Nuvio One combines CRM, scheduling, invoicing, support tickets, and AI-powered self-service into one platform built for small clinics, real estate offices, and service businesses.
Whether you serve patients, clients, or tenants — Nuvio One adapts to how your business actually works.
Manage patients, appointments, visit notes, billing, and follow-up reminders. AI chatbot answers common patient questions before a ticket is raised.
Track clients, properties, showings, contracts, and commissions. Knowledge base keeps agents aligned on policies and procedures.
Manage clients, project files, invoices, and tickets — with an internal KB your team uses to stay consistent and a client-facing portal for self-service.
Any business serving individuals or organizations — reduce support load with self-service, keep teams informed with shared knowledge, and manage everything in one place.
Every feature works on day one. No configuration sprints, no consultant needed.
Manage individual customers and businesses. Link employees or members to their parent organization.
Book and track appointments, visits, and calls per customer — with automated reminders so nothing slips.
Create and send invoices from a customer's record. Track payment status and automate overdue reminders.
Attach files directly to customers, visits, or organizations — contracts, IDs, reports, always in context.
Built-in helpdesk for your team. Track, assign, and resolve — all tied to the customer record.
Never let a client or patient fall through the cracks. Set follow-up tasks on any contact.
Before a ticket is ever created, Nuvio One gives customers and staff the tools to find answers themselves — guided by AI and powered by your own knowledge base.
Via the chat widget on your website, the support portal, or the internal staff portal — the AI chatbot is the first point of contact.
The bot instantly searches your internal or external KB, surfaces relevant articles, and provides a clear, sourced answer — no agent needed.
If the answer is found, the conversation closes without creating a ticket. Your team's queue stays focused on issues that truly need human attention.
If AI can't resolve it, the customer can raise a ticket in one click — pre-filled with the conversation history, so the agent starts with full context, not from scratch.
Issue likely resolved. Based on similar questions, 84% of users found the answer in these articles. Still need help? I can raise a ticket for you.
Separate spaces for your team and your customers — each with the right content for the right audience.
Private knowledge base for your team — SOPs, onboarding docs, policies, training guides, and reference materials. Searchable and AI-assisted so staff find answers instantly.
Public-facing help center your customers can browse and search before contacting you. The AI chatbot draws on this same content to answer questions automatically.
Every call, visit, invoice, ticket, and note — in one chronological feed per customer.
Invite your team, assign roles, and control access. Perfect for front desk, agents, and admins.
Clear overview of your business — customers, appointments, invoices, tickets, and AI deflection stats.
No implementation project. Sign up, add your contacts, and your team can start working the same day.
Import from a spreadsheet or add individually. Create profiles for people and link employees to organizations.
Add your FAQs, policies, and how-to guides. The AI chatbot is powered by this content immediately.
Schedule visits, send invoices, attach files, and log interactions — all tied to each customer record.
The AI chatbot deflects routine questions. When tickets do come in, they arrive with full context so your team resolves them fast.
Start free. Stay simple. Scale when ready. Billed annually.
Still unsure? Reach out and we'll help you figure out if Nuvio One is the right fit for your business.
Contact usThe AI chatbot is the first point of contact for customers or staff with a question. It searches your Knowledge Base in real time and provides a sourced answer — without involving an agent. If it can't resolve the issue, it lets the user raise a ticket in one click, pre-filled with the conversation so your team has full context from the start. On average, well-maintained knowledge bases see 60–70% ticket deflection.
The Internal KB is private — only your team can access it. It's for SOPs, escalation guides, onboarding docs, and policies. The internal AI assistant uses it to help staff find answers without interrupting colleagues. The External KB is public-facing — it's the help center your customers see and search, and the content that powers the customer-facing AI chatbot.
All three — combined intentionally. Most small businesses use separate tools for customer records, support tickets, and internal documentation. The result is data scattered across systems with no clear picture of any customer. Nuvio One connects them: every ticket, appointment, invoice, and KB interaction is tied to the same customer record.
Yes. You can add individual contacts (patients, clients, tenants) and business organizations. Employees or members can be linked to their organization, and all activity at both levels — tickets, invoices, interactions — is visible in a unified timeline.
Less than you'd think. Start with your top 10 most common customer questions and your 5 most-used internal SOPs. Even a small KB meaningfully reduces tickets. Articles use a simple rich-text editor — no coding, no formatting expertise required. You can also import from existing documents and build the KB incrementally over time.
You can export all contacts, tickets, invoices, KB articles, and files at any time (CSV, JSON, PDF). After cancellation, your data is retained securely for 30 days before permanent deletion. No long-term contracts — cancel anytime on Starter or Business plans.
CRM, helpdesk, knowledge base, and AI — all in one tool built for small and mid-size businesses. Free to start.
No credit card required · Set up in under 30 minutes · Cancel anytime