nollejVault

An integrated Business Operating System — CRM, Project Management, Documents and Datasets, with analytics embedded.

See How Coaches Use It Request a Demo

One Place to Run Your Client Work, Projects, Documents and Data

nollejVault brings together CRM, project management, document management, and datasets in a single, lightweight Business Operating System.

Embed analytics directly into client records, automate workflows with DAZL, and power insights from nollejBase — all without heavy integrations.

Client & Contact Management
Track client relationships, notes, tasks, and documents. Flag contacts as clients and surface them across the platform.
Project Management
Simple, flexible projects with milestones, tasks, file attachments, and status tracking that connect to client records.
Document & Bookmark Library
Store Editor.js-created documents or bookmark external PDFs and Docs. Documents are associated with clients and projects for easy retrieval.
Datasets & Embedded Analytics
Attach datasets to clients and projects, embed **nollejBase** views, and show charts and tables directly in the Vault UI.

Works well for coaches, chambers, consultants, and small-to-mid-size businesses who need a unified place for client work and data-driven decisions.


Core Capabilities

Unified Contacts

All contacts live in one table with roles, tags, and client flags. Sync with external systems or keep it internal for privacy.

Project Cards

Projects show status, linked contacts, tasks, and documents in a single card for faster reviews and reporting.

Document Bookmarks

Bookmark external files or create internal Editor.js documents — each represented consistently in the Vault UI.

Data Attachments

Attach datasets to clients and projects, then surface insights from **nollejBase** without moving files around.

Workflow Automation

Use **DAZL** to orchestrate repetitive tasks — notifications, dataset refreshes, and report generation.

Role-Based Access

Fine-grained permissions for admins, coaches, analysts, and clients. Keep sensitive content private.


How Teams Use nollejVault

"nollejVault lets me centralize client notes, assessments, and reports. I can attach a dataset to a client and demo insights in minutes."

Business Coach

"Member records, event projects and funding documents are now in one place — reporting is painless."

Chamber Manager

"Attach cleansed tables from nollejBase directly to projects and have DAZL pipelines refresh them automatically."

Analytics Lead

Implementation & Consulting Schedule a Demo


FAQ

Does nollejVault store files?

By default, we recommend bookmarking external files (Google Drive, Dropbox) to keep storage light.

You can opt into file uploads for a small storage allocation.

How does it integrate with nollejBase and DAZL?

nollejVault links to datasets in nollejBase and runs DAZL pipelines for automation.

Workflows and reports are surfaced directly within Vault records.


HBG Consulting — helping organizations make better decisions with data.

© HBG Consulting