noCRM.io is designed to help you automate your sales activities including capturing leads, tracking their behaviour and activities, assigning them to appropriate sales representatives and giving them constant attention to make them sales-ready. With noCRM.io, you don’t need a CRM software to handle any aspect of the lead management process.
The software has a range of features to enhance the sales automation process. Some of the capabilities of the tool include:
1. Lead Automation
noCRM.io automatically captures your leads from multiple channels including websites, social networks, emails, spreadsheets, business card and other portals using the Lead Clipper. It also has de-duping capabilities to eliminate the risk of repeat contact entries.
2. Intelligent Routing
Every organization assigns leads to their sales reps using different criteria. Some prefer allocating tasks based on geographical location, skill set, specialization while others distribute work based on deal size or product divisions.
With noCRM.io, you can automatically assign new leads to the appropriate team or an individual sales representative based on the pre-determined criteria. This ensures leads are instantly distributed to and received by the right user(s).
3. Lead Activity Scheduling and Tracking
This software from You Don’t Need a CRM! keeps track of which leads your sales reps need to work on. This way, the representatives can monitor all previous activities including phone calls, face-to-face meetings, and other correspondence. The best part is that they can also use the app to track the activities.
Additionally, the software can send scheduled emails to qualified contacts and notify sales representatives when follow-ups need to be performed.
4. Analysing, Reporting and Tracking
noCRM.io has powerful analysis and reporting capabilities to track the rates of acquisition, conversion statistics, close ratios among other statistics. It also generates accurate sales reports allowing you to have a clear picture of what’s happening in your business regarding your leads.
The statistical reporting feature allows you to monitor and measure the success of your sales representatives. You can also use the Activity Feed feature to know what your team is working on in real-time and know where they need assistance.
5. Managing Prospects and Existing Clients
The lead management software tool allows you to manage unqualified contacts and transform them into a lead once they are qualified. This eliminates the need for managing suspects on an Excel document and creating the leads manually in the lead management system.
With no crm.io, you can create “Client Folder” allowing you to manage repeat clients. You can also follow up leads using the Post-Sales Process system available in both the Expert and Starter editions.
6. Direct Integrations
The software allows you to integrate it with different apps including QuickBooks, PieSync, FreshBooks, G Suite, Aircall, and RingCentral.