Help Center

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

Managing prospects

Although leads are at the heart of our system, Prospecting Lists are ideal to manage prospects (unqualified leads). Instead of managing them on an Excel document and then having to create the leads manually in your lead management system, you can manage them directly inside noCRM and transform a prospect into a lead in a matter of seconds once it’s qualified.

You can create prospecting lists manually; import your Google contacts or import an existing Excel or CSV file that you may already have – it's really simple!

You can also feed existing Prospecting Lists automatically through integrations using Zapier or Integromat.

Access advanced Prospecting Lists, to:

  • Edit columns during import
  • Have color codes
  • Have comments automatically added to the comments field when creating a lead
  • Click-to-call from the spreadsheet
  • Send an e-mail from the spreadsheet
  • Filters your contacts and more…

For more information on Prospecting list, read our Academy articles on this subject.

noCRM pipeline

An incredibly simple and efficient web based software to help your sales teamstrack to track and close their deals without spending hours filling out forms.

Start your free trial