nocrm.io on The CRM Sushi Podcast

Wes Schaeffer
December 03, 2020

Action-based lead management system
Selling is a process
Actions must be performed at the right time
11,000 users
Lead view
Pipeline with multiple-pipeline view
Create leads via API, email, business card scanner, Zapier, native integrations with other platforms
Lead Clipper can import a contact from LinkedIn or a contact from any person you see online

To do or Standby
- Set reminders
- Set action, ie. SMS, Call, Meeting, E-mail, send quote
- It will send you a reminder
- Won/Lost
Edit contact records quickly
Log activity
Collaborate with your team by “@” them
Customize the list of activities
Disposition each outreach quickly
Tag your leads
- Source
- Product/Service
- Loss reason
- Upsell opportunity
Add attachments
Call or email right from the contact (opens Gmail)
Scripts to be used by your team (like HubSpot Templates and Sequences)
- Prospect qualification guideline (like HubSpot Playbook)
- Pros, Cons, etc.
Integrate with quoting and invoicing tools
Cold prospects vs. Leads vs. Clients
Import your Cold Prospects
- Convert to “Lead” with one button
- Move to next quickly
- Send one-on-one emails via your email tool
Reporting
- Dashboards
- Statistics
- Pre-defined reports
- Call logs, etc
Best for 1-30 or 40 salespeople
Free trial with low price point
Monthly or annual options
Will help you think about your process via the Admin settings
Stick to their promise of helping sales teams vs. marketing or support
Chat support in seven languages