# NodeVista

> NodeVista is an all-in-one platform for software (SaaS) companies. It brings sales, customer support and in-app engagement, product management and finance into one system that shares one set of data, with an AI assistant called Dia across all of it. It runs in the browser, as a desktop app (macOS, Windows) and as a phone app (iOS, Android).

NodeVista is built for founders and teams whose customers log in to an app they build, and who otherwise stitch together a separate CRM, help desk, onboarding tool, analytics tool and billing system. Because every module shares one record per customer, the company a team sells to is the same record it supports, onboards and invoices.

## What it includes

- Sales: companies, contacts and deal pipelines with a shared activity timeline; AI-written proposals accepted online, which become contracts; lead forms that embed on any website and create companies and contacts in the CRM; booking pages; a meeting notetaker that summarises calls.
- Support and in-app engagement: support tickets and live chat through a widget embedded in the customer's own app; AI agents that answer from a knowledge base; product tours, checklists, tooltips, surveys, banners, info cards and targeted emails inside the customer's app; the widget can also run for anonymous visitors on a public website.
- Product: roadmap with customer votes, releases, product analytics (trends, funnels, retention, paths) and feature flags.
- Finance: items and prices modelled on Stripe (one-time or recurring; per unit, package, tiered graduated or volume, flat, customer-chooses; base fees and minimum quantities); discounts and tax rates; subscriptions that invoice themselves each period; invoicing with configurable numbering; payments and refunds; expenses with vendors, categories, payment methods and receipts in 30 currencies, converted to a base currency at the European Central Bank's rate for the day; budgets by month, quarter or year against a chart of accounts.
- Content (CMS): collections of structured content (blog posts, team, FAQ, site settings) with typed fields and repeating subforms, drafted and published, and read by any website or app as JSON through an API with public, preview and management keys.
- Everyday tools: shared calendar, team chat, tasks, knowledge base, drive, gallery, dashboards and charts built from any data, diagrams, social post planner, competitor tracking.
- Dia: the AI assistant in NodeVista's search. It finds records, answers questions across every module the person can access, draws charts and tables, and prepares changes for the person to confirm.
- Platform: each customer business is its own organisation with a separate database schema, its own domain (and a separate customer-facing domain for booking pages and proposals), its own logo and colour across the portal and its emails, and access set per person and per module.

## Facts

- Website: https://www.nodevista.com/
- Availability: early access.
- Stripe: pricing, subscriptions, invoices and payments follow Stripe's model; a Stripe connection that syncs them is planned and not yet available.
- NodeVista has an MCP server: an admin creates a URL that connects Claude, ChatGPT or Claude Code to their organisation, read only or read and write, acting with that member's permissions.
- Invoices are not yet emailed or produced as PDFs; they can be printed.

## Links

- [Website](https://www.nodevista.com/): product overview and questions
- [Full description for AI assistants](https://www.nodevista.com/llms-full.txt): every module in detail