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Four pillars. One connected system.

Analytics, CRM, Campaigns and Tasks are built on the same data and the same AI layer. Here is what each one does — and how they work together.

Analytics

See what is happening — across every part of the business.

Dashboards, charts and reports that read the same records your team works in. No exports, no stale copies.

  • Dashboards on live data. Build them on your CRM, your campaigns, connected sources and your own database — all in one place.
  • Ask in plain English. Describe the chart you want and AI builds it. Open the SQL editor when you want full control.
  • Share the answer. Send a dashboard by public link or email it to anyone, on demand.
  • Dashboard builder
  • Charts and tables
  • AI chart builder
  • SQL editor and schema browser
  • Saved queries and reports
  • Email a report as CSV
  • Public share links
  • Live PostgreSQL query (Enterprise)
CRM

One record of every customer, kept clean on the way in.

Contacts, companies and deals with custom fields and saved views — and an import engine that checks for duplicates before anything is written.

  • Shape it to your business. Custom fields, tags and saved views for contacts, companies and deals.
  • Connect or bring your data in. Connect your existing CRM, or upload CSV, Excel, a web page or a meeting transcript. You confirm the mapping; Numidia flags duplicates before it commits.
  • Connected, not siloed. Every record is the same one your campaigns send to, your dashboards count and your tasks reference.
  • Contacts, companies and deals
  • Custom fields and tags
  • Saved, customizable views
  • Staged imports you confirm
  • Exact and likely duplicate detection
  • Connect your existing CRM
  • Web-page import
  • Same validation for manual entry
Campaigns

Campaigns that start from your CRM, not a spreadsheet export.

Build an audience from live customer data, design the email, send it from your own domain and see exactly what happened.

  • Audiences from real data. Segment straight from CRM records — no list uploads that go stale the day after.
  • Your brand, your domain. Templates, a media library and your business context, sent from a domain you verify.
  • Every send accounted for. Deliveries, clicks and bounces tracked per send and per campaign.
  • Audiences from CRM segments
  • Email templates
  • Media library
  • Business context for consistent copy
  • Test sends
  • Verified custom sending domain
  • Link tracking
  • Per-send event history
Tasks & Planning

Turn decisions into owned, scheduled work.

Boards, lists and calendars with epics, sprints and subtasks — plus Planning Sessions that turn a meeting into a plan while it is still happening.

  • Plan the way you work. Board, list and calendar views. Epics, stories, subtasks, sprints and file attachments.
  • Meetings that produce work. Planning Sessions record and transcribe, pull out action items live, and turn them into assigned tasks.
  • Import the call you already had. Drop in a Zoom or Teams transcript (.vtt, .srt or .txt) and get tasks — and new CRM contacts — from it.
  • Board, list and calendar views
  • Epics, stories and subtasks
  • Sprint planning
  • File attachments
  • Live dictation and action items
  • Session templates: kickoff, weekly, retro
  • Dot voting and retro boards
  • Session → epic, stories and sprints
AI

An AI layer that sees the whole business.

Numidia's AI is not a chat window bolted onto one screen. It reads across your analytics, CRM, campaigns and tasks — so it can turn a meeting into a sprint, or a question into a chart, on your real data. AI usage is metered in credits included with every plan.

1 · The meeting
Maya: Northwind wants the pricing deck by Friday.Jordan: I'll draft the Q4 onboarding email this week.Priya: Churn looked off — I'll rebuild that dashboard.
2 · AI pulls out the actions
Send pricing deck to NorthwindMaya · due Friday
Draft Q4 onboarding emailJordan · this week
Rebuild churn dashboardPriya
3 · Owned, scheduled work
3 tasks added to Sprint 14Assigned, with due dates
New contacts staged for the CRMReviewed before they are added
Summary saved to the sessionDecisions and next steps

Builds charts

Describe the question; get the chart, on your real data.

Drafts the plan

Generates epics, stories and sprint plans from a goal or a meeting.

Captures action items

Listens in Planning Sessions and lists who owes what, as it is said.

Summarizes

Condenses a long session or transcript into decisions and next steps.

Suggests owners

Recommends assignees for new work based on your team.

Works your CRM

An assistant that answers questions about your customer records.

Connect data

Connect to your data — or bring it in.

Query your own database live, link the apps you already use, or upload a file. Anything that is written into your CRM takes the same careful path: staged, mapped by you, validated and checked for duplicates first.

PostgreSQL (live)Existing CRMsCSVExcel (XLSX)Web pagesMeeting transcripts

Connect your databaseEnterprise

Point Numidia at your own PostgreSQL and query it live. No copies, no nightly pipeline, no stale numbers.

Connect your apps

Sign in to your existing CRM and bring its records across through the same review step as everything else.

Connected by default

Your CRM, campaign results and team's work already live in Numidia. Every dashboard can read them the moment they change.

Upload when you need to

CSV, Excel, a web page or a meeting transcript. Staged, mapped by you and checked for duplicates before it lands.

How anything reaches your CRM

01

Stage

Rows land in a holding area, never straight in your CRM.

02

Map

You confirm which column becomes which field.

03

Validate

Each row is checked against the same rules as manual entry.

04

Resolve

Exact, likely and ambiguous duplicates are flagged before commit.

Security

Built so one customer can never see another.

SOC 2 compliant

Our controls are built and operated to SOC 2 standards.

Isolated by design

Every customer's data lives in its own database schema, with row-level security enforced at the database.

Access you control

Roles and permissions per teammate, plus multi-factor authentication.

Encrypted

Data is encrypted in transit and at rest.

The loop

How the pillars work together

1Data

Everything in one model

Customers, deals, campaign results, files you import and the work your team does — stored together, not synced between five vendors.

2Insight

Understand it

Dashboards and AI read across all of it, so a question about revenue can include the campaigns and the pipeline behind it.

3Action

Act on it in place

Send the campaign to the segment you just found. Turn the meeting about it into assigned tasks. No copy-paste between tools.

4Outcome

Measure what happened

Results land back on the same records, so the next dashboard and the next decision start from what actually worked.

Every pillar is on every plan — see pricing

Put the whole business on one platform.

Start a 7-day free trial on any plan, or talk to us about what you're running today and we'll show you how it fits.

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