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CRM

NoCRM.io, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your NoCRM.io account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 9 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What NoCRM.io is

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

You paste in a key from your own NoCRM.io account. It is kept encrypted, and you can withdraw it from inside NoCRM.io whenever you like.

How a run works

One message in, the work done in NoCRM.io.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in NoCRM.io. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own NoCRM.io account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

9 tools it already has

What it can do in NoCRM.io

These are the ready-made tools your AI employee already has in NoCRM.io. It is not limited to them, but it never has to be taught these.

  • Add a tag to a leadTool to add a tag to a lead. use when you need to assign one or more tags to a specified lead via nocrm.io.
  • Append to lead's descriptionTool to append text to the lead's description. use when you need to add context incrementally without overwriting. example: append 'left voicemail' to lead 1234.
  • Assign Lead to UserTool to assign a lead to a user. use when reassigning a lead to the correct owner to trigger assignment notification.
  • Change lead status standbyTool to change a lead's status to 'standby'. use when scheduling follow-up after determining the next contact should occur in a set number of days.
  • Change Lead Status to CancelledTool to change a lead's status to 'cancelled'. use after confirming no further follow-up is needed and the lead should be marked as cancelled.
  • Create LeadTool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.
  • Delete LeadTool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.
  • Duplicate LeadTool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.
  • List All TeamsTool to retrieve all teams. use when you need to fetch every team and its members from nocrm.io.
Access, and who is in charge of it

You stay the boss of your NoCRM.io account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own NoCRM.io account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in NoCRM.io is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in NoCRM.io and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about NoCRM.io

Can an AI employee really work inside NoCRM.io?
Yes. It signs in to your own NoCRM.io account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of NoCRM.io?
No. Nothing moves and nothing is replaced. Your records stay in NoCRM.io, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my NoCRM.io account?
You paste in a key from your own NoCRM.io account. It is kept encrypted, and you can withdraw it from inside NoCRM.io whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in NoCRM.io?
It has 9 ready-made tools in NoCRM.io today, among them Add a tag to a lead, Append to lead's description and Assign Lead to User. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use NoCRM.io and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in NoCRM.io and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in NoCRM.io?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in NoCRM.io is written down with what it did and when.