A CRM Built to Follow Through.
Nuvana brings leads, conversations, appointments, follow-up, automation, and your sales process together in one connected system so opportunities don't disappear when your business gets busy.
Getting Leads Is Only Part of the Problem
Most businesses don't struggle to generate interest. They struggle with what happens after a lead comes in. A new inquiry arrives, and then what? Who responds, how fast, and what's the next step? When those answers depend on whoever happens to be at the desk, leads go cold, appointments get missed, and opportunities quietly disappear.
Nuvana was built to bring structure to everything that happens after the first touch. It creates a repeatable path through lead communication, appointments, follow-up, opportunities, client communication, reputation, and reactivation so nothing depends on memory or luck.
The result is a system that follows through for you, connecting every stage of the customer journey instead of leaving each one to chance.
How Nuvana Supports Every Stage
Nuvana connects the steps of your client journey rather than presenting unrelated software features. Each stage hands off to the next so nothing is dropped.
Lead
New inquiries from forms, calls, and campaigns are captured into one central place.
Conversation
Email, SMS, and chat stay unified in a single conversation view tied to each contact.
Follow-Up
Automated sequences keep every lead warm instead of slipping through the cracks.
Appointment
Booking calendars confirm and remind appointments without manual back-and-forth.
Opportunity
Qualified leads move through a visible pipeline with clear next steps and value.
Client
Onboarding and communication keep new clients engaged and coming back.
Reactivation
Past clients are re-engaged through targeted campaigns to bring them back.
Lead
New inquiries from forms, calls, and campaigns are captured into one central place.
Conversation
Email, SMS, and chat stay unified in a single conversation view tied to each contact.
Follow-Up
Automated sequences keep every lead warm instead of slipping through the cracks.
Appointment
Booking calendars confirm and remind appointments without manual back-and-forth.
Opportunity
Qualified leads move through a visible pipeline with clear next steps and value.
Client
Onboarding and communication keep new clients engaged and coming back.
Reactivation
Past clients are re-engaged through targeted campaigns to bring them back.
More Than Software. A Connected Operating System.
Nuvana is the CRM and business growth platform at the center of Elevate with Nuvana. It brings lead management, communication, automation, scheduling, pipelines, reporting, and client follow-up into one connected system. Rather than functioning as an expensive address book, it becomes the operational center of your business.
CRM is the foundation, but Nuvana is designed to connect sales, marketing, follow-up, automation, client communication, and performance visibility in one place so the pieces actually work together.
Where Businesses Lose Opportunities
Nuvana is designed to reduce the everyday breakdowns that let leads, appointments, and clients slip away.
Leads come in but follow-up is inconsistent
New inquiries sit untouched because no one owns the next step. Nuvana routes and automates follow-up so speed-to-lead happens every time.
Conversations are scattered across tools
Emails, texts, and messages live in different places. Nuvana unifies them into one conversation view tied to each contact.
Pipelines have no visibility
Managers can't see where deals stand or what's next. Nuvana pipelines show every opportunity, its stage, value, and next action.
Past clients are forgotten
Once a client is won, they drop off the radar. Nuvana reactivation campaigns bring inactive clients back into the business.
Nuvana Is Already Built.
You're not simply handed an empty CRM account and expected to figure out what to build. Nuvana Growth includes an established system of pre-built, customizable workflows designed around lead follow-up, client communication, appointments, opportunities, reactivation, reputation, and ongoing business activity.
A System, Not a Blank Slate
Pre-built workflows give you a working foundation instead of starting from zero.
Customizable to Your Business
Workflows are tailored around how your team sells and communicates.
Connected End to End
Each stage of the journey hands off to the next, so nothing is dropped.
Start With the Foundation. Grow When You're Ready.
Two straightforward options. Begin with Essentials for the CRM foundation, or choose Growth for the established system that's already built for you.
Nuvana Essentials
An intentionally streamlined starting point for businesses that need the foundation without unnecessary complexity.
Start with what you need. Grow when you're ready.
- CRM and contact management
- Unified conversations
- Calendar and appointment management
- Contact/lead capture form
- Basic starter automations
- Mobile and desktop access
Nuvana Growth
The established Nuvana system for businesses ready to automate and organize more of their lead follow-up, customer communication, and sales process.
The difference isn't just what Nuvana can do. It's what's already done for you.
- Everything in Essentials, plus:
- Pre-built, customizable workflows
- Lead nurture
- Appointment follow-up
- Lead reactivation
- Reputation management
- Social Planner
- More robust automation
- Text/message templates
- Opportunities and sales pipelines
- Estimates and invoices
- Payment collection
- Nuvana Hub training and resources
Nuvana Growth provides the platform and its pre-built, customizable workflows. It does not include unlimited custom workflow development, custom marketing campaigns, consulting, or ongoing done-for-you services. See below to add hands-on support.
What to Expect When You Start
Nuvana is set up around your business, not handed over as an empty account for you to figure out.
We start with your business
Your pipelines, calendars, and workflows are configured around how your team actually sells, not a generic template.
Workflows are connected
Follow-up sequences, appointment reminders, and reactivation are wired to the stages of your client journey.
Your team is trained
Through the Nuvana Hub, your team learns how and why to use the system so adoption sticks.
You keep visibility
Dashboards and reporting show what's working across leads, conversions, and retention.
Nuvana Hub Training and Support
Growth includes Nuvana Hub training and resources so your team understands how and why to use the system, helping adoption stick.
Add Strategy, Support & Execution
Nuvana Growth gives you the platform, pre-built workflows, training, and tools to manage your client journey. If you'd rather have our team handle additional strategy, customization, campaigns, optimization, or execution, Elevate services can be added separately.
Nuvana CRM Questions
Common questions about the platform, plans, and getting started.
What is included with Nuvana CRM?+
Nuvana brings your contacts, conversations, opportunities, scheduling, forms, automation, reporting, and client follow-up into one connected platform. Your exact features depend on whether you choose Nuvana Essentials or Nuvana Growth.
What is the difference between Nuvana Essentials and Nuvana Growth?+
Nuvana Essentials gives you the core CRM tools to manage contacts, conversations, opportunities, scheduling, and your day-to-day client activity. Nuvana Growth adds our pre-built, customizable workflows, automated lead nurture, appointment follow-up, reactivation, additional marketing tools, and more of the systems designed to help move clients through the entire journey.
Is Nuvana only for health and wellness businesses?+
No. Health, wellness, franchise, and service-based businesses are where we have some of our deepest experience, but Nuvana can support businesses across a variety of industries. It's especially well suited for businesses that rely on leads, appointments, ongoing client relationships, recurring revenue, or consistent follow-up.
Can Nuvana replace my current CRM?+
In many cases, yes. Nuvana is designed to centralize many of the tools businesses often manage separately. Before making a move, we'll look at how you're currently operating, what tools you're using, and what needs to stay connected so you can determine whether Nuvana is the right fit.
Can Nuvana integrate with the tools I already use?+
Nuvana can connect with many commonly used business platforms and tools. Integration options depend on the specific software and how you use it, so we'll review your current technology before recommending the best setup.
What happens if I need customization beyond what's included in my plan?+
Nuvana Growth includes our established system of pre-built, customizable workflows and tools. If your business needs additional custom automation, campaign creation or management, CRM optimization, consulting, or other hands-on execution, those services are available separately through Elevate with Nuvana.
Will my team be trained to use Nuvana?+
Yes. Implementation isn't complete just because the technology is turned on. We help your team understand how Nuvana fits into your actual process so they know where leads go, what needs their attention, how follow-up works, and how to use the system consistently.
Your CRM Should Be Doing More Than Holding Names
See how Nuvana follows through across your entire client journey, from first lead to reactivation.