NerdCRM

NerdCRM

Nerddevs
+
+

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About

NerdCRM is a cloud CRM for small, phone-led sales teams in recruiting, education admissions, coaching, real estate, agencies and BPOs. It organizes contacts, companies, deals and sales pipelines, and records calls made through MicroSIP on Windows or Nerd Dial on Mac, linking recordings to matching contacts and deals by phone number. Teams can review daily call activity, manage follow-ups and payments, and use sales, account-manager and Smart Reports. WhatsApp template campaigns, a shared inbox, automatic opt-outs and email sequences connect outreach with CRM records. The optional AI Call Analysis add-on transcribes Bangla and English calls, scores six buying signals and suggests whether to qualify, nurture, call again or disqualify a lead. NerdCRM also supports CSV data import and export, Facebook Ads lead imports, webhooks and API access.

About

Instantly see your totals for all your different account types and dig in to check the balances of any account you want. Track your short-term and long-term changes by account type to see your progress in cash, investments, property value and more. Get a complete view of your income, bills and transactions in one place. NerdWallet helps you know how much you have — and exactly how you’re spending it. Discover the insights you need to make the most of your money. Start with the big picture and see all your financial accounts on one screen. Or zoom in on the details of your cash flow, expenses, credit score and net worth. Plus, get Nerd-approved tips to build it all. Learn ways to keep building – whether it’s increasing your credit utilization or paying your bills earlier, and more. Discover ways to optimize your spending and see when something’s off.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small sales teams that sell by phone: EdTech and coaching admissions, recruiters, real estate, agencies, and BPOs.

Audience

Businesses searching for a Personal Finance solution to track money and credit

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$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
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 2.5 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.0 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • It is easy to use and navigate. It is an almost satisfactory replacement of Mint. If you’re looking for one place to combine your financial life in one place, NerdWallet deserves your attention. I’m not going to tell you its features, you can easily find that info by doing a web search. It uses Plaid as its banking API. In my experience, Plaid is more reliable the Empower’s Yodlee API. I also use Empower.
  • NEVER GIVE NERDWALLET YOUR PERSONAL INFORMATION!!!! I went on NerdWallet looking for a bank to refinance my car. I got flooded with calls texts and emails from banks I never heard of. All of them were ridiculous offers and the calls were relentless. They did so many credit checks that it had a major impact on my credit score.

Cons

  • NerdWallet has pretty much stopped supporting its Desktop version in favor of its app. The app is fine but you’re reading on your phone, not a desktop. Data updates at a reasonable cadence except for the credit reporting function. I think many credit bureaus report daily (Nerd uses TransUnion) but the account balances in the Credit Report can be 2 months old or more. I don’t know of a single financial institution that doesn’t report to the three credit bureaus at least monthly so there is something going on there. Nerd gets its credit scores from TransUnion. My score is always way higher than the score lenders use, sometimes by as much as 60 points so I take my Nerd score with a huge grain of salt. This is just NerdWallet using the feed from TransUnion feed. I do wish they would offer access to the kind of reporting a lender uses, especially since they promote all kinds of financial products on their website. The website appeal is rather humdrum. Empower’s site is much better in this regard. iI prefer its tools. It also has better tools and its customer support is better.
  • I went on NerdWallet looking for a bank to refinance my car. I got flooded with calls texts and emails from banks I never heard of.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Nerddevs
Founded: 2015
Bangladesh
getnerdcrm.com

Company Information

NerdWallet
United States
www.nerdwallet.com/l/nerdwallet-app

Alternatives

Alternatives

NerdPal

NerdPal

SnapXam
Kudos

Kudos

Kudos Technologies
Apollo

Apollo

Apollo.io

Categories

CRM Supported

Categories

Personal Finance Supported

Integrations

Facebook Ads Supported
MicroSIP Supported
WhatsApp Supported

Integrations

Facebook Ads Not Supported
MicroSIP Not Supported
WhatsApp Not Supported
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