NanoNear
Small sales teams
One shared pipeline instead of everyone's private spreadsheet.
Sales and customer management · with Nano CRM
Every lead followed up, every deal accounted for.
When leads live in five inboxes and a spreadsheet, follow-ups slip and nobody knows where a deal stands. Nano CRM gives your team one shared place for every lead, email, quote and meeting, so the next step is always clear.
- 1 placefor leads, contacts, emails, quotes and meetings
- Your inboxconnected, so emails file themselves on the right contact
- Freeplan to start, upgrade when the team grows
Why a shared CRM matters to your business
Most lost deals are not lost to a competitor. They are lost to a follow-up nobody sent. A CRM makes the next step visible to the whole team.
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See every deal at a glance
Every open deal on one board, with its owner and stage. You know what is moving and what is stuck.
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No more forgotten follow-ups
"Waiting on reply" lists the conversations where you wrote last and have not heard back.
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Email where the deal is
Connect your own mailbox. Emails file themselves on the contact and their open lead.
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The full history, for anyone
Calls, emails, meetings, notes and files on one timeline. If someone is off sick, the deal does not stop.
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Quotes in minutes
Build a quote from your product list against the lead, with totals worked out. On paid plans.
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Meetings without the back-and-forth
A booking page where people pick a free time, and video meetings that guests join without an account.
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Routine steps on autopilot
Workflows update records and send emails when something changes, so the team does not have to remember.
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The right people see the right deals
Roles decide who sees and edits what, so each salesperson works their own pipeline.
Spreadsheets and inboxes versus Nano CRM
| Step | Spreadsheet + inbox | With Nano CRM |
|---|---|---|
| Leads | Scattered across inboxes, forms and a sheet | Every lead in one pipeline with an owner |
| Follow-ups | Remembered, or not | Waiting on reply, send later and snooze |
| In each person's inbox | Filed on the contact and lead automatically | |
| Quotes | Typed up in Word each time | Built from your products, totals worked out |
| Meetings | Emails back and forth to find a time | A booking page and built-in video meetings |
| Handover | Ask the person who left | The whole history is on the record |
How NanoNear runs your sales
Up and running in an afternoon, with the data you already have.
Import what you have
Bring leads, contacts and products in from CSV or Excel. Duplicates are updated, not copied.
Set up your pipeline
Name your stages the way you sell, and add custom fields if you need them.
Connect your mailbox
Each person connects their own email over IMAP and SMTP, so mail is sent and read from their real address.
Work the deals
Move deals across the board, send quotes, book and hold meetings, and log every call.
Who it helps
Service businesses
Turn an enquiry into a quote, and a quote into a won deal.
Agencies and consultancies
Keep every client conversation and file on one record.
Call centres
Log calls and follow-ups against each lead, and see what every agent is working.
Teams that sell through meetings
Booking pages and video meetings without a second tool.
Owners and managers
See the pipeline and each person's work without asking for a report.
Questions about Nano CRM
Is there a free plan?
Yes. Nano CRM has a free plan for small teams; paid plans add quotes, products, connected mailboxes and more.
Does email go out from our own address?
Yes. Each person connects their own mailbox, and email is sent from it, so replies come straight back to them.
Can we bring our existing data?
Yes. Import leads, contacts and products from CSV or Excel.
Can each salesperson see only their own deals?
Yes. Roles and permissions decide who sees and edits what.
Stop losing deals to forgotten follow-ups.
Start on the free plan, or talk to us about how your team sells today.
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