Turn what you know into what you earn.
Numidia finds the opportunities hiding in your business data, shows you where to focus, and gives you the power to launch campaigns and turn those opportunities into revenue.
From insight to action to growth — all in one place.
7-day free trial on every plan · Cancel before it ends and pay nothing
Four tools that never talk to each other. Or one that does.
Most teams run their numbers, customers, campaigns and work in separate products, and spend their week moving data between them. Numidia is built as one system from the start.
Dashboards
Customers & deals
Campaigns
Tasks & sprints
Decisions
How Numidia works
One loop, not four apps.
Analytics, CRM, Campaigns and Tasks each produce data. In Numidia they share it — so what you learn in one place becomes what you do in the next, and the result comes back to inform the decision after that.
Everything in one model
Customers, deals, campaign results, files you import and the work your team does — stored together, not synced between five vendors.
Understand it
Dashboards and AI read across all of it, so a question about revenue can include the campaigns and the pipeline behind it.
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.
Measure what happened
Results land back on the same records, so the next dashboard and the next decision start from what actually worked.
Everything a customer business runs on.
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.
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.
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.
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.
AI, built in
AI that works across the business, not inside one tab.
Because every pillar shares one data model, Numidia's AI can read a meeting, draft the plan, build the chart and work the CRM — on your real data, with your team in the loop.
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.
Work on your data where it lives.
Numidia connects to the systems you already run, reads the data it creates itself, and takes files when that is all you have. However it arrives, it lands in one model the whole platform shares.
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.
Your customers' data, kept apart and kept safe.
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.
Where Numidia is going
A platform that notices, decides and acts with you.
Today Numidia connects your data, your customers, your campaigns and your work. Next, it starts closing the loop on its own. These are on our roadmap — not in the product yet.
On the roadmap
SMS & WhatsApp
More channels for the same campaign: one campaign, one audience, several ways to reach it.
On the roadmap
Signals & alerts
Numidia watches your numbers and tells you when something changes — then proposes the task or campaign that answers it.
On the roadmap
Deeper automation
Rules that move work forward across CRM, campaigns and tasks without anyone pressing a button.
Every module on every plan.
Plans start at $79/month and differ by seats and volume — not by which modules you can use.
What is Numidia?
Numidia is one workspace for analytics, CRM, email campaigns and team tasks, with AI built in. Because all four share the same data, a dashboard, a customer record, a campaign and a task can all point at the same thing — so you can go from noticing something to acting on it without switching tools.
Who is Numidia for?
Small and mid-sized teams that sell, market and deliver — agencies, B2B service firms, sales-led startups and operators who are tired of paying for and stitching together a separate CRM, BI tool, email platform and project tracker.
Do I have to move everything over at once?
No. Most teams start by connecting their existing CRM (or uploading a file) and building a first dashboard, then add campaigns and planning as they go. Everything that comes in goes through the same review step, so nothing lands in your CRM until you confirm it. Enterprise teams can also query their own PostgreSQL database live, without copying it.
How is my data protected?
Numidia is SOC 2 compliant. Each customer's data is kept in its own isolated database schema with row-level security, access is controlled by roles with multi-factor authentication, and data is encrypted in transit and at rest.
See your business in one place.
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.