Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Monarch Money Reviews & Ratings
    139,855 Ratings
    Company Website
  • Melio Reviews & Ratings
    2,212 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    802 Ratings
    Company Website
  • Smoobu Reviews & Ratings
    209 Ratings
    Company Website
  • Chime Workplace Reviews & Ratings
    8 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    28 Ratings
  • Wash-Dry-Fold POS Reviews & Ratings
    127 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    408 Ratings
    Company Website
  • Park With Us Reviews & Ratings
    35 Ratings
    Company Website

What is NerdWallet?

Easily check the balances of your various account types while getting a snapshot of your total finances at a glance. You can track both short-term and long-term financial shifts by each account category, allowing you to assess your growth in cash savings, investments, real estate, and more. With all your income, expenses, and transactions presented in one streamlined interface, you can accurately gauge your financial situation and understand how your funds are being distributed. NerdWallet empowers you with essential insights that can help you optimize your financial health. Begin by reviewing the overall picture of your finances on a single screen, or take a closer look at specific areas such as cash flow, spending patterns, credit score, and net worth. Additionally, you'll receive expert advice from NerdWallet to promote better financial practices. Delve into methods for ongoing improvement, such as enhancing your credit utilization ratio or paying your bills ahead of schedule. Furthermore, you can pinpoint areas to refine your spending habits and detect any irregularities, ensuring you maintain a more stable financial future while striving for continuous growth.

What is NerdCRM?

NerdCRM is a cloud-based customer relationship management solution crafted specifically for small sales teams that primarily use phone communication across various sectors, including recruiting, education admissions, coaching, real estate, agencies, and business process outsourcing. This tool adeptly organizes essential information such as contacts, companies, deals, and sales pipelines, while also enabling the recording of calls made through MicroSIP on Windows or Nerd Dial on Mac, effectively associating these recordings with the relevant contacts and deals based on their phone numbers. Teams can proficiently track daily call activities, manage follow-ups and payments, and utilize a variety of reports—including sales reports, account-manager reports, and Smart Reports—to elevate their performance and decision-making. Moreover, features like WhatsApp template campaigns, a collaborative inbox, automatic opt-outs, and email sequences effectively connect outreach initiatives with CRM records, streamlining communication efforts. The optional AI Call Analysis add-on enhances functionality by transcribing calls in both Bangla and English, assessing six critical buying signals, and delivering insights on whether to qualify, nurture, call again, or disqualify a lead, further refining the sales process. Additionally, NerdCRM allows users to import and export data via CSV, integrates seamlessly with Facebook Ads leads, and provides webhooks and API access for advanced customization, ensuring that the system can be adapted to meet specific user needs. By empowering teams with these extensive features, NerdCRM not only boosts sales strategies but also fosters a significant increase in overall productivity and efficiency within the organization. This comprehensive approach ensures that all aspects of the sales process are interconnected and optimized for success.

Media

Media

No images available

Integrations Supported

Integrations Supported

Facebook Ads
MicroSIP
WhatsApp

API Availability

API Availability

Has API

Pricing Information

Free
Free Version

Pricing Information

$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 Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

NerdWallet

Company Location

United States

Company Website

www.nerdwallet.com/l/nerdwallet-app

Company Facts

Organization Name

Nerddevs

Date Founded

2015

Company Location

Bangladesh

Company Website

getnerdcrm.com

Categories and Features

Personal Finance

Not specified

Categories and Features

CRM

Not specified

Popular Alternatives

Popular Alternatives

NerdPal Reviews & Ratings

NerdPal

SnapXam
Kudos Reviews & Ratings

Kudos

Kudos Technologies
Apollo Reviews & Ratings

Apollo

Apollo.io