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!
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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
9 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
18 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
5 articles -
Statistics & Reporting
Analyze company and team performance, access your sales forecast and more
7 articles -
Data Management
Import, export, and restore data to/from your noCRM account
10 articles -
Integrations
Integrate with other services to create your ideal sales machine
5 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 -
General information
Ways of speaking to our team members
1 article