Details of noCRM features
The tool allows a very clear separation between your prospects (organised by prospecting files), your opportunities (the famous kanban view), and your existing customers.
Lead management on noCRM.io
noCRM is clearly positioned as a prospecting tool above all. Designed around prospecting files. As you can see above, the interface is similar to what you would find on an Excel file. The wizard guides you through the import of your files. You can easily go over each prospect, and mark the calls as successful or not, send an email, search for the prospect on google or LinkedIn. This is a very, very improved prospecting excel file.
The list-based operation also allows for list-based reporting, which makes it possible to evaluate the performance of a particular file.
A choice towards simplicity for the management of leads by noCRM. We find this approach very successful, much more so than the “customer files” with unworkable free fields.
The noCRM sales funnel: the heart of the reactor
Overall, as you can see above, noCRM’s kanban view is very successful.
Actions are very easy to perform in a few clicks you can set a reminder for an action: email, phone call or appointment. Click and drag is very dynamic and allows you to easily move opportunities up or down in your sales funnel.
It is also possible to define the type of “pipeline” in the settings, to adapt/customise it to your own business processes.
Most importantly, the view can be changed easily, making this screen a very effective reporting tool:
- Pipeline by status (defined by your “sales pipeline”)
- Pipeline by expected closing date (which gives good visibility on future revenues).
Here you will find your Pipeline by closing date in order to distinguish between opportunities according to the deadlines.
You can set this view to list, kanban or extended mode. You will then find an overview of your pipeline on the right of the screen, as shown below.
For each column, you can order the opportunities according to many different options, and your preferences will be saved.
Once again, we appreciate the intuitive and dynamic aspect of the tool. noCRM offers several pipeline approaches and simplifies the actions to be taken by your salespeople. It is quick to learn and you can be up and running in a few minutes.
Reporting & Administration
As you can see above, by default you will access the following items:
- Overall company performance
- Performance of each salesperson
- Activities of sales staff
- Analysis by prospecting file
- Forecasts according to your pipeline (weighted amounts)
- Performance of opportunities (won, lost, or still active)
- And a very clear view of the evolution of the sales pipeline over time
You can filter each report by salesperson to get individual data and coach your teams.
The dashboard part of noCRM has no frills, but it is still effective. The tool is designed for salespeople first and foremost, and not for other departments (accounting, marketing, etc.). Here you have a very simple & efficient tool to optimize the sales performance of your teams.
Ergonomics & ease of use
As mentioned earlier, the tool is designed for sales people, and it is very successful. The prospecting menu is very well constructed (a very, very improved spreadsheet) and the kanban view of current opportunities is extremely effective.
With noCRM, your sales people need to quickly determine what they need to do for a lead. They are always prompted to add a “next step” when they complete an action.
This is because the software only gives them two actionable status options when managing their leads: To-Do and Stand-By. The To-Do status requires users to work on a lead immediately. On the other hand, when a lead does not require urgent action or task, the status assigned to that lead is “Stand-By”.
Optimal handling, you will be able to create opportunities and assign them to your salespeople in a few minutes.
Integrate noCRM with your current tools
Maybe a limit depending on your needs? noCRM integrates natively with the really essential tools:
- G More
The Zapier integration will allow you to connect to other tools such as :
You will also be able to exploit their open API (very well documented), custom widgets that allow you to display data from other tools, and custom menus, which allow you to launch a custom action.
This is not really the strong point of noCRM, which only integrates with the really essential tools. The fairly deep Zapier integration will allow DIYers to integrate it into their environment.
The feedback from users is generally very positive and agrees with our comments on the ease of use and the ability to simplify as much as possible a commercial organisation that can sometimes be very complex.
The comments or areas for improvement relate more to the lack of integration of anemailing solution into the tool, for example. As its name and URL “youdontneedacrm.com” indicate, this is not the objective of noCRM.
The Salesdorado opinion
On the whole very positive, people who use it are very satisfied. The only “weak point” is on the more advanced features offered by heavier software. noCRM defends itself very well: it is a software designed only for salespeople.
Analysis of noCRM’s tariffs
Free 15-day trial, no commitment and no credit card required.
As far as pricing is concerned, noCRM is clear and flexible. The possibility to test each plan for free for 15 days is also a strong asset.
There are therefore two formulas:
- Starter Edition : From 12€ / user / month. If you commit to a year, 10€ / user / month. This plan does not include after sales process management and advanced integrations.
- Expert Edition : Gives access to lead attribution logic, better forecasting, and several native integrations, starts at 19€ / user / month; 16€ if you commit to a year.
The tool remains very affordable, if your needs in terms of advanced features are not too important, test it by yourself for 15 days!
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