Run your whole software company from one calm place.

NodeVista brings sales, customer support, product and finance into one system that shares one set of data. The customer you sell to is the customer you support, onboard and invoice, and Dia, the AI assistant inside, knows all of it.

See the product tour

Most software companies run on six tools that have never met.

The CRM doesn't know who raised a ticket. The help desk doesn't know who's behind on an invoice. Onboarding lives in one tool, the roadmap in another, and the numbers in a spreadsheet somebody rebuilds every month. NodeVista puts all of it in one place, on one record, so every team starts from the same facts.

Follow one customer through the whole company.

Halden Analytics signs up in March. Here is every step of their first month, and every step happens in NodeVista.

  1. Deals

    The deal is won

    A demo, two calls and a pipeline review later, the deal moves to Won.

  2. Proposals

    The proposal is signed

    Dia drafted it from the call notes. Jonas accepted it online, and the contract filed itself.

  3. Subscriptions

    The subscription starts

    Growth plan, annual, 45 seats, the referral discount for the first year.

  4. Invoicing

    The invoice is paid

    INV-0142 goes out on the right day and is marked paid when the transfer lands.

  5. Product tours

    The team is onboarded

    A tour and a checklist inside Halden's own app walk each new user to value.

  6. Support

    A question is answered

    The AI agent answers in the widget, and the account manager sees it on the record.

Sales

From first form to signed proposal, without leaving the record.

Companies, contacts and deals share one timeline of calls, emails and meetings. When a deal is ready, Dia writes the proposal from what was actually said.

  • Directory and deals. Every company, contact and pipeline, with the full history.
  • AI-written proposals. Drafted from call notes, priced from your catalogue, accepted online.
  • Lead forms. Build a form from your CRM fields and embed it on any website.
  • Booking pages and meeting notes. People book time; a notetaker joins and summarises the call.

Support and engagement

Help customers inside your own app, before they have to ask.

One snippet puts a support widget in your product. Customers chat, find answers and get walked through what's new, and your team sees who they are and what they pay.

  • Tickets and live chat. One inbox for every conversation, with internal notes.
  • AI agents. Answer from your knowledge base, hand over to a person when needed.
  • Tours, checklists and tooltips. Onboard new users where they work.
  • Surveys, banners and emails. Ask, announce and follow up, aimed at the right people.

Product

Decide what to build from what customers actually do.

Ideas, requests and usage sit next to each other. Ship behind a flag, announce it in the widget, and watch it land.

  • Roadmap and releases. Plan, build and publish what's new, with customer votes.
  • Product analytics. Trends, funnels, retention and paths from your own app.
  • Feature flags. Switch features on for some people, workspaces or plans.

Finance

Price it, bill it and see where the money goes.

A catalogue modelled on Stripe, subscriptions that invoice themselves, payments against every invoice, and expenses in any currency, all set against the budget.

  • Items and pricing. Per unit, package, tiered or flat, monthly or yearly.
  • Subscriptions and invoicing. Numbered invoices, payments and refunds.
  • Expenses. Vendors, categories and receipts, converted at the day's rate.
  • Budgets. By month, quarter or year, against a chart of accounts.

Ask Dia anything about your company.

Dia is the AI assistant in NodeVista's search. It reads across every module you can see, answers in plain words, draws the chart, and prepares the change for you to confirm.

And the everyday things every team needs.

A shared calendar with booking pages · a meeting notetaker that writes the summary · team chat · tasks · a knowledge base · drive · dashboards built from any data · diagrams · email campaigns · a social planner · competitor tracking.

Built to be yours.

Your domain, your brand
Open NodeVista on your own address, with your logo and colour on every screen and email.
Your data, kept apart
Every organisation has its own database schema. Access is set per person and per module.
On every device
In the browser, as a desktop app for macOS and Windows, and on iPhone and Android.
Shaped like Stripe
Prices, subscriptions, invoices and payments follow Stripe's model. A Stripe connection is on the way.

Questions, answered plainly.

What is NodeVista?

NodeVista is an all-in-one platform for software companies. It brings sales (CRM, deals, proposals), customer support and in-app engagement (tickets, a support widget, AI agents, product tours, surveys), product management (roadmap, releases, analytics, feature flags) and finance (pricing, subscriptions, invoicing, payments, expenses, budgets) into one system that shares one set of data.

Who is it for?

Founders and teams at software (SaaS) companies whose customers log in to an app they build, and who are tired of stitching together a separate CRM, help desk, onboarding tool, analytics tool and billing system.

Which tools can it replace?

A CRM and proposal tool, a help desk with live chat, an in-app onboarding and product-tour tool, a roadmap and changelog, product analytics and feature flags, invoicing and subscription management, expense tracking and budgeting spreadsheets, a booking-page tool and a meeting notetaker.

What is Dia?

Dia is the AI assistant built into NodeVista's search. It can find records, answer questions across every module, draw charts and tables, take you to the right screen, and prepare changes for you to confirm.

Does it work with Stripe?

Items, prices, subscriptions, invoices and payments are modelled on Stripe's, including tiered, package and per-unit pricing. A Stripe connection that keeps subscriptions, invoices and payments in sync is on the way; until then NodeVista runs subscriptions and invoicing itself.

Can we use our own domain and branding?

Yes. Open NodeVista on your own domain, give booking pages and proposals a separate customer-facing domain, and set your own logo and colour across the portal and every email it sends.

Is our data kept separate from other companies?

Yes. Every organisation's data lives in its own database schema, and access inside it is set per person and per module.

Are there desktop and mobile apps?

Yes. NodeVista runs in the browser, as a desktop app for macOS and Windows, and as a phone app for iOS and Android.