Sales CRM
Logging the call is a chore at the end of a long day, so it waits, and by Friday your dashboard is a record of what people remembered rather than what happened. Noria makes logging take about ten seconds, and builds every number from that.
Ten seconds
A voice note from the car, a line typed between meetings, a customer's own reply. It comes back as a logged activity with the next step already on somebody's list. Nobody fills in a form.
What the rep sent
just left the yard in Ruiru, spoke to the ops manager, they're doing about 400 deliveries a week on paper, wants a quote by month end, says the finance lady is the one who signs
What got logged
What the rep sent
called back re pricing. not happy w the per user cost, compared us to what theyre paying now. said maybe revisit after budget in jan. didnt say no
What got logged
What the rep sent
Sawa, send the details to my email. But we already have someone doing this for us since last year.
What got logged
Nothing gets filed until somebody agrees with it. What you see on the right is a draft waiting for one tap, and a rep can change any line before it lands.
What you get back
Who moved, who slipped, who's gone quiet. It comes from the visits and calls that got logged last week, so you are not reading a set of statuses everybody updated on Friday afternoon because you asked them to.
Each rep opens to a short list: this deal has sat eleven days without contact, this one is missing the two things it needs before it can move, this customer's trial ends Thursday. They work down it instead of going hunting through a pipeline.
Every figure traces back to something that happened, so you can open a total up until you're looking at the note a rep wrote in a yard. Log a visit late and the week it belongs to corrects itself.
Built for how you sell
So the conversation lives in the CRM instead of on somebody's personal phone. Templates for the messages you send often, replies drafted for you to approve, and consent kept against the contact, so nobody gets a message after they asked you to stop.
Approved templates, consent on record
A reseller registers a customer and holds the claim while they work it. Claims expire on their own. Nobody finds out at the last minute that two people have been selling to the same company.
Claims expire, overrides are logged
Every account is scored on what you told us a good customer looks like, and the score moves when the facts do. Reps see who to drive to first, and what changed the answer.
You set what a good customer looks like
Reps log from the yard, the basement, the long drive between two customers. Anything written with no signal sits on the phone and goes up when there is one, and a queue that gets sent twice still records the work once.
Logged offline, filed once
Every grant and every withdrawal is a row of its own, with who wrote it down, when, and what they took it from. Ask for a contact's history and you get the whole trail rather than today's answer, which is what a data protection query actually needs.
The trail leaves with your export
Your first week
Set the stages your team already uses and say what a good customer looks like. Bring the contacts you have in a spreadsheet. Reps log from their phones the same day, and the first weekly report writes itself off the back of it.