Referrals & CRM
The CRM behind every referral on Novela.
Venues refer preferred vendors through a branded portal. Vendors refer each other for jobs outside their specialty. Every referral, every booking outcome, and every commission is attributed and tracked automatically — Novela is the lightweight pipeline behind your referral business, whether or not you ever touch it directly.
Connect Your CRMAutomatic attribution
Every referral is linked to the referring vendor or venue the moment a couple engages — no manual tagging required.
Tracked commission
Booking outcomes and commission on referral-sourced business are calculated and reported automatically to everyone involved.
Zero spreadsheets
No one in the network has to remember to log a referral, chase a payout, or reconcile who sent what — Novela does it for you.
Keep the tools you already use
Four steps. Then nothing changes.
Novela connects to your CRM — it never replaces it. Supported platforms: HoneyBook, Dubsado, Tripleseat, 17hats, and Aisle Planner. Typical activation time is about 48 hours.
Step 1
Connect your CRM
Securely link HoneyBook, Dubsado, or another supported CRM in a few clicks.
Step 2
Receive Novela leads
New Novela inquiries are delivered straight into your existing workflow.
Step 3
Keep working normally
Send proposals, contracts, questionnaires, and invoices exactly as you do today.
Step 4
Novela tracks bookings
Booking outcomes and attribution are tracked automatically for Novela-sourced leads.
What Novela can access
Novela-generated inquiries, booking status, booking amount, and CRM connection information.
What Novela cannot do
Modify your workflows, send messages on your behalf, change your contracts or invoices, access unrelated clients, or make changes inside your CRM.