Lead capture
Capture leads from multiple sources including manual entry, website forms, API, and CSV import.
Availableweb · api
Capability inventory
Every NoxCRM capability, with its current status.
This page is the detailed reference. Availability describes the customer experience, not simply whether an internal endpoint or partial screen exists.
Manual lead creation
Create leads directly in the CRM workspace with contact details and source tracking.
Availableweb · api
Website forms
Embeddable public forms that submit leads directly into the CRM pipeline.
Availableweb · api
API lead intake
Programmatic lead creation via REST API for custom integrations.
Availableapi
CSV import
Bulk import leads from CSV files with field mapping.
Availableweb · api
Duplicate detection
Detect and merge duplicate lead and contact records based on matching rules.
Availableweb · api
Lead assignment
Auto-assign or manually assign leads to team members for follow-up.
Availableweb · api
Round-robin assignment
Distribute leads evenly across team members using round-robin rules.
Availableweb · api
Territory assignment
Route leads based on geographic or business territory rules.
Plannedweb · api
Lead scoring
Score leads based on engagement, source, and custom criteria.
Plannedweb · api
Qualification stages
Define qualification stages to standardize lead evaluation before they become deals.
Availableweb · api
Custom pipelines
Create multiple pipelines for different sales or service processes.
Availableweb · api
Drag-and-drop stages
Move deals across pipeline stages with drag-and-drop kanban interface.
Availableweb
Stage rules
Define required fields and conditions before a deal can move to the next stage.
Plannedweb · api
Lost reasons
Track why deals were lost with configurable reason codes and reporting.
Availableweb · api
Contact records
Individual contact records with full history, activity, and communication logs.
Availableweb · api
Company records
Organization-level records linked to contacts for B2B relationship management.
Availableweb · api
Tags and segmentation
Tag contacts and companies for filtering, segmentation, and campaign targeting.
Availableweb · api
Custom fields
Add custom data fields to contact and company records for flexible data modeling.
Availableweb · api
Notes and attachments
Add internal notes and file attachments to any contact or deal record.
Availableweb · api
Tasks
Create, assign, and track tasks linked to contacts, deals, or projects.
Availableweb · api
Reminders
Set time-based reminders for follow-ups, calls, and task deadlines.
Availableweb · api
Follow-up scheduling
Schedule follow-up activities with date, time, and assignment.
Availableweb · api
Recurring follow-ups
Set recurring follow-up schedules for ongoing customer engagement.
Plannedweb · api
Activity timeline
Complete chronological timeline of all activity on a contact or deal.
Availableweb · api
Call logs
Log and track phone calls made to and from contacts.
Availableweb · api
Email history
View email communication history linked to contacts and deals.
Availableweb · api
WhatsApp history
Log and view WhatsApp conversations alongside other communication channels.
Plannedweb · api
Internal comments
Collaborate internally with comments on records visible only to team members.
Availableweb · api
Mentions and notifications
Tag team members with @mentions and receive notifications for mentions and assignments.
Availableweb · api
Team inbox
Shared inbox for team communication around leads, deals, and customer records.
Availableweb · api
Email templates
Create and use email templates for consistent customer communication.
Availableweb · api
Saved replies
Pre-defined reply snippets for quick responses to common inquiries.
Plannedweb · api
Public forms
Forms, form fields, public form rendering, and form submissions.
Availableweb · api
Workflow builder
Visual workflow builder with trigger and action rules for automated processes.
Availableweb · api
Trigger and action rules
Define conditional triggers and automated actions for lead and deal workflows.
Availableweb · api
Approval steps
Add manual approval gates within automated workflows.
Availableweb · api
Escalations
Automatic escalation of unassigned or stalled leads to managers.
Plannedweb · api
SLA reminders
Time-based SLA reminders for follow-up commitments and service levels.
Plannedweb · api
Lead ageing reports
Reports showing lead age, stale leads, and follow-up overdue analysis.
Availableweb
Conversion reports
Lead-to-deal and deal-to-won conversion metrics and funnels.
Availableweb
Team performance
Individual and team performance metrics for leads, deals, and activity.
Availableweb
Pipeline forecasting
Revenue forecasting based on pipeline stages, probabilities, and historical trends.
Availableweb
Data exporting
Export leads, deals, contacts, and reports to CSV and Excel.
Availableweb · api
Role-based access
Define roles with specific permissions for CRM operations and data access.
Availableweb · api
Field-level restrictions
Restrict visibility and editing of specific fields based on user role.
Availableweb · api
Audit logs
Record user actions, changes, and access events with an owner-readable audit trail for sensitive activity.
Availableweb · api
Multiple teams
Support for multiple teams within a workspace with isolated data and permissions.
Availableweb · api
Multiple branches
Branch-level data isolation for multi-location CRM operations.
Availableweb · api
Customer segmentation
Segment customers by tags, fields, activity, and pipeline stage for targeted outreach.
Availableweb · api
Campaign lists
Create and manage lists for targeted campaigns and bulk communications.
Plannedweb · api
REST API with tokens
Full REST API with personal access tokens for custom integrations.
Availableapi
Webhook endpoints
Webhook endpoints, deliveries, test, replay for external integrations.
Availableweb · api
OAuth apps and tokens
OAuth apps, tokens, blueprints, and agency clients for integration extensibility.
Availableapi
AI summaries
AI-generated contact and deal summaries for quick context.
Availableapi
AI next-action suggestions
AI-suggested next actions based on contact activity and deal state.
Availableapi
AI risk flags
AI-flagged risk indicators for deals and contacts needing attention.
Availableapi
Mobile lead management
Manage leads, update contacts, and view activity from mobile devices.
Plannedandroid
Offline-friendly field updates
Update contact and lead fields offline with sync when connectivity returns.
Plannedandroid