by hand, then with Nova.

Before

By hand

Quote lost on day 30

  1. Day 0

    The quote goes out to the customer. A note says to follow up “in a week”.

  2. Day 8

    No reply. The follow-up takes a back seat to the day's emergencies.

  3. Day 15

    A trade show, two meetings, a late project: the follow-up is forgotten.

  4. Day 22

    The customer is hesitating. Nobody has called them in three weeks.

  5. Day 30

    Quote lostThe customer signed with a faster competitor.

After

With Nova

Quote signed on day 10

  1. Day 0

    The quote goes out. Nova logs it in the CRM and schedules the follow-up.

  2. Day 3

    Nova prepares a personalized follow-up. The salesperson approves it with one click.

  3. Day 7

    The customer replies. Nova books the meeting in the calendar, on her own.

  4. Day 10

    Quote signed: €8,400The CRM is up to date, with no data entry.
    20 days ahead

And day to day, for the whole sales team

Six tasks done by hand, often at the end of the day.Six tasks prepared by Nova. Your team reviews and approves.

  • Meeting summaryBefore:Written at night, from memoryWith Nova:Ready right after the meeting
  • CRM updateBefore:Typed by hand, often lateWith Nova:Done automatically after every exchange
  • Quote follow-upBefore:When someone thinks of it, if they doWith Nova:Prepared at the right time, approved in one click
  • Sales proposalBefore:Written from scratchWith Nova:Prepared from your templates
  • Sales overviewBefore:Incomplete, to piece togetherWith Nova:Reliable and up to date at all times
  • Activity reportBefore:Compiled on Friday nightWith Nova:Ready every Monday morning

Your salespeople keep the customer relationship. Nova takes care of the rest. Let's see together what could run on its own in your business.

Request a callWrite to us
FAQ

Everything about CRM automation

Do I need to switch CRMs?

No. We connect to your current CRM: HubSpot, Pipedrive, Salesforce, Axonaut, Sellsy, Notion, Airtable… Any tool that's open to connections can be linked.

Will AI replace our salespeople?

No. It gives them time back for what they do best: relationships and negotiation. Prospecting, decisions and signing stay human.

Can a follow-up go out without my approval?

No. At first, every follow-up goes through your approval, with one click. Later, if you wish, you can let the simplest ones go out on their own, like a reminder before a due date.

What if the meeting summary contains an error?

Every summary is submitted to your salesperson before it goes into the CRM. They correct or approve it in a few minutes, instead of writing it all.

How long does setup take?

It depends on your tools. Mainstream CRMs (HubSpot, Pipedrive, Salesforce…) are built to be connected: the connection is quick. The most important part is deciding with you when and how to follow up. Then a trial period on your real files, and your team is trained.

Is our customer data protected?

Yes. The data stays in your tools or on European servers, and is never used to train models. GDPR compliance is part of the setup.

Does it work with Teams, Zoom or Meet?

Yes. Transcription works with Google Meet, Zoom, Microsoft Teams, most phone systems, and a simple voice memo recorded on your phone.

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30 minutes by video call: your CRM, your pending quotes, and what could run on its own. No strings attached.

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