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Nano CRM

Every lead, email and meeting your team has, in one shared place.

Nano CRM is where your sales team keeps track of who they are talking to, what was said and what happens next. Leads move through your pipeline, emails file themselves on the right contact, and meetings can be booked and held without leaving the CRM.

See plans and pricing Sign in to Nano CRM
  • Runs in your browserNothing to install to start.
  • Installable as an appOn phones and computers.
  • Part of your NanoNear accountSame sign-in as every app.
  • Billed on its ownIts own plan, nothing bundled.

What it solves

Leads arrive by email, web form and phone, then live in five inboxes and a spreadsheet. Follow ups slip, and when someone is off sick nobody knows where a deal stands.

Who uses Nano CRM

  • Small and medium sales teams
  • Service businesses that send a quote before they sell
  • Agencies and consultancies working through enquiries

What you can do with Nano CRM

Everything below works today. Where a feature needs a particular plan, it says so.

Leads and your pipeline

See every open deal, who owns it and what stage it is at.

  • Pipelines and stages

    Drag deals between stages on a board, or work from a list. Set up as many pipelines as you sell in.

  • Sources, types and owners

    Every lead gets an owner, a type and where it came from, filled in for you when you create it.

  • Quotes

    Build a quote from your product list against a lead, with totals worked out, and print it. On paid plans.

  • Products and stock

    Keep products with SKUs and prices, and track stock across warehouses. On paid plans.

  • Import from spreadsheets

    Bring in leads, contacts and products from CSV or Excel. Duplicates are updated, not copied.

  • Custom fields

    Add the fields your business needs to leads, contacts and products, without code.

Contacts and their history

One record per person and company, and everything that has happened with them.

  • People and organisations

    Contacts linked to the company they work for, shared with the whole team.

  • A full timeline

    Emails, calls, meetings, notes and files on the contact and the lead they belong to.

Email inside the CRM

Connect your mailbox and work your email where your deals are. On paid plans.

  • Your own mailbox

    Connect any mailbox over IMAP and SMTP. Mail is read and sent from your real address.

  • Filed on the right record

    Each email is filed on the matching contact, and on their lead when they have one open.

  • Waiting on reply

    A list of conversations where you wrote last and have not heard back.

  • Send later

    Pick a time, or send at the hour the person usually opens your email.

  • Snooze and undo send

    Snooze an email until later, and take one back for a few seconds after pressing Send.

  • Templates and snippets

    Reusable emails with merge fields like first name and company, shared with the team.

Meetings and scheduling

Book the call, hold the call and log it, without a second tool.

  • Booking pages

    A public page where people pick a free time from your calendar. Each booking creates the contact, a lead and the meeting.

  • NanoNear Meet

    Video meetings in the browser with screen sharing, chat and a waiting room. Guests do not need an account.

  • Activities

    Calls, meetings, tasks and notes logged against any lead or contact.

Automation

Let routine steps happen on their own.

  • Workflows

    Rules that act when a lead, contact or activity is created or changes. On Pro and Enterprise.

  • Webhooks

    Send CRM events to any URL, so your other systems hear about new leads and changes straight away.

  • Web forms

    Forms you put on your website that drop new enquiries straight into the pipeline. On paid plans.

Your team

Decide who sees what.

  • Roles and permissions

    Control what each person can see and change, down to a single module.

  • Users and groups

    Group people into teams, and choose whether each role sees its own leads, its group's or everyone's.

  • Dashboard

    Open leads by stage, activity and results at a glance.

  • AI assistant

    Lead scoring, email summaries, drafted replies, suggested next steps and translation. On Pro and Enterprise.

  • Softphone

    Click to call from a lead using your own phone line. On Pro and Enterprise.

How meetings work in Nano CRM

From the lead, press Schedule meeting and choose one of three ways to meet.

Meetings run in Chrome, Edge, Safari and Firefox on phones and computers. Guests wait in a lobby until someone lets them in, the organiser can remove people or end the call, and nothing is recorded. Up to six people per meeting.

Schedule a NanoNear meeting

Pick a date, time and length. The invitation goes out by email with a private join link and a calendar invite, and the meeting appears in the lead's activities.

Start a meeting now

Open a room straight away, filed on the lead.

Let them pick the time

Send your booking page link and the person chooses a free slot themselves.

What it connects to

The connections that work today, and the ones we are still building. We list them separately so nothing here is a promise.

  • Email over IMAP and SMTP Available
  • Webhooks Available
  • Google Contacts Available
  • Microsoft Teams Under development
  • WhatsApp Under development
  • Meta (Facebook and Instagram) lead ads Under development

Use it as an app

Install Nano CRM from your browser on a phone or computer and it opens like any other app, with shortcuts to Leads, Inbox, Contacts and Activities. There is nothing to download from an app store.

Install Nano CRM

Nano CRM plans

Prices are per month. Already have a NanoNear account? Choosing a plan adds Nano CRM to it; you will not be asked to register again.

Free

For trying it out with a small team

$0forever
  • Up to 3 users
  • Leads, contacts and pipeline
  • Basic reports
  • Community support
Start free

Basic

$15per user / month
  • Up to 10 users
  • Leads, contacts and pipeline
  • Quotes and product catalogue
  • Shared email inbox
  • Embeddable web forms
  • Standard reports
  • Standard support
Choose Basic
Most chosen

Pro

$29per user / month
  • Up to 20 users
  • Leads, contacts and pipeline
  • Quotes and product catalogue
  • Shared email inbox
  • Embeddable web forms
  • Workflow automation
  • Meta lead ads (under development)
  • AI assistant
  • WhatsApp messaging (under development)
  • Softphone (click-to-call)
  • Advanced reports
  • Priority support
Choose Pro

Enterprise

Custom limits, set up with you

CustomTalk to us
  • Users: agreed with you
  • Leads, contacts and pipeline
  • Quotes and product catalogue
  • Shared email inbox
  • Embeddable web forms
  • Workflow automation
  • Meta lead ads (under development)
  • AI assistant
  • WhatsApp messaging (under development)
  • Softphone (click-to-call)
  • SLA, SSO and compliance options
  • Advanced and custom reports
  • Dedicated support
Talk to us

Questions about Nano CRM

Do I need to install anything?

No. Nano CRM runs in the browser. You can also install it as an app from the browser menu on a phone or computer.

Can I bring my existing leads and contacts?

Yes. Import them from CSV or Excel. The importer spots duplicates and tells you which rows it could not read and why.

Does it work with my email?

Yes, with any mailbox that offers IMAP and SMTP, which is almost all of them. Mail is sent from your own address.

Are Teams, WhatsApp and Meta lead ads available?

Not yet. All three are under development and are not part of any plan today.

Try Nano CRM with your own work.

Pick a plan, or ask us anything first.

Choose a plan Talk to us