The tag-based CRM that revolutionizes how you manage contacts, donors, clients, and customers.

Everything You Need in One Platform

Nova delivers comprehensive CRM features designed to simplify contact management and boost your team’s productivity. From tag-based organization to integrated communications, Nova has you covered.

Tag Library

Your Command Center for Organization

The Tag Library is the heart of Nova’s tagging system. Get complete visibility into how your team organizes and segments contacts:

Complete Tag Overview:
  • Real-time count of contacts per tag
  • Creator information and timestamp for every tag
  • Tag descriptions for team alignment
  • Exact color (Hex code) for each tag
  • Quick search and filter capabilities
  • Tag usage analytics

Perfect for maintaining consistency across your team’s contact database management strategy.

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People Management

The Most Comprehensive Contact Profiles

Build rich, detailed profiles that go far beyond basic contact information. Nova puts people at the center of your CRM.

Basic Information

  • Full name and contact details
  • Demographics (age, location, etc.)
  • Social media profiles and links
  • Photo uploads for visual identification

Advanced Tracking

  • Relationship mapping to other contacts
  • Complete transaction history
  • Call logs with timestamps and notes
  • Custom fields for unique needs
  • Tag assignments and history
  • Activity timeline of all interactions

Whether managing sales leads, donor relationships, or customer contacts, get the complete picture of every person.

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Integrated SMS

Text Your People Directly from Nova

Send SMS messages without switching platforms. Through Mercury integration, Nova delivers powerful text messaging capabilities:

SMS Features:
  • Individual contact messaging

  • Bulk SMS to entire lists

  • Pre-scripted message templates

  • Delivery and response tracking

  • Conversation history in profiles

  • List-based targeting

Reach thousands or focus on one relationship, all from the same platform.

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Integrated Calling

Make Calls and Log Notes in Real-Time

Connect with your people through Pulsar integration. Nova turns your CRM into a complete call center.

Calling Features:

Click-to-call from any profile

Real-time note logging during calls

Call duration and outcome tracking

Build targeted call lists

Complete call history per contact

Team performance analytics

Keep all communication documented in one centralized location.

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Automated Transaction Tracking

Never Miss a Transaction

Stop manually entering donations, sales, and refunds. Nova’s transaction tracking integrations handle everything automatically:

Track Every Transaction:

  • Automatic donation/sale recording
  • Real-time transaction updates
  • Complete transaction history
  • Refund and adjustment tracking
  • Campaign-specific attribution
  • Payment method recording

Filter and Export by:

  • Date range
  • Transaction amount
  • Campaign or product
  • Contact tags
  • Custom criteria

Perfect for donor management, sales tracking, or any organization that needs accurate financial records tied to contacts.

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Advanced List Building

Create Targeted Segments in Seconds

Nova’s list creation tool gives you unlimited filtering power to segment your contact database precisely:

See It in Action

Unlimited Filter Combinations

  • Geographic location
  • Date added or modified
  • Transaction amounts and history
  • Assigned tags (any combination)
  • Custom field values
  • Activity and engagement
  • Save and reuse your filters instantly.

Export Options

  • Call lists for phone banking
  • Text lists for SMS campaigns
  • Mail lists for direct mail
  • CSV files for digital marketing
  • Custom formats for your tools

Example: Find all contacts in Ohio, added in the last 90 days, who donated over $100, attended an event, and have the “High Priority” tag. Pull that list and export it in under 10 seconds.

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Custom Fields

Track What Matters to Your Organization

Every organization is unique. Nova lets you create unlimited custom fields to track exactly what you need:
  • Text fields for notes
  • Dropdown menus for categories
  • Date fields for important milestones
  • Number fields for custom metrics
  • Checkbox fields for yes/no tracking
  • URL fields for links

All custom fields work with Nova’s filtering and search capabilities, giving you complete flexibility.

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Team Collabration

Work Together in Real-Time

Nova is built for teams. Multiple users can work simultaneously with full visibility and coordination:

Collaboration Features:
  • Real-time updates across all users
  • Activity logs showing who did what
  • Shared tag libraries and lists
  • Role-based permissions
  • Team performance dashboards
  • Note sharing on contacts

Everyone works from the same cloud-based CRM, eliminating data silos and duplicate work.

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Security & Access

Your Data, Protected

Nova takes data security seriously with enterprise-grade protection:
  • Secure data encryption

  • Regular automated backups

  • Role-based access control

  • Activity audit logs

  • Secure cloud infrastructure

  • GDPR compliance ready

Rest easy knowing your contact data is safe and accessible only to authorized team members.
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Mobile Access

Manage Contacts Anywhere

Access your entire CRM database from any device:

  • Mobile-responsive interface
  • Full feature access on phones and tablets
  • Real-time sync across devices
  • Make calls and send texts on the go
  • Log notes in the field

Your team stays productive whether in the office or on the road.

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Ready to See These Features in Action?

Request a personalized demo and discover how Nova’s comprehensive features can transform your contact management.

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