One customer record. Every conversation connected.
Numa helps keep the customer journey up to date as conversations, quotes, bookings and invoices happen — while your team stays in control.
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Instead of manually updating every customer record, Numa uses meaningful interactions and business events to help keep the customer journey up to date — while your team can still take control and change anything when needed.
See the complete customer journey
Manage customers visually with Kanban
Each customer appears as a card with their name, lead score, service, opportunity value, stage and next action. Drag a card from one stage to another and Numa records the change and updates the customer's timeline. Manual control is always available.
Let Numa update the pipeline automatically
Automation keeps the CRM moving. Your team remains in control.
Know which opportunities deserve attention
Not everyone who contacts your business is a lead — they might be an existing customer, a supplier, a partner or a general enquiry. Numa considers the available context before assigning a score.
🔥 Hot — 82
Strong buying signals and meaningful sales intent.
🟠 Warm — 61
Potential opportunity, but more information or engagement is needed.
🔵 Cold — 24
Limited buying signals or low immediate intent.
See why a lead received its score
🔥 Hot — 82
Requested pricing
Provided requirements
Requested a quote
Confirmed timeframe
Asked about payment
Numa assessment: Strong purchase intent.
Kanban + Lead Scoring + Customer Context
Kanban
Shows where the customer is in the sales journey.
Lead Score
Shows how strong the current opportunity appears to be.
Customer Record
Shows the history and context behind the relationship.
Sarah Williams 🔥 Hot — 82
Stage: Quote Sent
Service: Website Development
Opportunity: R35,000
Last activity: 2 days ago
Next action: Follow up
Better CRM. Better customer experience. Better retention.
When your team understands the customer before responding, customers get relevant responses, faster assistance and consistent communication — and that builds retention.
Frequently Asked Questions
Do I have to manually move every card?
No. Numa can use meaningful business events — a genuine enquiry, buying intent, a quote sent, an invoice issued, a payment received — to move the pipeline automatically. Your team can still move, edit or override any stage.
How is the lead score calculated?
Numa considers the available conversation and business context before assigning a score, and can show the signals behind it — like requested pricing, provided requirements, or asked about payment — so it's decision support, not a mystery number.
Does everyone who contacts us get scored as a lead?
No. Numa can recognise when a contact is an existing customer, a support enquiry, a supplier, a partner, or a general enquiry — not every contact is a sales opportunity.
What does a customer record actually contain?
Contact and company details, conversations across website, WhatsApp and email, lead status and score, notes, quotes, invoices, payments, bookings, previous interactions and follow-up activity — in one place.