noCRM.io Features
What are the features of noCRM.io?
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Lead Management
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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noCRM.io Categories on G2
Filter for Features
Platform
Customization | Based on 40 noCRM.io reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 80% (Based on 40 reviews) | |
Workflow Capability | Based on 41 noCRM.io reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 80% (Based on 41 reviews) | |
User, Role, and Access Management | Based on 37 noCRM.io reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 85% (Based on 37 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 26 reviewers of noCRM.io have provided feedback on this feature. | 79% (Based on 26 reviews) | |
Sandbox / Test Environments | Based on 23 noCRM.io reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 76% (Based on 23 reviews) | |
Document & Content Mgmt. | As reported in 24 noCRM.io reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 78% (Based on 24 reviews) | |
Performance and Reliability | Based on 37 noCRM.io reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 37 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 25 reviewers of noCRM.io have provided feedback on this feature. | 78% (Based on 25 reviews) |
Sales Force Automation
Contact & Account Management | Based on 55 noCRM.io reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 85% (Based on 55 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 56 noCRM.io reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 90% (Based on 56 reviews) | |
Task / Activity Management | Based on 56 noCRM.io reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 88% (Based on 56 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 36 reviewers of noCRM.io have provided feedback on this feature. | 78% (Based on 36 reviews) | |
Desktop Integration | Based on 42 noCRM.io reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 85% (Based on 42 reviews) | |
Product & Price List Management | As reported in 35 noCRM.io reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 77% (Based on 35 reviews) | |
Quote & Order Management | As reported in 37 noCRM.io reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 77% (Based on 37 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 38 reviewers of noCRM.io have provided feedback on this feature. | 80% (Based on 38 reviews) |
Marketing Automation
Email Marketing | As reported in 32 noCRM.io reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 73% (Based on 32 reviews) | |
Lead Management | Based on 50 noCRM.io reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 90% (Based on 50 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 32 noCRM.io reviews. | 83% (Based on 32 reviews) |
Customer Support Portal | As reported in 29 noCRM.io reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 78% (Based on 29 reviews) | |
Knowledge Base | As reported in 32 noCRM.io reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 81% (Based on 32 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 29 reviewers of noCRM.io have provided feedback on this feature. | 78% (Based on 29 reviews) |
Integration
Data Import & Export Tools | Based on 33 noCRM.io reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 84% (Based on 33 reviews) | |
Integration APIs | Based on 30 noCRM.io reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 81% (Based on 30 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 25 noCRM.io reviews. | 79% (Based on 25 reviews) |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 30 reviewers of noCRM.io have provided feedback on this feature. | 70% (Based on 30 reviews) | |
Social Network Integration | As reported in 28 noCRM.io reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 71% (Based on 28 reviews) | |
Mobile User Support | Based on 37 noCRM.io reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 72% (Based on 37 reviews) |
Reporting & Analytics
Reporting | Based on 44 noCRM.io reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 81% (Based on 44 reviews) | |
Dashboards | Based on 51 noCRM.io reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 85% (Based on 51 reviews) | |
Forecasting | Based on 43 noCRM.io reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 83% (Based on 43 reviews) |
