Nuvio One combines CRM, scheduling, invoicing, bookkeeping, client portal, support tickets, and AI-powered self-service into one platform built for small clinics, agencies, and service businesses — so you never need a second tool.
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.
Give every client their own branded portal at your-brand.nuvioone.com — they log in, view projects, download files, and submit tickets without ever seeing the Nuvio brand.
Track income and expenses without leaving Nuvio One. Invoice payments are automatically recorded. Export to QuickBooks or Xero whenever you need your accountant involved.
Manage client projects from start to finish. Attach files directly to projects, contacts, or tickets — shared securely with clients through the portal.
See who is available, what your team is working on, and whether you have capacity for new work — before you commit.
The next layer of intelligence for Nuvio One — join the waitlist to be first in line.
Small businesses spend hours navigating compliance — HR policies, local regulations, contract requirements, and document gaps. Nuvio Comply gives you an AI assistant that already knows your business: your location, industry, team size, and existing documents. Ask it plain-English questions and get answers that are specific to your situation, not generic advice.
A natural voice interface for your business — staff can speak queries, customers can call in and have real conversations, and everything is captured, logged, and connected to the right records automatically.
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.
From live business alerts to exportable reports and a full year-in-review — everything you need to understand and act on your data.
Automate your entire client onboarding flow — from deal won to fully active client — without a single manual step.
Turn a deal into a polished, branded proposal in seconds. AI drafts the scope, pricing, and terms from your existing deal data — you review and send.
Ask and act with AI. Query real-time data, manage tickets, and automate daily workflows— from checking invoices to assigning tasks or initiating new projects.
Stop guessing whether your team can take on new work. Nuvio One gives you a live view of who is allocated, who has availability, and where the risk is — all in one place.
Define each team member's weekly hours. Nuvio One tracks what they're allocated against what's available in real time.
Assign people to client projects with hours per week and a date range. Get an instant warning if someone is overloaded.
Team members log time against projects. When the work is done, generate a client invoice from logged hours in one click — no double entry.
Before saying yes to a new client, check the capacity view. See exactly who has availability and when — so you never over-promise again.
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 with the core platform, then add the modules your business actually needs. Every plan includes CRM, contacts, scheduling, invoicing, helpdesk, and client portal.
Add only what your business needs. Available on Starter and Professional plans.
All prices shown per month, billed annually. Monthly billing available at a small premium. · Contact us for custom Enterprise pricing.
Still unsure? Reach out and we'll help you figure out if Nuvio One is the right fit for your business.
Contact usYes — every workspace gets a branded client portal at your-brand.nuvioone.com. You control which contacts can access it. Once enabled, clients log in with their email, see their projects, download shared documents, and can submit support tickets. The portal shows your workspace name and styling — clients never see the Nuvio brand unless you want them to. For onboarding, clients use the direct link you send them.
No — and it's not designed to. Nuvio One's bookkeeping module handles the day-to-day: logging income and expenses, categorising transactions, tracking P&L by month, and auto-recording invoice payments. When it's time for tax filing or year-end review, you export a QuickBooks-compatible CSV and hand it to your accountant or import it into your accounting software. Think of it as the layer between your operations and your accountant — so you're not manually reconciling invoices at year end.
The 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.
The Resource Planner gives business owners a clear view of their team's capacity — who is available, what each person is currently allocated to, and whether you have the bandwidth to take on a new client or project. You can assign team members to projects with hours per week and date ranges, log billable hours against those projects, and generate invoices directly from the time tracked. It is designed for small service businesses — not a full project management tool, just enough visibility to make confident resourcing decisions. Coming in Version 2.
CRM, client portal, invoicing, bookkeeping, helpdesk, knowledge base, and AI — all in one tool built for small and mid-size businesses. No hidden add-ons. Free to start.
No credit card required · Set up in under 30 minutes · Cancel anytime