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Contacts

Novo CRM contacts

Unlimited contact storage. Assign contacts to users; record personal info like birthdays; set custom fields for additional information.

Action plans

With action plans you can set follow up plans that schedule activities for your calendar automatically.

Customer portal

Interact and get your contact list updated with the customer portal integration. Allows for new contact registrations and detail updates via web client.

Linked data

Link your contacts to accounts, opportunities and support cases. Ensure you track all communication using linked activities.