Opiniones de noCRM.io

Me encanta lo simple que es y lo efectivo que resulta para gestionar prospectos y después leads, pues nosotros hacemos mucha prospección telefónica.

Que vale para lo que vale, para tener el control de las acciones a desarrollar, no es un software complejo, es muy simple y nos encanta pues no necesitas formar a los comerciales para usarlo.

Separar los simples “nombres” o Prospectos de los Leads que mantienes en el embudo o PipelineLa detección de duplicados funciona muy bienLa versatilidad para Armar y visualizar tu embudo de ventas como más te convenga.Permite mantener toda la información e interacciones con el cliente muy bien.En general es muy fácil de implementar y cuentan con buenos sistemas de capacitación online regrabados y en vivo.Está orientado a facilitar las VENTAS. No a otras funciones como facturación y demás que hacen pesado el trabajo de los vendedores.

Algunas integraciones importantes solo están disponibles para la versión más altaSería interesante dejarlas disponibles desde la versión inicial o al menos desde la versión intermedia.

Lo más importante es que es muy amigable, permite modificar etapas del pipeline y exportar datos para la gestión de control administrativa.

Al ser un software internacional genera un gasto no deducible a la empresa, lo cual en Ecuador es un problema.

facilidad de uso y personalización. Es muy intuitivo y se puede trabajar desde cualquier dispositivo, tablet, móvil, ordenador, etc.

no poder ver tareas post venta en aplicación sólo en página web

La facilidad para dar seguimiento a la venta.

Las notificiaciones, no son tan constantes como deberian.

intuitivo y práctico, utilizable desde el ordenador o el celular.

Importar contactos desde el celular, poder enviar mensajes automatizados a y por whatsapp

La integracion entre linkedin y waalaxy. Puedes generar campañas y llevar el seguimiento en la plataforma.Superfacil empezar y configurar

Le falta integracion nativa con mas software de email marketing como mailer lite o active campaing pero nada que no se soliciones con make

La facilidad de poder acomodar a tus cliente y manejarlos en diferentes estructuras y niveles.

Pudiera ser que no tiene buena visión por ventanas eso ayudaría a aislar cada etapa del proceso y visualizarlo mejor.

La integracion nativa con Waalaxy. Puedo crear automatizaciones y hacer seguirmientos a las oportunidades creadas dentro de nocrm

La interface podria ser actualizada. Podria integrarse nativamente capturando leads desde linkedin

La facilidad para implementar, es muy fácil empezar a utilizar sin necesidad de largos tiempos de implementación.

Me gustaría que hubiera un catalogo de productos para poder elaborar cotizaciones desde la misma herramienta.

Me gusta que te enfoca en la siguiente acción sin abrumarte y se enfoca en ayudarte a vender más.

Los reportes creo que podrían ser más detallados, pero en general funcionan.

La integracion con calendar, gmail y las plantillas. Ademas de poder trackear las acciones planificadas y poder ver un reporte sobre ellas.

Lo que menos nos gusto fue la falta de una integracion nativa con whatsapp.

How fast and easy it is to add or update lead

At first there is a bit of a learning curve in order to get used to it.

Easy to onboard and integrate into our existing sales channels. Immediate buy-in from our sales team. Posting is quick and easy. Point and click use in pipeline view makes the data intuitive. So many features left to explore to increase productivity.

We have had no negative experiences with this software. It met all of our small-business sales-oriented needs. We did not attempt to use this as an all-encompassing customer interface software (CRM), but as a sales management interface. Combined with our existing back office software it was the perfect tool for our needs.

This CRM is complete in every way for new prospectors to follow up on customers, we have a match organized chart for to do list and a better notification on today list.

The pipeline view need to separate by color to make easy to distinguish categories.

It is very clear and well organized. Even if you are not used to it, you will quickly get an overview and it is easy to use.

Little things like no duplicate Stand By entries

The App is perfect for controlling the sales pipeline. It is extremely easy to use and does not require the sales person to fill in endless fields.

It is the only CRM app that I have seen that was quickly adopted by the sales staff. I tried other CRMs before and they are very nice theoretically, but are not practical for the user.

By focusing only on prospecting new customers, this tool gets the job done.

If you want to keep track of the user AFTER the first purchase, this app is not for you. They do have a means for doing this but then, it is not very practical or straight forward.

The reports are nice but could be better. You don't get information on conversion rates from one Stage to another Stage.

Great sections and simple display to use
The tags and easy to read estadistics

Follow up to clients, but it beacsue i havent use it that much yet in that area cause it all about give follow up to the leads

access on computer or phone, tags for sorting. can copy emails to client record or add to a new lead.

If you add a lead from a website you don't see the same Create a Lead Features like name, address, email, phone, normal CRM fields.

The system is extremely easy to use and you can learn the basics of what you need in a couple hours. The integration of the sent emails into the comments is the best feature that this system has that others do not. I have used Salesforce in the past and it was almost too much information. This CRM really only focuses on the basics of who you are contacting and when to follow up.

It works well depending on your need. If you just need a follow up system, then you can't go wrong with it. If you are in the financial industry and need to know a lot of specifics for each client, you would end up with a long write up in the description rather than separate areas to put different information.

I was able to use it and remind me of all steps of the sales process. I used extensively with API access and works Works great with Zapier. Well equipped to make calls. Service fast and efficient

Very annoying name "NO....." You Don't need...... negative jargon. would like support 24/07. Why are you asking for more. That is it?!

I LOVE this CRM! I have a very simple business/service model so I didn't need a lot of bells and whistles but I still wanted a seamless accurate database management system that could hold me accountable for follow-ups and allow me the leisure of organizing my contacts systematically and customizable to my business. I've been with this CRM for over a year now and I LOVE IT!

So far there is nothing I don't like. I've run into some minor glitches but every time I do, I contact their support and they fix it.

Easy to use
Customizable
Intuitive
Separates prospects from lead in an effective manner

Can't filter by "last contact", to make sure I'm not forgetting any of my clients.

Easy to use and a nice to navigate the support team is reactive

Targets management could be improved and client interface aswell