nocrm.io on The CRM Sushi Podcast

  • Action-based lead management system

  • Selling is a process

  • Actions must be performed at the right time

  • 11,000 users

  • Lead view

  • Pipeline with multiple-pipeline view

  • Create leads via API, email, business card scanner, Zapier, native integrations with other platforms

  • Lead Clipper can import a contact from LinkedIn or a contact from any person you see online

  • To do or Standby

    • Set reminders

    • Set action, ie. SMS, Call, Meeting, E-mail, send quote

    • It will send you a reminder

    • Won/Lost

  • Edit contact records quickly

  • Log activity

  • Collaborate with your team by “@” them

  • Customize the list of activities

  • Disposition each outreach quickly

  • Tag your leads

    • Source

    • Product/Service

    • Loss reason

    • Upsell opportunity

  • Add attachments

  • Call or email right from the contact (opens Gmail)

  • Scripts to be used by your team (like HubSpot Templates and Sequences)

    • Prospect qualification guideline (like HubSpot Playbook)

    • Pros, Cons, etc.

  • Integrate with quoting and invoicing tools

  • Cold prospects vs. Leads vs. Clients

  • Import your Cold Prospects

    • Convert to “Lead” with one button

    • Move to next quickly

    • Send one-on-one emails via your email tool

  • Reporting

    • Dashboards

    • Statistics

    • Pre-defined reports

    • Call logs, etc

  • Best for 1-30 or 40 salespeople

  • Free trial with low price point

  • Monthly or annual options

  • Will help you think about your process via the Admin settings

  • Stick to their promise of helping sales teams vs. marketing or support

  • Chat support in seven languages

Watch Previous Episodes of The CRM Sushi Podcast

Links Mentioned In The CRM Sushi Podcast