--- title: "NovaTek AI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about NovaTek AI Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10265750/NovaTek-AI/" page_type: "product" language: "en" publication_date: "2026-10-07" --- # NovaTek AI Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) NovaTek AI ## What is NovaTek AI? NovaTek AI is a business management app for small businesses and independent professionals. Manage customers with a CRM that tracks leads, pipelines and interaction history, then send quotes and invoices with payment links from the same place. Record expenses and see financial and accounting reports without switching tools. AI-assisted follow-ups help you prepare messages, document requests and reminders in each customer's preferred language, and the Business Guardian brief brings deadlines, unpaid invoices, renewals and priorities into one view. The app works in English, French, Haitian Creole and Spanish on phone and desktop browsers, and supported records keep working offline and sync when the connection returns. Industry setups are ready for tax preparation, non-lawyer immigration services, construction, beauty salons, transportation, education, lawn care, electricians, mechanics and grocery stores. Try the demo with sample data or start a 7-day free trial with no card required. ## What is NovaTek AI used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for NovaTek AI?[Manage this product listing](https://www.g2.com/products/novatek-ai/claim_requests/new?auto=true) ## FAQs about NovaTek AI Overview ### What company size and specific industries is NovaTek AI built for? NovaTek AI is designed for small businesses and independent professionals with 1 to 50 people, especially multilingual and immigrant-owned companies. It fits service firms and businesses in tax preparation, construction, beauty, transportation, and retail. Features and Usability ### What are the key features of NovaTek AI? NovaTek AI offers AI Copilot, AI text generation, generative AI, and autonomous task execution for content and workflow support. It also includes CRM, lead management, sales pipeline management, workflow automation, reporting and analytics, plus calendar management, email templates, and third-party integrations. Getting Started and Support ### What training and onboarding options does NovaTek AI offer? NovaTek AI provides videos for training and onboarding support. Videos can give teams a self-paced way to review product basics, follow feature walkthroughs, and revisit instructions as needed during setup and early use. Getting Started and Support ### What customer support options does NovaTek AI offer? NovaTek AI provides Email/Help Desk, FAQ/Forum, and Phone Support. These channels give users multiple ways to seek help, though no reviewer feedback is available here to describe response speed, helpfulness, or common support frustrations. ## Features Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Adaptive Learning Intuitive interface and user-friendly design which seamlessly integrate with existing workflows AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users AI Text Generation Allows users to generate text based on a text prompt. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges NovaTek AI 141 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Text Generation: Allows users to generate text based on a text prompt. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Autonomous Task Execution: Completes tasks independently without constant human intervention - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Brand Tracking: Monitor social media posts or web that mention a particular brand - Breadth of Partner Applications: To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Features: Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Cross-system Integration: Works across multiple software systems or databases - Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Decision Making: Makes informed choices based on available data and objectives - Desktop Integration: Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. - Document & Content Mgmt.: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Gamification: Games or game-like elements to track progress and reward accomplishments - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing ROI Analytics: Enables analysis of effectiveness of an organizations various marketing activities - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Social Integration: Integrate with more than one social media network - Multi-step Planning: Ability to break down and plan multi-step processes - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. - Partner Relationship Mgmt. (PRM): Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Sandbox / Test Environments: Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Single Sign On: Allow users to access multiple services after entering their login credentials once - Social Collaboration Features: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Social Network Integration: Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. - Social Promotion: Market event via social media tools - Softphone: Use your computer as a phone device to make calls over the internet - Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial NovaTek AI Contact for pricing It includes: - 7-day free trial, no card required Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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