Tova CRM connects acquisition, sales, proposals, contracts, orders, delivery and receivables in one customer timeline, helping teams build a repeatable growth engine.
Open pipeline
$396.7K
Signed this period
$86.4K
Outstanding
$12.3K
Smart signal
3 high-intent deals
Payment reconciled
$13,123.60
Built for multiple industries
Customer growth engine
Sales, delivery and finance work from the same customer context instead of maintaining separate systems.
Acquire
Leads, contacts, sources and conversations are captured automatically so sales teams can follow up without searching across spreadsheets and chat tools.
Sell
Manage stages in a visual pipeline, keep every quote version traceable, and move signed contracts directly into delivery without re-entry.
Deliver
Orders reserve inventory, completed work consumes it, and invoices, payments and receipts form one closed loop with full visibility.
Sales to cash
Every step has a clear business object, owner and next action. The system connects handoffs so teams stop re-entering data.
Lead
One place for every channel and conversation
Deal
Stage, value and next action
Proposal
Configured products and price snapshots
Contract
Signature and payment milestones
Order
Delivery confirmation and stock reservation
Work
Scheduling, execution and acceptance
Invoice
Milestone billing and receivables
Payment
Reconciliation, receipts and repeat sales
Automated handoffs
Quotes, contracts and orders flow forward without duplicate entry.
Traceable inventory
Reservations, work consumption and availability stay in sync.
Closed-loop finance
Payment allocation, partial collection and receipts remain traceable.
Prioritize opportunities, surface customer context and suggest next actions from trusted business data, with human approval for sensitive steps.
Deal prioritization
Prioritize opportunities by stage, value, engagement and inactivity.
Customer insight
Bring conversations, quotes, orders and service into one customer view.
Controlled actions
Sensitive steps require human approval and remain fully auditable.
Today’s recommendations
Based on current workspace data
Chen Meiling’s deal has had no activity for 4 days
The deal is in Negotiation. Confirm quote validity and schedule the next follow-up today.
Priority follow-ups
7
Expected to close this week
$68.4K
+18% vs last week
Two invoices are due this week with $13,123.60 still outstanding.
Industry ready
Use stable customer, sales, delivery and finance models while adapting fields, workflows, templates and catalogs per tenant.
Explore configurationSolar engineering
Site surveys, system design, installation and service
Professional services
Lead to delivery, renewals and account growth
Equipment
Sales projects, stock reservations and field installation
Design studios
Client communication, proposals and delivery milestones
Channel sales
Partners, referral attribution and order collaboration
Field service
Asset records, scheduling and collections
Every read and write is scoped to the active tenant. Members only enter joined workspaces.
Admin, sales, finance, operations and viewer actions are enforced on the server.
Adapt products, customers and workflows per tenant while keeping core relationships stable.
Start your growth journey
Create a workspace, add customers and products, and connect every step from lead to cash.