Help Center

From setting up your account to mastering each and any feature of noCRM.

Editions and payment methods available

noCRM has a 15 or 30-day trial period, depending on how you chose to create your account.

If you don't have an account yet, you can create one from here.

It's a trial period, not a trial account, meaning that during the trial you can choose the Edition you want, go from one Edition to another, add the users that you want, and use the software as if it were a paying account given that you'll be getting all the features of the Edition you chose to test.

At the end of the trial period, you won't lose the information created and you need to enter your billing information in order to start paying for the system.

To change your edition, please go to the Admin Panel > Subscription > Plans & Pricing.


Editions

noCRM has 3 editions: Starter, Expert, and Dream Team.

The edition you choose affects ALL users of the account. You can't have a few users using one edition, and others another.

The Starter Edition

The starter Edition is ideal for very small companies or single users. It is limited to 3 users and includes the following features:

  • Fast Lead generation
  • Calendar Synchronisation
  • Business Card Recognition
  • Automatic Lead Alerts
  • Sales Process customization
  • Google App Integration
  • Prospecting List
  • Mobile App

More info on features & pricing here.

The Expert Edition

The Expert Edition is ideal for demanding salespeople or for bigger companies who need advanced lead management features. In addition to all the features available in the Starter Edition, it also includes:

  • Predefined activities
  • Multiple Post-sales Process Templates
  • Estimated closing date
  • Multiple Pipelines
  • Forecast pipeline view
  • Sales Forecasting statistics
  • Native integrations ... and much more!

More info on features & pricing here.

The Dream Team Edition

The Dream Team Edition is ideal for demanding salespeople or for bigger companies who need advanced team management features. In addition to all the features available in the Expert Edition, it also includes:

  • Team management
  • Full email integration
  • Email templates
  • Email tracking
  • Premium Support ... and much more!

More info on features & pricing here.


Plans & Payment methods

At noCRM, two payment plans are available: monthly or annual, knowing that the annual payment comes with a discount. For more information, please check our pricing page.

Payment methods available to you for both monthly & annual plans

1/ Credit Card

To pay by Credit Card, simply go to your Admin Panel > Billing Information > choose "Credit Card" and enter your Credit Card information. We do not accept Debit Cards! Please use Visa, Mastercard or American Express.

2/ SEPA for EU customers

To activate the SEPA payment, simply go to your Admin Panel > Billing Information > choose "SEPA" and enter your IBAN information. As easy as that.

3/ ACH for US customers

If you're in the US, you can pay via ACH. To activate the ACH payment, simply go to your Admin Panel > Billing Information > choose ACH and enter your bank account information.

Manual payment methods available exclusively for annual payments

If you don't want to use any of the above options to pay for noCRM, you can opt for:

1/ Wire transfer if in the Eurozone, in the UK, or in the US

2/ Paypal if your pricing is in USD$

⚠️ These payment methods do not enable you to benefit from the special annual discount. Please contact us at support@youdontneedacrm.com if you wish to pay by wire transfer or Paypal.


Billing

Once you've chosen the Edition, the plan (monthly or annual), and the payment method (card, ACH, SEPA, PayPal, wire transfer), you'll need to fill out the billing information.

This can be done in your account and can be updated at all times.

Go to the top right corner of your account (where your name is), and in the dropdown menu choose "Billing information".


VAT information, and how to fix an invalid VAT number?

If you don't enter company details, you will pay a 20% French VAT tax.

All European Union companies must enter a valid EU VAT number in order to avoid paying taxes.

If your EU VAT number is not valid, you'll need to visit the EU website, here, select your country and check your VAT number to know what are the procedures that you need to do according to where you are.


Invoices

Invoices are sent automatically as soon as your payment was done. They are sent to the email of the owner of the noCRM account. If you need them to be sent to your company's financial service, please add their email address in the Invoices section.

Go to the top right corner of your account (where your name is), and in the dropdown menu choose "Billing information" > My subscription > Invoices, and click on "Add an email address to send the invoices to".

For legal information about refunds or other related matters, click here


How to close my account

If you wish to close your noCRM account, you can do it at all times from the "Billing Information" section. A red button "close my account" appears on the right side.

Closing the account affects all the users! If you want to close a specific user's account, follow the "user management" article.

Before you make an official decision, do not hesitate to contact us at support@youdontneedacrm.com or your account manager to discuss this, as we may be able to find a solution to help you stay.


Storage limit

As per mentioned in our TOS, 'the subscription is unlimited in terms of leads. Yet, documents larger than 20Mo won't be accepted and storage is limited to 10 Go per user account. The Service Provider reserves the right to modify this limit.'

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