noCRM.io product overview
noCRM.io is a lead management software that focuses on making the sales process easier and more effective from prospecting to closing. It provides a dedicated prospecting section enabling teams to concentrate on rapidly contacting and qualifying their cold prospects.
As the name suggests, noCRM.io has a different design from traditional CRMs. The software offers no compulsory fields on any contact records, so salespeople can decide on the information they want to record. Users can add contacts by scanning business cards, website forms, importing lists, or clipping from LinkedIn via the dedicated widget. noCRM.io maintains this sales pipeline and ensures the system contains only qualified leads with a high probability of conversion.
noCRM’s dashboard lists all the tasks for each day, allowing sales teams to stay on top of their priorities. It has an activity loop feature that requires the assignment of the next action, preventing dormant leads or prospects. Sales teams can collaborate on the platform by commenting or assigning others to specific leads. The software empowers users to give advice, take over prospects, and keep up with their progress.
Pros of noCRM.io
- noCRM.io treats prospects and leads separately. It doesn’t require data to complete contact records.
- The software comes with a simple setup and a user-friendly interface.
Cons of noCRM.io
- noCRM.io offers a basic client folder feature but is not optimized to track and manage leads once they have been converted into clients.
Breakdown of core features
Prospecting and sales process
noCRM.io delivers a dedicated prospecting section for cold prospects and a visual sales pipeline for qualified leads. The steps in the sales pipeline are customizable to various sales processes. The software also provides different views, including the Kanban Pipeline View that presents details on where leads are in the sales process, the Extended View that shows a to-do list of outstanding tasks, and the Compact View that enables users to customize the displayed information.
The software uses a drag-and-drop functionality for moving leads through each stage in the sales process. The system rapidly updates the status using preset actions and outcomes created by an account admin.
noCRM’s dashboard introduces a news feed of action updates from other team members so each salesperson can stay in the loop of the latest activity. Team members can comment on lead cards and @mention other team members to ask questions.
Sales managers can create email templates for the whole team to ensure coherent messaging and access all related conversation history, emails sent, or calls made using the VoIP integration. noCRM.io lets managers analyze pitch quality and leave comments directly on the cards.
Reporting and statistics
noCRM.io makes the statistics and sales activity for each individual, the whole team, and the entire company accessible. Managers can check details on each team member, such as the number of sales actions undertaken, deals won, or the revenue generated. A revenue report shows an overview of the sales generated by the whole team to make sure that the company is on track to meet its sales goals.
(Last updated on 08/24/2021 by Liz Laurente-Ticong)