Getting started guides
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.
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!
Replicate your sales process, manage users, account privacy, and more.
Define your preferences such as notifications, your homepage, sync your calendar, and more.
Integrate your noCRM account with your inbox to improve communication
Create leads from contact forms, LinkedIn, business cards, and more.
Learn about statuses, reminders, closing dates, and more.
Learn some tips to boost your lead management performance
Improve your qualification process with noCRM's prospecting lists
Use Client Folders to manage your clients, handle upsells, and renewals
Scale your sales and automate your sales activities in noCRM
Analyze company and team performance, access your sales forecast and more
Import, export, and restore data to/from your noCRM account
Integrate with other services to create your ideal sales machine
Create and manage your leads on the go using noCRM's mobile app
Refer noCRM to your friends and get rewarded for it