noCRM.io: Streamlined Sales with Effortless Onboarding

An Overview of noCRM.io

noCRM.io is a lead management software provider founded in 2014 by Sunny Paris and Güven Urganci in Paris, France, and headquartered in California. They have designed their CRM solution to specifically cater to small and medium-sized businesses whose sales teams range from one to 100 members. 

They have established a specialized position for themselves by prioritizing a streamlined approach to lead management, as opposed to traditional CRM systems. The company's goal is to assist sales teams in efficiently closing deals by minimizing the time spent on data entry and management. Currently, they cater to over 11,000 salespeople, managers, and CEOs across 80+ countries.

They distinguish themselves with their action-based approach to lead management, emphasizing the sales process over data collection. Their software enables users to easily create leads from various sources, including LinkedIn and business cards, and allows them to start working on these leads immediately. A few key features include a user-friendly interface, simplified onboarding process, consistent follow-ups, sales pipeline, and centralized lead management. Additionally, their software is highly customizable, offering thousands of Zapier app integrations, allowing users to tailor it to their specific needs. 

As for user security, they help you control the security of your data by allowing you to set up two-factor authentication. For teams, they give admins more control with activity tracking, session management, sensitive action logs, and the ability to create deletion and data export restrictions. However, they may not offer sophisticated user roles and permissions. 

The company has earned a solid reputation in the industry for their streamlined approach to lead management and user-friendly interface. The company was recognized as a Software Advice FrontRunner in 2022 and is highly recommended by G2. However, noCRM is not currently accredited by the Better Business Bureau (BBB).

Features & Services of noCRM.io

The company offers a set of tools designed to streamline lead management, enhance sales productivity, and improve overall sales performance. Below is an overview of the key features and services provided by them:

• All-in-one interface: They give sales teams an intuitive, easy-to-adopt CRM solution that requires minimal training, and boasts a simplified onboarding process. This can save your team the much-needed time that otherwise would be spent on complicated training sessions
• Sales pipeline management: You can efficiently manage leads and gain a 360° view of your sales process with their tailored sales pipeline. The customized pipelines give you the option to add custom steps, visualize your sales cycle for strategic decision-making, and easily identify priority deals and focus areas
• Lead management: Their software allows you to gather leads from multiple sources, including automatic import leads from web forms, LinkedIn, emails, business cards, and more. This will help you save time with built-in lead capture, prioritize lead nurturing, and close deals
• Task management: Using their task management system, you can set a checklist of tasks to complete after closing a deal, assign tasks to team members with synced calendar reminders, and ensure a smooth transition from sales to long-term customers
• Integrated email management: This feature helps with your lead communication and productivity, allowing you to send, schedule, and receive emails directly within the platform. You can also track email performance through clicks, opens, and replies and create, share, and optimize customizable email templates
• Built-in prospecting lists: You can leverage their built-in prospecting lists to transform cold prospects into active leads, fueling your sales pipeline. You can import prospecting lists from Excel or CSV files, qualify prospects with one-click phone or email outreach, turn qualified prospects into leads, and assign them to the right team member
• Sales script generator: Using the sales script generator, you have the option to choose from existing templates or create custom scripts in order to ensure consistent call structure, enhanced lead qualification, and automatic saving of all client information
• Team activity and collaboration tracker: You can create teams for efficient collaboration and control customized access, oversee team activities in real-time, and track members’ performance. You can also set smart, customizable sales goals for both individuals and teams. You would have to define short- and long-term targets and simply monitor progress
• Analytics and reporting: This feature allows you to monitor team achievements and crucial sales metrics, as well as identify pipeline leaks. The future revenues will be visualized to help you refine processes with sales forecasting reports
• Third-party integrations: The lead management software integrates over 5,000 different tools, from emailing and cloud phone services to invoicing tools, including the following third-party applications: Microsoft Outlook, Aircall, Dropbox Business, Zapier, Trello, Wave, Asana, and much more
• Mobile app: You can manage your account through their mobile app, where you can add, manage, track, and close deals from your phone, even offline. You can also sync data from Android and iOS to the desktop app
• Automated follow-ups: With their custom sales activities and automated status loops, you can plan calls, meetings, emails, demos, and synchronize reminders with your calendar, and easily log activity outcomes
• Integrated quotes and invoices: They also make it easier for you to manage your sales documentation with integrated and customizable quotes and invoices. You can create and download professional branded quotes and invoices, monitor the status of quotes and invoices with dashboards, and set up lead status automation according to invoice status
• Custom lead actions: You can add custom quick-access actions to your lead menus to increase productivity, generate pre-filled WhatsApp and SMS messages, or rapidly locate contacts on Google Maps. They offer a wide range of pre-made plug-and-play templates to create custom lead actions using variables to personalize each interaction

They also offer a variety of helpful and educational resources:

• Webinars: Those include onboarding webinars on how to use their CRM to improve sales and prospecting, as well as sales webinars and masterclasses to enhance your sales process and closing
• Onboarding guides: They provide admin, user, and premium onboarding guides that include materials from their certified partners and lead generation agencies such as Get More Academy, SalesNash, and Pearl Lemon
• Help center: You can get help from their starter’s article guides that cover topics such as  getting started as an admin or as a user, account setup, user settings, and email management
• Video center: They provide their clients with short videos to teach them how to properly manage a sales team using noCRM, including videos on their process, statistics, and teamwork
• Sales Academy: This resource is designed to help sales individuals and teams organize their sales and daily activities, as well as follow up on business activities and much more
• Blogs and sales expert directory: These cover broader sales-related topics like negotiation and closing deals, prospecting and qualifying, and sales enablement
• The no-code academy and no-code community: These pages are dedicated to the tools and resources used in the no-code approach, designed to help build complete and ideal sales solutions without requiring any technical skills or a developer. They also include lists of leading contacts, communities, and resources specializing in no-code from around the world

Plans & Prices at noCRM.io

Their plans can be divided into plans for individual users and teams. The pricing structure is straightforward, with options to pay monthly or annually for discounted rates. Below is a summary of what each includes:

• Individual or Solopreneur plan: This plan is priced at $23 per month with annual billing, or $29 per month on a month-to-month basis. This plan is ideal for a single user or ‘solopreneur’ just starting out with CRM software. It includes lead management, as well as lead creation from business cards, emails, and forms. It also includes lead prioritization, customizable sales pipelines, and sales funnel reports. Additionally, it offers cold prospect management, calendar synchronization, and revenue forecasting. You would have access to customizable email templates and signatures, along with template performance tracking. Support is available through standard email and chat
• Sales Essentials plan: This plan is designed for small teams needing essential CRM functionalities, and is priced at $21 per user per month with annual billing, or $25 per user per month if billed monthly. It includes all features from the Solopreneur plan along with task management, sales activity tracking, team creation, and pipeline performance reports. As with the individual plan, standard support is provided via email and chat
• Dream Team plan: This is ideal for larger teams needing comprehensive CRM tools, and is available at $29 per user per month with annual billing or $36 per user per month if billed monthly. This plan includes all features from the Solopreneur and Sales Essentials plans, plus advanced capabilities such as team creation, sales goals tracking, and team reporting. You also benefit from session management and VIP support via phone, live chat, and email. Additional features include customizable email templates, performance tracking, and email signatures, ensuring efficient lead management, calendar synchronization, revenue forecasting, and sales activity tracking, making it a robust solution for growing sales teams

All plans come with a 15-day free trial, which can be extended to 30 days if you input your payment information. Additional fees may apply for certain integrations and premium support services. They allow you to tailor the CRM to your specific needs, with over 5,000 automations available via Zapier, ensuring a seamless fit with your existing workflows.

Close More Deals, Faster—Try noCRM Now!

Advantages & Disadvantages of noCRM.io

When evaluating a CRM solution, it’s essential to consider both the benefits and potential drawbacks to determine if it aligns with your business needs. Here, we outline the key advantages and disadvantages of using this particular CRM. 

Advantages

• Easy-to-setup interface: Their platform's intuitive interface and straightforward setup process enable you to get started quickly without extensive training. This ease of use is particularly beneficial for small businesses or individual users who need to deploy a CRM system rapidly and with minimal hassle
• Free 15-day trial: This period allows you to explore the platform's features and evaluate its suitability for your needs without any financial commitment
• Revenue forecasting: Their revenue forecasting tools provide users with valuable insights into future sales performance based on current data and trends. This functionality helps you better plan for your business and make informed decisions regarding your sales strategies and resource allocation
• 5,000+ integrations: The extensive integration options through Zapier allow you to connect your CRM with a wide variety of other tools and platforms you already use. This flexibility ensures seamless workflows and data consistency across different applications
• Support various languages: The company currently offers clients personalized assistance in six languages (English, Spanish, French, Portuguese, German, and Italian) for teams of any size
• Security: They are compliant with GDPR, secure communication over SSL, and data encryption at rest 

Disadvantages

• No free plan available: Unlike some other CRM solutions, they do not offer a free plan, only a free trial. This absence of a free plan means that potential users must commit to a paid subscription to continue using the platform, which may not be ideal for everyone
• Generally more expensive than competitors: Their pricing plans can be more costly compared to other CRM solutions. This higher cost may be a deterrent for small businesses or startups with limited budgets. The per-user pricing model can also become quite expensive for larger sales teams
• Fewer features than many top competitors:  While the company excels in lead management, they lack several features that many competing CRMs offer, such as project management, inventory management, automatic lead routing, and drip marketing. This limitation can be a significant drawback for businesses looking for a comprehensive CRM solution
• Limited customization options: The platform offers some customization options, but it may not be flexible enough for managing the same database with different products and separate pipelines. This limitation can restrict businesses with diverse product lines or complex sales processes from fully leveraging the CRM system

noCRM.io Customer Experience 

noCRM.io enjoys generally high ratings across multiple customer review platforms. On Trustpilot, they hold a rating of 4.5 stars out of 5. On TrustRadius, they score an impressive 9.9 out of 10. The company also boasts high scores on G2 and Capterra, with ratings of 9.9 out of 10 and 4.6 out of 5, respectively. However. They are not accredited or rated by the BBB.

Positive feedback

Customers frequently praise the software provider for their user-friendly interface and ease of use, which significantly reduces the learning curve for new users. Reviewers noted encountering the shortest learning curve they’ve ever come across for software. Others highlighted the platform's flexibility. Additionally, the ability to customize workflows and track leads effectively was another common point of satisfaction among users.

Critical feedback

Despite the positive reviews, some users have expressed dissatisfaction with certain aspects of the CRM. Common complaints include issues with fund handling and unexpected fees. For example, some users reported getting charged despite canceling their free trial or paid plans. Another area of concern was the lack of certain functionalities and features, such as better integration with other tools and more comprehensive mobile app capabilities.

Customer Support at noCRM.io

The company offers several support options, including live chat, email support, and phone support. Live chat is accessible directly through their client portal and provides personalized assistance with a two-hour turnaround time for users on the standard Sales Essentials plan. Email support is available for all users at [email protected]. 

Phone support is exclusive to users on the top-tier Dream Team plan, ensuring that high-priority issues are addressed promptly. Dream Team users also benefit from VIP phone support and custom onboarding webinars for tailored assistance. Additionally, their website features a Contact Us form for both sales inquiries and general questions, making it easy for potential and current customers to reach out.

They also provide an array of resources to help you maximize the use of their product. The Help Center is a comprehensive resource containing articles and guides on various aspects of the platform. Their Sales Academy offers in-depth training modules to help users understand and effectively use the platform's features. The blog is regularly updated with tips, best practices, and news related to sales and CRM. Additionally, they have a YouTube channel that features video tutorials and webinars for visual and practical learning. 

Final Thoughts

noCRM.io stands out for their streamlined lead management and enhanced sales productivity, particularly when it comes to small to medium-sized businesses. Their action-based approach reduces time spent on data entry, allowing sales teams to focus on closing deals. The software's flexibility, with features such as customizable sales pipelines, integrated email management, and mobile app support, provides efficiency across various platforms. 

One of the primary advantages of noCRM is their user-friendly interface, which simplifies onboarding and requires minimal training. The revenue forecasting tools offer valuable insights, aiding in strategic planning and decision-making, and the ability to integrate with over 5,000 different tools ensures seamless workflows and data consistency. However, the absence of a free plan and the higher cost compared to some competitors may deter budget-conscious businesses. 

Regardless of your business type and size, choosing CRM software for its unique needs can be challenging, and it's crucial to explore all available options before making a decision. To help, our website provides a reviews page specifically tailored for learning all there is about CRM software providers. Additionally, you can use our comparison tool to compare your top picks and find the perfect fit for your business needs. If you desire more information on CRMs and related topics, you can find this by visiting our blog, where we post informative articles that can guide you throughout the decision-making process.

Close More Deals, Faster—Try noCRM Now!

Get Your Free CRM System Quote Now!