NabuOne · CRM
Clients and deals that know the rest of your work
Every contact has one timeline: notes, calls, emails, their invoices and their support tickets. The deals board weighs your pipeline by stage, and agents draft the follow-ups.
Contacts
One timeline per client
Leads, customers and companies in one list, with views for hot leads, follow-ups due this week and clients who have gone quiet.
- Leads, contacts and companies
- Calls, emails, meetings and notes on one timeline
- Their invoices and tickets right beside them
Deals
A pipeline you can drag
Move a deal between stages and the board re-weighs the pipeline. Won deals set their close date for you.
- Drag deals between stages
- Pipeline value weighted by stage
- Import from HubSpot, Zoho or Pipedrive CSV exports
For your agents
Your agents work here too
Agents look up a client before they reply, log the call you just had, add a lead from an email and move a deal when it closes.
$ nabu-crm learn
One app
Works with every other module
Questions
Can I bring my contacts from HubSpot or Zoho?
Yes. Export contacts, companies or deals to CSV and import them; NabuOne reads the column names HubSpot, Zoho and Pipedrive use.
Where is my client data stored?
In a database on your own computer. Export any list back to CSV whenever you like.
CRM is part of NabuOne.
Every module, free for three days. Then $19.99 a month, $199.99 a year or $399.99 once.