Lead management
Capture, score and route leads through a configurable sales pipeline with stages, sources and lead types.
Features
NanoNear CRM features
NanoNear is a customer relationship management (CRM) platform built for small and medium-sized sales teams. Each customer gets an isolated workspace containing their own leads, contacts, organisations, products, quotes and activity history. Teams use NanoNear to capture leads from web forms and advertising platforms, move deals through a configurable pipeline, build quotes from a product catalogue, keep email correspondence attached to the right contact, and automate routine follow-up with workflow rules.
What is included
Contact and organisation records
A single shared record per person and company, with full interaction history visible to the whole team.
Pipeline management
Configurable pipeline stages with drag-and-drop movement between them and rotten-deal alerts.
Product catalogue
Maintain products with SKUs, pricing and inventory, and attach them to leads and quotes.
Quotations
Build quotes from the product catalogue against a lead or contact, with automatic totals.
Shared email inbox
Connect a mailbox so email threads are logged against the matching contact and visible to the team.
Workflow automation
Trigger-based workflows and webhooks that act on leads, contacts and activities without manual work.
Web forms
Embeddable forms that create leads in the pipeline directly from a website.
Data import
Import leads, contacts and products from CSV or Excel files, with duplicate detection and a per-row error report.
Custom fields
Add custom attributes to leads, contacts, organisations and products without code.
Activities and scheduling
Log calls, meetings and notes against any record, and keep follow-up on a shared calendar.
Role-based access control
Roles and per-module permissions controlling what each user in a workspace can see and change.
Meta lead ads integration
Deliver Facebook and Instagram lead-form submissions straight into the pipeline.
Google Contacts integration
Sync contacts from a connected Google account into the CRM.
AI assistant
Assistance with lead scoring, thread summaries and drafted replies.
In development
WhatsApp messaging — not yet available
Messaging customers on WhatsApp from within the CRM.
Who NanoNear is for
- Small and medium-sized sales teams
- Service businesses that quote before they sell
- Agencies and consultancies managing a lead pipeline
- B2B teams running outbound and inbound follow-up
Questions about a specific workflow? The FAQ answers the most common ones, or you can contact the team.