CRM operating layer
Technovier CRM connects lead capture, pipeline visibility, AI follow-up, booking, reminders, abandoned cart recovery, and reporting in one operating workspace.
The CRM is sold as part of the revenue system, not as a vague standalone SaaS promise. The audit confirms which workflows need to be built before implementation starts.
Capture
Lead + order intake
forms, calls, checkout, ad leads
Route
Owner handoff
qualification, SLA, pipeline stage
Recover
Follow-up logic
AI setter, reminders, abandoned cart
Report
Revenue visibility
bookings, ROAS/MER, pipeline
Operating layer
Service businesses use the CRM to capture, qualify, book, remind, recover no-shows, and track pipeline. Ecommerce brands use it to connect checkout events, abandoned cart recovery, customer segments, retention flows, and revenue reporting.
Lead + order intake
forms, calls, checkout, ad leads
Owner handoff
qualification, SLA, pipeline stage
Follow-up logic
AI setter, reminders, abandoned cart
Revenue visibility
bookings, ROAS/MER, pipeline
The CRM records source, campaign, page, form, phone number, product, and consent fields where available.
Fit score, geography, service model, average ticket, urgency, owner, and pipeline stage decide the next action.
AI setter, email, SMS, WhatsApp, reminders, abandoned cart recovery, and owner alerts run from one playbook.
Appointments, show rate, opportunities, purchases, returns, and campaign performance feed the dashboard.
Why it matters
| Feature | Replaces | Other tools | Technovier CRM |
|---|---|---|---|
| Automated lead capture & routing | Manual spreadsheets | Multiple zaps | Included |
| AI setter + human handoff rules | Uncontrolled bot scripts | Often disconnected | Scoped through audit |
| Calendar, checkout, and recovery workflows | Disconnected calendars and carts | Multiple tools | Connected |
| Multi-channel nurture (email, SMS, WhatsApp) | ESP + texting app | $450/mo | Included |
| Pipeline, ROAS/MER, CAC, AOV, and lifecycle reporting | Spreadsheet reporting | Usually manual | Dashboarded |
CRM access
CRM plans are available, but the highest-converting path starts with the audit so the correct pipelines, automations, and reporting rules are scoped before rollout.
Do it yourself
$129/month
Limited time 75% off
Audit-gated setup
Done with you
$259/month
Limited time 65% off
Most popular
Done for you
$1,951/month
2 months free on annual
Full-service
Integrate everything
Audit before implementation
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