A simple CRM for small business

Most small businesses keep customers in a phone, a notebook, WhatsApp and a spreadsheet. That works until a lead is forgotten or a follow-up never goes out. NovaTek AI gives you a simple CRM that is connected to your quotes, invoices and payments, so every customer's story is in one place.

What the NovaTek AI CRM does

• Contacts and leads: every customer and prospect with phone, email, notes and preferred language.
• Pipelines you can configure: track each deal from first call to paid invoice.
• Interaction history: calls, messages, quotes and invoices on the same customer record.
• AI follow-ups: NovaTek AI prepares personalized messages and reminders in the customer's language, so nobody falls through the cracks.
• Business Guardian: one brief with deadlines, renewals, unpaid invoices and priorities.

Why a CRM connected to invoicing matters

A stand-alone CRM tells you who your customers are. A CRM connected to invoicing also tells you who owes you money, which quotes are waiting for an answer and who needs a follow-up today. In NovaTek AI, a quote becomes an invoice in one click, and the payment status shows on the customer record.

You don't need an expensive, complicated CRM

Many CRMs are built for sales teams of 50 people. NovaTek AI is built for owners and small teams: simple screens, ready-made setups for common small-business types, and support for customers who speak English, French, Haitian Creole or Spanish.

Ready-made setups

Service companies, tax preparation, construction and building supply, beauty salons, transportation, education and training, electricians, independent mechanics, lawn care, grocery stores and more.

Un CRM simple pour PME : clients, prospects, pipelines, historique et relances par IA, reliés à vos devis et factures. En français et en anglais. Essai gratuit de 7 jours.

Frequently asked questions

What is the best CRM for a small business?

The best CRM is one your team will actually use every day. For small businesses, look for simple screens, a connection to quotes and invoices, and follow-up reminders. NovaTek AI combines all three, in English, French, Haitian Creole and Spanish.

Is NovaTek AI a CRM?

Yes. NovaTek AI includes a CRM with contacts, leads, configurable pipelines and interaction history, plus quotes, invoices, payment links, reports and AI-assisted follow-ups.

Can I try the CRM for free?

Yes. NovaTek AI has a 7-day free trial with no card and no automatic charge, and a live demo with sample data that needs no sign-up.

Does it work on my phone?

Yes. NovaTek AI is a web app that works on phone and desktop, and supported records keep working offline.