The CRM for sales teams that live on the phone

If your day looks like this — five tabs, a softphone, a notebook of callbacks, and a CRM you only update on Fridays — you are who NerdCRM is built for.

The problem

Most CRMs are built for sales teams that send emails. The “deal” is an email thread, the “activity” is a meeting, and call recording is either missing or buried behind a $30/seat add-on.

Phone-heavy teams have the opposite shape. The deal is a sequence of calls, the activity is a callback, and the recording is the actual asset that matters — but it is rarely heard again because nobody can find it three days later.

How NerdCRM solves it

• Auto-linked call recordings. A free Windows MicroSIP agent uploads every recording directly to S3 via a presigned URL. The server matches the call’s phone number against your contacts and deals and attaches the recording to whichever record matches. No manual tagging, no spreadsheets.
• Kanban pipeline that updates by activity, not by hand. Logging a call moves the deal forward; you do not need to drag cards around to keep the board honest.
• KAM-level reports in the box. Every plan ships with a key-account-manager report that breaks pipeline, calls, and revenue down by KAM and by sales rep.
• $4/user/month, flat. Less than half of Zoho Bigin starter ($9/seat). Bigin does not include call recording at any tier.

Who this is for

• Recruitment agencies
• Marketing and advertising agencies
• EdTech admissions teams
• Real estate brokerages
• BPOs and outbound contact centers
• Any small sales team where the phone is the primary channel

If your team’s value comes from the conversation, not the email thread, NerdCRM is the right fit.