User Settings · Notifications inside & outside the app

Help Center

If you can't find the answer to your question here, please ask your question to our support team at support@youdontneedacrm.com

Notifications inside & outside the app

Notifications are very important to make sure you don't forget to follow-up on your leads and know when somebody interacts with you or one of your leads.

Inside no crm.io there's a Notification Center which will notify users as soon as:

  • a reminder wakes up
  • someone comments on a lead or post-sales tasks that belongs to you
  • someone commented on a lead or a post-sales tasks you are related to
  • someone assigns you a new lead

You can mark your notifications as read at all times. If you don't see it inside the app, 5 min later you will receive an e-mail notification with the information.

But there's more.

Every user can define the notifications they wish to receive also outside the app: either by e-mail, on their phone, or directly on their browser.

Go to your User Settings, and you'll be able to set up the notifications you wish. Such as:

  • The frequency of your "business digest",
  • The frequency of your "admin digest", if your are an admin of course.

By e-mail, on your phone or directly on your browser

Also define notifications by e-mail, on your phone or directly on your browser, such as:

  • The morning Briefing: know exactly what you need to manage during the day
  • An alert 15 minutes before the scheduled reminder
  • An alert when someone comments your leads
  • An alert when someone assigns you a lead
  • An alert when someone assigns you several leads at once
  • An alert when someone assigns you a post-sales process or a single post-sales task (the latter in the Expert Edition only)
  • An alert when someone writes a comment on a lead that belongs to you or that you've commented on
  • An alert when someone assigns you a prospecting list

⚠️ Specificities regarding Browser Notifications

  • Browser notifications are only available for Chrome, Firefox, Opera and all browsers built on Chrome
  • Browser notifications do not work on IE11, Edge and Safari (!)
  • You'll need to activate them manually, directly from your user preferences or when you set a reminder for a next action (Standby)
  • If you log into your account from a different computer or browser, you'll have to accept browser notifications again

But that's not all! You can also define Time Settings, such as:

  • When the week starts
  • When you set a reminder, it's automatically set on the day after, 2 days after, etc...
  • The date format (UK, US,..)...