Customer management
Accounts and relationships structured the way your business works.
CRM · BUILT FOR YOUR BUSINESS
Customers, contacts, leads, opportunities, pipeline and sales processes in one workspace: structured for how your team sells and serves, with industry extensions when your model needs more.
Spreadsheets, inboxes and disconnected tools make it hard to see the full picture.
Follow-ups slip, pipelines stay hidden and leaders cannot coach from facts.
Nortiq CRM gives sales and service teams one workspace for the relationship: from first touch to closed business.
Core capabilities teams configure on day one: adaptable across industries.
Accounts and relationships structured the way your business works.
People tied to the right customer with roles and history.
Capture interest early and route it without losing context.
Deals with value, stage and ownership everyone can see.
A shared view of what is moving, stuck or ready to close.
Insight into activity and outcomes: not another export chore.
Fields and workflows that reflect your model, not a generic template.
Customer 360 and pipeline in the same workspace your team would use every day.
Insurance
Driver brings together the quotes recorded for a customer and lays the options side by side, so you can compare terms and record the option the customer chose.
Sofia Martinez
Quote comparison
Illustrative example. Brands are shown only to demonstrate the comparison flow. Quotes represent information managed in Nortiq and do not imply a partnership, integration or live insurer connection.
Compare the customer's alternatives in a single view and keep the decision inside the same sales process.
Driver doesn't stop at showing options: it carries the process through to recording the decision and creating the policy.
Driver · insurance capability