NoCRM.io

Log, update and assign leads from your phone calls with noCRM.io.

noCRM.io is the lead management tool many sales teams use to track and close deals. Connect your noCRM.io account to AgentCalls and your agent can create new leads, add tags, append call notes, reassign leads to the right owner and move leads to standby or cancelled. Everything is recorded in your pipeline while the call is still fresh, so your sales team sees the update the moment they open noCRM.io.

What your agent can do with NoCRM.io

  • Create a new lead from a caller's details as soon as they ask for a quote
  • Append call notes to a lead's description, such as 'left voicemail' or 'asked for pricing'
  • Add tags to a lead so it shows up in the right segment of your pipeline
  • Reassign a lead to the correct salesperson, which triggers their assignment notification
  • Move a lead to standby for a follow-up in a set number of days, or mark it cancelled

NoCRM.io exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request

  1. Caller

    Hi, I'm looking for a quote for six office desks. Can someone call me back?

  2. Agent

    Of course. May I have your name and the best number to reach you on?

  3. Caller

    It's Dana Whitfield, 415 555 0182.

  4. Agent

    Thanks, Dana. I've created your lead with the desk request and assigned it to our sales team. Someone will call you tomorrow morning.

Follow-up with a lead on standby

  1. Agent

    Hello, this is calling from the team at Brightline Interiors about the office fit-out you asked about last month.

  2. Caller

    Oh right. We're still waiting on budget approval. Maybe in three weeks?

  3. Agent

    That makes sense. I'll put your lead on standby and we'll reach out again in 21 days. I've added a note that budget is pending.

  4. Caller

    Perfect, thank you.

Outbound call that closes a lead

  1. Agent

    Good afternoon, this is Northgate Dental. Am I speaking with Marcus Hale?

  2. Caller

    Yes, but I've already found another clinic, so I'm not interested.

  3. Agent

    Understood. I'm sorry we didn't match your timing. I'll mark your enquiry as cancelled so you won't receive further calls.

  4. Caller

    Thanks for being straight with me.

How to connect NoCRM.io

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect NoCRM.io

    From Integrations in the dashboard, choose NoCRM.io and enter the connection details from your NoCRM.io account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the NoCRM.io actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does the agent update noCRM.io during the call or after it?

Your agent can update noCRM.io during the call, so new leads, tags and notes appear straight away. You can also review every change in your AgentCalls call log afterwards.

What do I need to connect noCRM.io?

You need an active noCRM.io account. Sign in to your AgentCalls dashboard, open the noCRM.io integration and enter your own noCRM.io credentials from the tool's settings.

Which AgentCalls plan includes the noCRM.io integration?

Integrations, including noCRM.io, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with NoCRM.io.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.