The organization, the ability to track leads via several metrics like pipeline, status, activity notes, etc. Using the software is as seamless as the data tracking back end. On top of that there are so many useful side features specifically for sales, like goal tracking, email synchronization, and scripts. Review collected by and hosted on G2.com.

A downside of noCRM is efficiency, there is a lot of manual input needed to set up sales campaigns. Specifically, when a lead list is added to the CRM, we have to manually create each lead. When dealing with call campaigns with several 1000s of leads, a decent chunk of work and time is required during set up.

Additionally, although the data available is really good, a few metrics are missing I'd like to see. As our company sells several different services but sells to similar lead sources, we run into an issue where 2 sales from the same pipeline are for 2 different services. Then on the back end data tracking, we see sales via pipeline but not what was sold service-wise. There may be a workaround on our end, but it'd be cool if there were customization in the won status stuff. For example, we could have custom tags we could select when dispositioning to won, with tags being the services we offer. Review collected by and hosted on G2.com.

It's a simple and powerfull solution. I love how it's giving a focus on actions and next steps with each indivual lead to drive progress and make deal clousure on time. It's providing a great level of customizion of sales process and giving all tool a need, like mail and calendar integration, mail tracking, activities tracking and all necessery statistics of sales pipeline. Review collected by and hosted on G2.com.

Tool could have more localization and mobile app sometimes giving me hard times as not working properly with setting up dates. Mobile app could have better sync as I need to manually click sync button to be sure I am using the latest, updated statuses od leads. Review collected by and hosted on G2.com.

I really like the simple and user-friendly interface design of noCRM.io. Its interface is very intuitive, allowing even first-time users to quickly get started without the need for complex training, easily finding commonly used function buttons. For example, when entering new customer information, the related input fields and options are clearly laid out, making the information entry process smooth, saving time and effort, and improving daily work efficiency. Additionally, I appreciate its focus on core functions without complex and redundant features, instead concentrating on the most critical aspects of the sales process, such as lead management and sales pipeline follow-up. This simple design allows salespeople to focus on the business itself without being distracted by cumbersome feature settings, enabling them to quickly complete sales tasks. Moreover, the initial setup process of noCRM.io is simple and intuitive. Non-admin users only need to activate their accounts and set up personal information, while admin users, despite having more settings to configure, find it relatively easy to get started due to clear operational guidance. Review collected by and hosted on G2.com.

Sales Automation Rules Limited

Problem: The setup of sales automation rules is relatively simple and can only trigger actions based on limited conditions. For example, it is not possible to automatically execute complex sales processes based on a combination of multiple conditions, such as the customer's region, purchase history, and the time of the last communication. This includes actions like sending customized marketing emails or adjusting sales stages. This limitation restricts the degree of sales process automation and makes it difficult to meet diverse business needs.

Suggestion: Expand the options for setting sales automation rules, allowing users to create complex logic rules based on multiple conditions. Support the use of logical operators (such as AND, OR, NOT) to combine conditions, achieving more precise control over automated processes. Additionally, increase the types of actions that can be triggered, such as automatically updating customer tags or creating specific tasks assigned to designated team members, to enhance the flexibility and adaptability of sales process automation. Review collected by and hosted on G2.com.

After having experimented for a long time with other CRMs, NoCRM.io simply captivated us. It is a system that becomes so familiar to those of us who have several decades of experience with sales, "focusing on what matters": the two major stages, from prospect to customer. The industry has taught me that what really matters is having an assistant that shows you in just one line the prospect or the customer, and when you follow that line you can focus on them, and in seconds, with NoCRM you can execute all the actions easily, without having to leave or enter modules, everything is there, it is a single pop-up. Review collected by and hosted on G2.com.

An integration with Google Docs or Microsoft One Drive would be very useful for managing contracts, client documents and reports. Review collected by and hosted on G2.com.

it easy to implement and use, even for those who aren't tech savvy.

The platform's simplicity and lack of unnecessary frills are particularly appreciated. Review collected by and hosted on G2.com.

It lacks and difficult users find the reporting and analytics features to be limited, making it difficult to gain deep insights into their sales performance. Review collected by and hosted on G2.com.

lean and clean interface. easy to use. not too much unneeded distractions. Review collected by and hosted on G2.com.

so far nothing. i wish the call this number option could connect to my direct phone bc my company doesnt allow teams calls Review collected by and hosted on G2.com.

easy to use, to implement, without unnecessary frills and embellishments Review collected by and hosted on G2.com.

perhaps the lack of target, and the segmentation Review collected by and hosted on G2.com.

It is fun to do sales work with this software, the helpdesk answers fast, improvments and new features come often, really easy to use, now i use it everyday since i found the right way to use it Review collected by and hosted on G2.com.

i would like to have more sales tips to improve my funnel Review collected by and hosted on G2.com.

I absolutley love how i can build a speadsheet and the import process. user friendly and great customer service.

Also Review collected by and hosted on G2.com.

The only thing i wish they had is a better or more well rounded campaign and outreach setup. Review collected by and hosted on G2.com.

Desktop version has many features like email templates, Whatsapp shortcut,

One of the cheapest CRM Review collected by and hosted on G2.com.

Mobile version is worse. Reply to emails impossible, many bugs but for the price I don't expect something better.

Over the 7 years that I have been using this CRM, I have noticed that it does not take into account the suggested improvements. Review collected by and hosted on G2.com.