Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
NerdCRM is a cloud-based customer relationship management tool designed specifically for small sales teams that primarily communicate via phone in sectors such as recruiting, education admissions, coaching, real estate, agencies, and business process outsourcing. It effectively organizes vital information including contacts, companies, deals, and sales pipelines, while also recording calls made through MicroSIP on Windows or Nerd Dial on Mac, seamlessly linking these recordings to the respective contacts and deals by their phone numbers. Teams are empowered to monitor daily call activities, handle follow-ups and payments, and leverage various reports such as sales reports, account-manager reports, and Smart Reports to enhance their performance. Additionally, features like WhatsApp template campaigns, a collaborative inbox, automatic opt-outs, and email sequences bridge the gap between outreach efforts and CRM records. The optional AI Call Analysis add-on takes functionality a step further by transcribing calls in both Bangla and English, evaluating six key buying signals, and providing recommendations on whether to qualify, nurture, call again, or disqualify a lead. Furthermore, NerdCRM facilitates the import and export of data via CSV, integrates Facebook Ads leads, and offers webhooks and API access for advanced functionality, ensuring that users can tailor the system to their specific needs. With these comprehensive features, teams can significantly enhance their sales strategies and improve overall productivity.
Description
Quickly view the totals across your various account types and easily access the balances of any account you're interested in examining. Monitor both your short-term and long-term financial changes by account type to evaluate your growth in cash reserves, investments, property value, and beyond. Gain a comprehensive overview of your income, expenses, and transactions all in one convenient location. With NerdWallet, you can understand exactly how much money you have and how it is being allocated. Uncover valuable insights that empower you to maximize your financial potential. Start by assessing the overall landscape of your finances, viewing all your accounts on a single screen, or delve deeper into specifics like your cash flow, expenditures, credit score, and net worth. Additionally, receive expert tips approved by NerdWallet to enhance your financial health. Explore strategies for continuous improvement, such as boosting your credit utilization or settling your bills ahead of time. Moreover, identify opportunities to fine-tune your spending habits and recognize when something seems amiss to maintain better financial stability.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Facebook Ads
No
MicroSIP
No
WhatsApp
No
Pricing Details
$4/user/month
Free for up to 5 users; CRM access includes pipelines, deals, contacts, reports, CSV import/export, and API access. The $4/user/month plan bills all active users and unlocks call recording, WhatsApp outreach, and cold email; the free plan has one-time allowances of 100 recordings, 100 WhatsApp messages, and 300 emails. AI Call Analysis is an optional $5/user/month add-on with 300 analyzed calls per user per month; extra calls cost $3 per 100, subject to a monthly cap. Meta separately bills WhatsApp conversations.
Free Trial
No
Free Version
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Nerddevs
Founded
2015
Country
Bangladesh
Website
getnerdcrm.com
Vendor Details
Company Name
NerdWallet
Country
United States
Website
www.nerdwallet.com/l/nerdwallet-app
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Alternatives
No Alternatives