No forgotten quotes
Follow-ups go out at the right time, and you can see where every deal stands at a glance.
Solution
A CRM that follows the way you work.
We build a customer tracking tool that fits your business: an existing tool set up for you or a custom application, depending on your needs. AI does the groundwork: data entry, follow-ups, summaries, quotes.
Less data entry
Emails, calls and notes dictated in the field fill in the customer record automatically.
Built for your business
Your stages, your fields, your vocabulary. Nothing superfluous.
Your data migrated
Your contacts and deals are imported from Excel, your previous tool or your mailbox.
Deal tracking
Every request moves through your own stages, from first contact to signature.
Automatic follow-ups
Unanswered quotes, appointments to confirm: follow-ups go out at the right time.
Dashboard
Open deals, won deals, expected revenue: the essentials at a glance.
In the field
On your phone, you dictate a note after a meeting: the record is updated.
Quotes and invoices
Quotes generated from the customer record, linked to your accounting, for example Bexio.
Connected to your other solutions
Leads qualified by the voice agent or the chatbot go straight into the CRM.
- 01
We observe
How your requests arrive, who handles them and where they get lost.
- 02
We build
A simple tool with the stages of your business.
- 03
AI assists
Summaries, follow-ups and next tasks suggested automatically.
A few concrete examples from the sectors we work with.
Health and wellbeing
A beauty salon: treatment history, appointment reminders and loyalty offers, without a spreadsheet.
Trades and construction
A joinery: every quote request tracked through to signature, with an automatic follow-up if the customer doesn't reply.
Restaurants and hospitality
A caterer: event requests, quotes, deposits and dates tracked in one place.
Business services
An accounting firm: engagements, deadlines and missing documents per client, with follow-ups sent automatically.
Connected to your tools
- Bexio
- Google Workspace
- Microsoft 365
- Excel
- Voice agent and chatbot
We connect what you already use. Another tool? We check it during the diagnosis.
Try a demo
Write to our assistant
- Assistant : Hello! I'm Novaetas's demo agent. Tell me which sector you work in, and I'll show you what AI can do for you.
You are chatting with an artificial intelligence. Messages are kept for 90 days at most. Privacy policy
Annual estimate
CHF 46'680
per year
- Additional signed quotes
- CHF 38'400
- Team time freed up
- CHF 8'280
184 hours freed up per year
Refine this figure in a diagnosisIndicative estimate, calculated solely from your figures, over 46 working weeks. It is not a promise of results.
Book a diagnosisCan you import my current data?
Yes. We import your contacts and history from your Excel files, your mailbox or your previous tool.
Does my team need training?
The tool is designed to be obvious. We plan a short onboarding and stay available during follow-up.
Where is the data stored?
In Switzerland or the EU, depending on the solution chosen. We tell you clearly before going live.
Is it custom software or an existing tool?
It depends on your needs. For a small team, we often set up an existing tool; for specific needs, we develop a custom application. Either way, the CRM follows your stages and your vocabulary.
Can I use it on my phone?
Yes. You look up records in the field and dictate a note after a meeting: AI summarises it and updates the record.
How long does it take to set up?
It depends on your data and your stages: the timeline is set in the quote, after the diagnosis. A pilot phase lets you use it in real conditions before it goes live.
A first 30-minute conversation, free and with no commitment. SMEs that start now get ahead: we guide you step by step.