Getting started guides

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  Getting started as an Admin

  Although noCRM is extremely intuitive and user-friendly, you and your team will need to get acquainted with it before it's fully adopted. In order to make this process easier, we have designed the best framework for admins to get started.

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  Getting started as a User

  noCRM helps simplify the process of repetitive daily tasks, making sure sales representatives become more efficient and are always on track to meet their sales goals. This guide will help you in your onboarding journey. Enjoy!

• Account Set Up

  Replicate your sales process, manage users, account privacy, and more.

  14 articles

• User Settings

  Define your preferences such as notifications, your homepage, sync your calendar, and more...

  11 articles

• Email Management

  Integrate your noCRM account with your inbox to improve communication

  11 articles

• Lead Creation Mechanisms

  Create leads from contact forms, LinkedIn, business cards, and more.

  8 articles

• Lead Properties

  Learn about statuses, reminders, closing dates, and more.

  8 articles

• Lead Management

  Learn some tips to boost your lead management performance

  20 articles

• Call Campaigns

  Create and configure Call Campaigns to organize your outbound calls, distribute leads effectively, and improve your sales process.

  4 articles

• Quotes and Invoices

  Effortlessly generate quotes and invoices to streamline the management of your leads and customers

  4 articles

• Prospect Management

  Improve your qualification process with noCRM's prospecting lists

  4 articles

• Clients Management

  Use Client Folders to manage your clients, handle upsells, and renewals

  3 articles

• Workflow Automation

  Scale your sales and automate your sales activities in noCRM

  7 articles

• Statistics & Reporting

  Analyze company and team performance, access your sales forecast and more

  8 articles

• Data Management

  Import, export, and restore data to/from your noCRM account

  11 articles

• Integrations

  Integrate with other services to create your ideal sales machine

  6 articles

• Mobile App

  Create and manage your leads on the go using noCRM's mobile app

  1 article

• Referral Program

  Refer noCRM to your friends and get rewarded for it

  1 article