{
 "schema_version": "1.0",
 "id": "nocrm",
 "name": "noCRM",
 "research_status": "researched",
 "vendor_domain": "nocrm.io",
 "category": "Sales & CRM",
 "task": "Sales outreach, leads & CRM",
 "summary": "Action-driven sales tool from France's Positive Group: every lead carries a next step instead of a form to fill in. 15-day trial, no free plan.",
 "best_for": "solo sellers, small outbound teams and telesales operations that want a list of leads each carrying a next step, rather than a CRM to configure — and European buyers who care that it is built and hosted in the EU, ISO 27001 certified and billed in euros",
 "skip_if": "you want email to live inside the tool without paying for the top tier, because Starter and Expert are BCC-only; you need WhatsApp, VoIP dialling or call recording, all of which are Dream-only; you are running a team and expected roles, permissions and performance reports below €33 a user a month; or you wanted a free plan rather than a 15-day trial",
 "honest_knock": "The pitch is that salespeople hate CRMs, and the answer is a tool built around the next action rather than the form. What the plan table shows is that almost everything a sales team needs to work that way sits on the top tier. Two-way email sync is Dream at €33 a user; on Starter and on Expert, email is BCC only, which means you copy noCRM on outgoing mail and read replies elsewhere. WhatsApp lead creation and conversation sync are Dream. The VoIP integrations the homepage leads with — CloudTalk, JustCall, Aircall, power dialling, call recording, transcripts — are Dream. Roles and permissions, lead assignment, team goal tracking and team performance reports are Dream. Internal automations are Dream. noCRM's own FAQ calls Expert \"the best fit for most teams\", and Expert has no team management in it at all. So the honest way to read the ladder is that Starter and Expert are versions for one person — a lead list with follow-ups, and then the same thing without the caps — while the product the marketing describes starts at €33 a user a month on annual billing, or €39 monthly. That is three times the entry price, and it is the number to budget from if more than one person is selling. Two smaller things. Starter is restricted to new customers, so it is not a tier you can fall back to when a year on Expert turns out to be more than you needed. And there is no free plan behind the trial: 15 days, or 30 if you hand over a card first.",
 "pricing": {
  "status": "public",
  "entry_price": "€11",
  "entry_price_terms": "Starter · per user per month on annual billing",
  "from_price_usd_month": null,
  "plans": [
   {
    "name": "Starter",
    "price": "€11/user/month billed annually, €19/user/month billed monthly",
    "includes": "500 leads in one pipeline, quick lead capture, prospecting lists, duplicate detection, categories and tags, up to 4 custom fields, smart follow-ups, calendar sync, mobile app, customisable call scripts, 5,000 emails a month, BCC-only email. New customers only."
   },
   {
    "name": "Expert",
    "price": "€22/user/month billed annually, €29/user/month billed monthly",
    "includes": "Adds unlimited leads and pipelines, unlimited custom fields, quotes and invoices, post-sales tasks, quick custom actions, 3,000+ Zapier automations, API access at 2,000 requests a day, standard webhooks and limited native integrations. Email is still BCC only."
   },
   {
    "name": "Dream",
    "price": "€33/user/month billed annually, €39/user/month billed monthly",
    "includes": "Adds two-way email sync with templates, shared inboxes and email tracking; WhatsApp lead creation and conversation sync; VoIP integrations with CloudTalk, JustCall and Aircall including power dialling, call recording and transcripts; internal automations; roles and permissions, team goal tracking and performance reports; unlimited native integrations; priority support and personalised onboarding from five users."
   }
  ],
  "plans_source": "hand-curated from the vendor's pricing page",
  "notes": "(read 9 September 2026 and re-read 14 October 2026 on www.nocrm.io/pricing, in both billing modes; unchanged) Three per-seat tiers and no free plan. The page opens on annual billing, where Starter is €11, Expert €22 and Dream €33 per user a month; switch the toggle to monthly and the same tiers are €19, €29 and €39. That makes the annual saving 42% on Starter, 24% on Expert and 15% on Dream, so the \"save up to 40%\" badge is carried entirely by the cheapest tier. Starter is capped at 500 leads in a single pipeline with at most four custom fields, and it is sold to new customers only. Every tier includes 5,000 emails a month and all users on one account must sit on the same plan. There is no free tier: a 15-day trial runs without a credit card, or 30 days if you add one, and the account is paused rather than downgraded when it ends. Checkout is through Stripe, and 20% VAT is added for French companies and for EU businesses without a valid VAT number. One thing to read twice — in the annual view the Starter card reads €11/user/year while the comparison table directly beneath it reads €11/user/month for the same plan. The month is the correct one: it is what the page's own plan data carries for every other tier and what the monthly figure of €19 is measured against.",
  "verified_at": "2026-10-14",
  "source_url": "https://www.nocrm.io/pricing",
  "schema_offer": {
   "price": 11.0,
   "currency": "EUR",
   "description": "Starter, per user per month on annual billing; €19 per user a month billed monthly. Expert €22 annual / €29 monthly, Dream €33 annual / €39 monthly. No free plan — a 15-day trial without a card, 30 days if you add one. French companies and EU businesses without a valid VAT number pay 20% VAT on top.. Read on the vendor's own pricing page on 2026-10-14.",
   "page": "https://marketingandsalessoftware.com/nocrm-review.html"
  },
  "source_quotes": [
   {
    "field": "free_trial",
    "plan": null,
    "quote": "15-day free trial (no credit card required)",
    "source_url": "https://www.nocrm.io/pricing",
    "read_on": "2026-10-23"
   }
  ]
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "The page opens on annual billing, where Starter is €11, Expert €22 and Dream €33 per user a month; switch the toggle to monthly and the same tiers are €19, €29 and €39.",
   "verified_at": "2026-10-14",
   "source_url": "https://www.nocrm.io/pricing"
  },
  {
   "id": "annual_lock",
   "label": "Annual commitment",
   "evidence": "The page opens on annual billing, where Starter is €11, Expert €22 and Dream €33 per user a month; switch the toggle to monthly and the same tiers are €19, €29 and €39.",
   "verified_at": "2026-10-14",
   "source_url": "https://www.nocrm.io/pricing"
  }
 ],
 "compare_with": {
  "name": "HubSpot",
  "why": "the comparison most people arrive with, and the split is free against focused. HubSpot's CRM is free for up to two users and 1,000 contacts and grows into marketing, service and content hubs on the same contact database; noCRM has no free tier and no ambition to be those things. What you buy here is a narrower product — a pipeline, a next action on every lead, and follow-up reminders — with a per-seat price from €11 to €33 a month on annual billing. If nobody on the team will ever configure a CRM, that narrowness is the feature. If you want marketing automation in the same place, this is the wrong tool and the Positive group sells that separately."
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/nocrm.json",
  "review": "https://marketingandsalessoftware.com/nocrm-review.html",
  "marketplace": "https://aibuildermarketplace.com/marketplace/nocrm/",
  "vendor_site": "https://nocrm.io"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://www.nocrm.io/?red=aibuil",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "available",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": {
   "currency": "EUR",
   "unit": "user",
   "axis": "users",
   "plans": [
    {
     "id": "starter",
     "name": "Starter",
     "model": "per_unit",
     "annual_month": 11,
     "monthly": 19,
     "new_customers_only": true,
     "evidence": "Starter is €11, Expert €22 and Dream €33 per user a month; switch the toggle to monthly and the same tiers are €19, €29 and €39"
    },
    {
     "id": "expert",
     "name": "Expert",
     "model": "per_unit",
     "annual_month": 22,
     "monthly": 29,
     "evidence": "Starter is €11, Expert €22 and Dream €33 per user a month; switch the toggle to monthly and the same tiers are €19, €29 and €39"
    },
    {
     "id": "dream",
     "name": "Dream",
     "model": "per_unit",
     "annual_month": 33,
     "monthly": 39,
     "evidence": "Starter is €11, Expert €22 and Dream €33 per user a month; switch the toggle to monthly and the same tiers are €19, €29 and €39"
    }
   ],
   "notes": [
    "All users on one account must sit on the same plan.",
    "20% VAT is added for French companies and for EU businesses without a valid VAT number."
   ],
   "rules_verified_at": "2026-10-14"
  },
  "growth": {
   "annual": {
    "product_id": "nocrm",
    "currency": "EUR",
    "axis": "users",
    "unit": "user",
    "billing": "annual",
    "rows": [
     {
      "units": 1,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 11.0,
      "billed": {
       "amount": 132.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 11.0,
       "expert": 22.0,
       "dream": 33.0
      }
     },
     {
      "units": 2,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 22.0,
      "billed": {
       "amount": 264.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 22.0,
       "expert": 44.0,
       "dream": 66.0
      }
     },
     {
      "units": 3,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 33.0,
      "billed": {
       "amount": 396.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 33.0,
       "expert": 66.0,
       "dream": 99.0
      }
     },
     {
      "units": 5,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 55.0,
      "billed": {
       "amount": 660.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 55.0,
       "expert": 110.0,
       "dream": 165.0
      }
     },
     {
      "units": 10,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 110.0,
      "billed": {
       "amount": 1320.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 110.0,
       "expert": 220.0,
       "dream": 330.0
      }
     },
     {
      "units": 15,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 165.0,
      "billed": {
       "amount": 1980.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 165.0,
       "expert": 330.0,
       "dream": 495.0
      }
     },
     {
      "units": 20,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 220.0,
      "billed": {
       "amount": 2640.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 220.0,
       "expert": 440.0,
       "dream": 660.0
      }
     },
     {
      "units": 25,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 275.0,
      "billed": {
       "amount": 3300.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 275.0,
       "expert": 550.0,
       "dream": 825.0
      }
     },
     {
      "units": 50,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 550.0,
      "billed": {
       "amount": 6600.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 550.0,
       "expert": 1100.0,
       "dream": 1650.0
      }
     },
     {
      "units": 100,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 1100.0,
      "billed": {
       "amount": 13200.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "starter": 1100.0,
       "expert": 2200.0,
       "dream": 3300.0
      }
     }
    ],
    "switch_points": [],
    "conflicts": [],
    "unknowns": [],
    "measured": [
     {
      "claim": "\"(no credit card required)\"",
      "claim_source": "https://www.nocrm.io/pricing",
      "claim_read_on": "2026-10-21",
      "observed": "We used the account for leads, next actions and pipeline steps without giving a card. The app offered to extend the trial to 30 days if we entered payment details that day; we declined.",
      "observed_on": "2026-10-23",
      "evidence": {
       "label": "Our test observations",
       "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
      },
      "plan": "Trial, no integrations",
      "comparability": "Same quantity: the card requirement at sign-up.",
      "status": "confirmed",
      "buying_consequence": "You can test without a card. Providing payment details was offered as a way to extend the trial to 30 days; we declined.",
      "buyer_direction": null,
      "claim_changed_on": null,
      "status_label": "Confirmed",
      "review_url": "https://marketingandsalessoftware.com/nocrm-review.html"
     },
     {
      "claim": "\"15-day free trial\"",
      "claim_source": "https://www.nocrm.io/pricing",
      "claim_read_on": "2026-10-21",
      "observed": "We saw an offer of 30 rather than 15 days in exchange for payment details, but did not record the trial end date.",
      "observed_on": "2026-10-23",
      "evidence": {
       "label": "Our test observations",
       "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
      },
      "plan": "Trial, no integrations",
      "comparability": "Trial length was not read in the app.",
      "status": "not_testable",
      "buying_consequence": "Check the end date in your own account on day one.",
      "buyer_direction": null,
      "claim_changed_on": null,
      "status_label": "Not testable",
      "review_url": "https://marketingandsalessoftware.com/nocrm-review.html"
     }
    ]
   },
   "monthly": {
    "product_id": "nocrm",
    "currency": "EUR",
    "axis": "users",
    "unit": "user",
    "billing": "monthly",
    "rows": [
     {
      "units": 1,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 19.0,
      "billed": {
       "amount": 19.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 19.0,
       "expert": 29.0,
       "dream": 39.0
      }
     },
     {
      "units": 2,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 38.0,
      "billed": {
       "amount": 38.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 38.0,
       "expert": 58.0,
       "dream": 78.0
      }
     },
     {
      "units": 3,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 57.0,
      "billed": {
       "amount": 57.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 57.0,
       "expert": 87.0,
       "dream": 117.0
      }
     },
     {
      "units": 5,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 95.0,
      "billed": {
       "amount": 95.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 95.0,
       "expert": 145.0,
       "dream": 195.0
      }
     },
     {
      "units": 10,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 190.0,
      "billed": {
       "amount": 190.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 190.0,
       "expert": 290.0,
       "dream": 390.0
      }
     },
     {
      "units": 15,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 285.0,
      "billed": {
       "amount": 285.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 285.0,
       "expert": 435.0,
       "dream": 585.0
      }
     },
     {
      "units": 20,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 380.0,
      "billed": {
       "amount": 380.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 380.0,
       "expert": 580.0,
       "dream": 780.0
      }
     },
     {
      "units": 25,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 475.0,
      "billed": {
       "amount": 475.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 475.0,
       "expert": 725.0,
       "dream": 975.0
      }
     },
     {
      "units": 50,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 950.0,
      "billed": {
       "amount": 950.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 950.0,
       "expert": 1450.0,
       "dream": 1950.0
      }
     },
     {
      "units": 100,
      "cheapest_plan": "starter",
      "cheapest_plan_name": "Starter",
      "total_month": 1900.0,
      "billed": {
       "amount": 1900.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "starter": 1900.0,
       "expert": 2900.0,
       "dream": 3900.0
      }
     }
    ],
    "switch_points": [],
    "conflicts": [],
    "unknowns": [],
    "measured": [
     {
      "claim": "\"(no credit card required)\"",
      "claim_source": "https://www.nocrm.io/pricing",
      "claim_read_on": "2026-10-21",
      "observed": "We used the account for leads, next actions and pipeline steps without giving a card. The app offered to extend the trial to 30 days if we entered payment details that day; we declined.",
      "observed_on": "2026-10-23",
      "evidence": {
       "label": "Our test observations",
       "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
      },
      "plan": "Trial, no integrations",
      "comparability": "Same quantity: the card requirement at sign-up.",
      "status": "confirmed",
      "buying_consequence": "You can test without a card. Providing payment details was offered as a way to extend the trial to 30 days; we declined.",
      "buyer_direction": null,
      "claim_changed_on": null,
      "status_label": "Confirmed",
      "review_url": "https://marketingandsalessoftware.com/nocrm-review.html"
     },
     {
      "claim": "\"15-day free trial\"",
      "claim_source": "https://www.nocrm.io/pricing",
      "claim_read_on": "2026-10-21",
      "observed": "We saw an offer of 30 rather than 15 days in exchange for payment details, but did not record the trial end date.",
      "observed_on": "2026-10-23",
      "evidence": {
       "label": "Our test observations",
       "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
      },
      "plan": "Trial, no integrations",
      "comparability": "Trial length was not read in the app.",
      "status": "not_testable",
      "buying_consequence": "Check the end date in your own account on day one.",
      "buyer_direction": null,
      "claim_changed_on": null,
      "status_label": "Not testable",
      "review_url": "https://marketingandsalessoftware.com/nocrm-review.html"
     }
    ]
   }
  }
 },
 "unknowns": [
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "Being verified: refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none."
 ],
 "verification": {
  "price": "read",
  "free_trial": "quoted",
  "refund": "being_verified"
 },
 "measured": {
  "tested_on": "2026-10-23",
  "tested_by": "Our team; actor, account and scope are documented in the review.",
  "review_url": "https://marketingandsalessoftware.com/nocrm-review.html",
  "method": [
   "Inspected the trial welcome screen",
   "Entered three leads manually",
   "Set a next action for each lead",
   "Moved the second lead into the quotation stage",
   "Attempted to add a duplicate of the first lead",
   "Examined email and higher-tier feature controls"
  ],
  "claims": [
   {
    "claim": "\"(no credit card required)\"",
    "claim_source": "https://www.nocrm.io/pricing",
    "claim_read_on": "2026-10-21",
    "observed": "We used the account for leads, next actions and pipeline steps without giving a card. The app offered to extend the trial to 30 days if we entered payment details that day; we declined.",
    "observed_on": "2026-10-23",
    "evidence": {
     "label": "Our test observations",
     "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
    },
    "plan": "Trial, no integrations",
    "comparability": "Same quantity: the card requirement at sign-up.",
    "status": "confirmed",
    "buying_consequence": "You can test without a card. Providing payment details was offered as a way to extend the trial to 30 days; we declined.",
    "buyer_direction": null,
    "claim_changed_on": null
   },
   {
    "claim": "\"15-day free trial\"",
    "claim_source": "https://www.nocrm.io/pricing",
    "claim_read_on": "2026-10-21",
    "observed": "We saw an offer of 30 rather than 15 days in exchange for payment details, but did not record the trial end date.",
    "observed_on": "2026-10-23",
    "evidence": {
     "label": "Our test observations",
     "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
    },
    "plan": "Trial, no integrations",
    "comparability": "Trial length was not read in the app.",
    "status": "not_testable",
    "buying_consequence": "Check the end date in your own account on day one.",
    "buyer_direction": null,
    "claim_changed_on": null
   }
  ],
  "exit_test": null,
  "facts": {
   "trial_requires_card": {
    "value": false,
    "basis": "We used the account for leads, next actions and pipeline steps without giving a card. The app offered to extend the trial to 30 days if we entered payment details that day; we declined.",
    "observed_on": "2026-10-23",
    "evidence_url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
   },
   "trial_duration_confirmed": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-23",
    "evidence_url": "https://marketingandsalessoftware.com/nocrm-review.html#hands-on"
   },
   "export_file_inspected": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-23",
    "evidence_url": "https://marketingandsalessoftware.com/nocrm-review.html#hands-on"
   },
   "export_reimport_tested": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-23",
    "evidence_url": "https://marketingandsalessoftware.com/nocrm-review.html#hands-on"
   },
   "export_direct_download": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-23",
    "evidence_url": "https://marketingandsalessoftware.com/nocrm-review.html#hands-on"
   }
  }
 },
 "task_evidence": {
  "structured_checks": [],
  "sessions": [
   {
    "source": "session",
    "product_name": "noCRM",
    "product_id": "nocrm",
    "run_date": "2026-10-23",
    "session_type": "hands_on",
    "what": "Tested by our team on 23 October 2026 during the free trial, without a card and without connecting a mailbox, calendar or WhatsApp: Daan created the account and our AI assistant ran the test in Daan's browser. We added three made-up leads, gave each a next action, moved one to the quotation step and typed a duplicate lead title without saving it.",
    "findings": [
     "The workspace worked straight away without any connection. A pop-up offered a 30-day trial instead of 15 days if we entered payment details that day; we declined. The welcome tour ('Let's create our first lead') came back on every page load, even with three leads in place.",
     "Three leads took about three minutes. The New lead form has a title, a contact block (first name, last name, phone and email as a text template), step, amount, probability, an expected closing date that defaults to tomorrow, and tags.",
     "All three leads got a next action, at 3 clicks plus text each. 'Set a reminder for the next action' takes a date (default tomorrow), an optional time and what you plan to do; the lead then shows 'You planned: 24/10/2026' and the list shows '1d'. An action due today needed another route: that lead stayed on To do and we added the action as a comment.",
     "Moving a lead to 'Quotation sent' with the arrow in the step bar left its next action in place: the pipeline step and the next action are separate.",
     "Typing an existing lead title in New lead showed '1 possible duplicate' with the reason 'Same title' before saving. The time in that warning was 2 hours off the time in the list, probably UTC against local time.",
     "Keyboard shortcuts fire when you type outside a text field: once an edit screen and once a New lead window opened. Nothing was saved.",
     "The 'New email' tab on a lead shows an invitation to connect a mailbox instead of an editor, so sending email from a lead needs that connection. The trial showed no limits per plan, so the app does not tell you which features sit above Starter."
    ],
    "not_tested": [
     "Mailbox, calendar or WhatsApp connections, and email from the lead",
     "Which features remain on Starter after the trial",
     "Prospecting lists, Excel import, business-card scanning and the mobile app",
     "Multiple users and lead assignment",
     "The exact trial length in the app (we did not note an end date)"
    ],
    "report": null,
    "disclosure": null,
    "evidence_status": null,
    "result": "reported",
    "note": "Findings as written up after the session; no pass/fail per task was scored.",
    "claim_checks": [
     {
      "claim": "\"(no credit card required)\"",
      "claim_source": "https://www.nocrm.io/pricing",
      "claim_read_on": "2026-10-21",
      "observed": "We used the account for leads, next actions and pipeline steps without giving a card. The app offered to extend the trial to 30 days if we entered payment details that day; we declined.",
      "observed_on": "2026-10-23",
      "evidence": {
       "label": "Our test observations",
       "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
      },
      "plan": "Trial, no integrations",
      "comparability": "Same quantity: the card requirement at sign-up.",
      "status": "confirmed",
      "buying_consequence": "You can test without a card. Providing payment details was offered as a way to extend the trial to 30 days; we declined.",
      "buyer_direction": null,
      "claim_changed_on": null
     },
     {
      "claim": "\"15-day free trial\"",
      "claim_source": "https://www.nocrm.io/pricing",
      "claim_read_on": "2026-10-21",
      "observed": "We saw an offer of 30 rather than 15 days in exchange for payment details, but did not record the trial end date.",
      "observed_on": "2026-10-23",
      "evidence": {
       "label": "Our test observations",
       "url": "https://marketingandsalessoftware.com/nocrm-review.html#claim-vs-measured"
      },
      "plan": "Trial, no integrations",
      "comparability": "Trial length was not read in the app.",
      "status": "not_testable",
      "buying_consequence": "Check the end date in your own account on day one.",
      "buyer_direction": null,
      "claim_changed_on": null
     }
    ],
    "claim_checks_note": "A vendor claim (quoted, with source and read date) set against what we observed in this session on the plan stated. status is confirmed, contradicted, not_comparable, not_testable or out_of_date; it is not a score of the product.",
    "in_catalog": true
   }
  ]
 },
 "open_questions": [
  {
   "question_id": "nocrm:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "nocrm:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "nocrm:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 },
 "task_scope": {
  "scope": "crm",
  "label": "CRM (contacts, deals and pipeline)",
  "why": "Action-driven sales tool from France's Positive Group: every lead carries a next step instead of a form to fill in.",
  "source": "our dossier",
  "phrases": [
   "crm",
   "a crm",
   "sales crm",
   "simple crm",
   "small business crm",
   "customer relationship management",
   "pipeline management",
   "track deals",
   "manage deals",
   "contact management"
  ]
 },
 "feature_evidence": {
  "features": {
   "automation": {
    "label": "Automations (workflows)",
    "phrases": [
     "automation",
     "automations",
     "marketing automation",
     "email automation",
     "email automations",
     "workflow automation",
     "sales automation",
     "automated workflows",
     "visual automations"
    ]
   },
   "deal_pipeline": {
    "label": "Deal pipeline",
    "phrases": [
     "pipeline",
     "sales pipeline",
     "deal pipeline",
     "visual pipeline",
     "pipeline view",
     "pipeline views"
    ]
   },
   "email_sync": {
    "label": "Email sync with your inbox",
    "phrases": [
     "email sync",
     "email synchronization",
     "email synchronisation",
     "two-way email sync",
     "2 way email sync",
     "inbox sync",
     "email integration"
    ]
   }
  },
  "evidence": [
   {
    "feature": "deal_pipeline",
    "plans": [
     "Starter",
     "Expert",
     "Dream"
    ],
    "quote": "Visual Pipeline",
    "context": "Comparison table: 1 pipeline on Starter ('500 leads in one pipeline'), unlimited on Expert and Dream.",
    "source": "https://www.nocrm.io/pricing",
    "read_on": "2026-10-07"
   },
   {
    "feature": "email_sync",
    "plans": [
     "Dream"
    ],
    "quote": "Email integration",
    "context": "Listed under Dream; the comparison table shows email synchronization as 'BCC Only' on Starter and Expert and '2 Way Sync' on Dream.",
    "source": "https://www.nocrm.io/pricing",
    "read_on": "2026-10-07"
   },
   {
    "feature": "automation",
    "plans": [
     "Dream"
    ],
    "quote": "Automations",
    "context": "Listed under Dream ('Everything in Expert, plus'). Smart follow-ups are on every plan, but internal automations are Dream.",
    "source": "https://www.nocrm.io/pricing",
    "read_on": "2026-10-07"
   }
  ],
  "note": "From the vendor's own pages, with plan, source and reading date. Documented by the vendor, not tested by us; our own tests are in task_evidence."
 }
}