The 5 Best No-Code CRM Software

A customer relationship management (CRM) system is an essential tool for any business that has to handle multiple customers, leads, and accounts. However, finding a CRM that fits exactly what your business needs can be overwhelming, and it’s not always feasible for smaller companies or businesses with limited resources and tight deadlines to build their own.

This is where no-code CRM software comes in. With a no-code or low-code platform, businesses don’t need to worry about building, testing, and deploying a custom-built CRM. Rather, they can take advantage of preexisting software while still tailoring it to fit their exact requirements.

In this blog post, we’ll take a closer look at no-code CRM software, including its benefits, a few of our top choices, and how no-code platforms like monday CRM can help you work more productively and efficiently.

What is no-code CRM software?

No-code CRM solutions offer businesses the opportunity to customize a CRM platform to their liking without any coding needed. With coded platforms, developers need to spend time tailoring a solution to fit their company. No-code solutions rely on visual interfaces and pre-made features to allow users with no coding knowledge to build a platform that fits their needs.

Most no-code CRM platforms rely on a visual drag-and-drop interface where users point and click to customize templates. In addition, some no-code CRM software also enables their users to implement and control automations, workflows, rules, and integrations in just a few clicks.

With a no-code CRM tool, businesses can focus more of their energy and resources on establishing meaningful customer relationships rather than on building their customer relationship management tool.

The benefits of using no-code CRM software

It may seem tempting to create your own CRM that fits all your company’s needs exactly, but no-code options can still offer the flexibility and personalization that you need without the added overhead and time investment. Here’s a look at some of the advantages of opting for a no or low-code CRM solution:

• Customizable: No-code CRMs give you the best of both off-the-shelf and coded solutions where you’re free to customize an existing platform to your liking so that you can make sure the CRM you use aligns with your workflows
• Scalability: A no-code CRM that’s customizable is also scalable as your business grows and can accommodate more users and potential customers as well as new integrations and functionalities
• Integration options: For businesses already relying on different work tools to manage their database and workflows, a no-code CRM helps you easily integrate third-party tools into the platform so that data and automations can flow freely
• Cost-effective: No-code solutions are less costly since it takes less time, effort, and manpower to build a solution from scratch, allowing your company to reinvest this time and budget toward more creative and growth-oriented goals
• Quick implementation: Adopting a no-code CRM will help you get started a lot quicker than if you had to build it yourself, while the drag-and-drop style of many of these types of systems is also quick to learn making widespread adoption within your team easier

Features to look for in no-code software

When shopping around for a no or low-code CRM platform, look for features that are going to enhance usability and help you simplify workflows without requiring any technical skills. Here are some key features to put on your “must-have” list:

• Drag-and-drop interface: A visual interface makes customization simpler, allowing you to rearrange fields, forms, and widgets to your liking
• Automated workflows: No-code CRM automations that you can build in seconds can help you reduce repetitive tasks, freeing up more time for your team
• Integrations: By integrating more of the tools you already use for communication, data tracking, emails, or others, you can ensure data flows smoothly across apps
• AI assistance: AI-powered suggestions or automations can make business processes even quicker, improving productivity without adding effort
• Customizable fields and modules: Look for a CRM where you can add and organize custom fields in boards, reports, and workflows so that it can be tailored to your needs

5 best no-code CRM software

Many CRM platforms out there require varying degrees of technical skills. If your goal is to get started quickly with a simple CRM without fidgeting with coding, here are a few platforms we recommend considering.

1. monday CRM

With monday CRM, you can create your ideal platform that encompasses all the features and capabilities you’ll need for managing clients, sales, and accounts. With monday CRM, you can manage your contacts, track sales, and customize hundreds of templates to tailor the platform to suit you.

Key monday CRM features

• One-click automations: Automate repetitive and manual work with monday CRM’s no-code automations and get instant updates, notifications, and reminders
• monday AI: Clear up more time to sell with monday CRM’s built-in AI features that help you compose emails and forecast deals
• Integrations: With over 200 apps and integrations to choose from, you can instantly combine all your workflows in one platform without any coding knowledge

monday CRM pricing

• Starting from $12/seat/month
• Four plans to choose from: Basic, Standard, Pro, and Enterprise
• Free trial available
• Learn more about monday CRM plans and pricing here
  

2. Pipedrive

Pipedrive empowers users to create custom sales pipelines without any technical knowledge. With a no-code interface, users can quickly set up a CRM to help manage leads, organize contacts, and track deals as they move through a pipeline.

Key Pipedrive features

• No-code pipeline customization: Quickly adjust your sales pipeline stages, structure, and customize different fields using drag-and-drop functionality
• Automated sales workflows: With no-code automations, Pipedrive allows you to manage repetitive tasks like follow-up emails or moving deals through the pipeline
• Customizable reports: Generate sales reports tailored to your needs without any coding to help track progress and sales performance

Pipedrive pricing

• Starting from $14/seat/month
• Five plans to choose from: Essential, Advanced, Professional, Power, and Enterprise
• Free trial available
• Learn more about Pipedrive’s plans and pricing here

3. Zoho CRM

Zoho CRM offers a customizable solution that doesn’t require any coding and can be adapted to diverse business needs. With drag-and-drop tools, users can customize workflows, automate tasks, and create unique modules to manage customer interactions and sales procedures without any technical skills.

Key Zoho CRM features

• Sales automation: Automate deal tracking, contact management, marketing tasks, workflows, and more without coding
• Zia AI: Zoho CRM’s AI feature, Zia, allows users to take notes, predict sales outcomes, automate tasks, and more all without any technical know-how
• Customization tools: Build your own forms, work processes, data conditions, and business-logic functions with low-code scripting to get the CRM you want

Zoho CRM pricing

• Starting from $14/user/month
• Five plans to choose from: Standard, Professional, Enterprise, and Ultimate
• Free trial available
• Learn more about Zoho CRM’s plans and pricing here

4. Airtable

Combining the simplicity of a spreadsheet with the power of a CRM, Airtable offers a no-code platform for teams to organize and manage customer data. With a flexible design, users can build custom workflows with a visual builder, from tracking contacts to managing sales, all without any coding skills.

Key Airtable features

• Airtable Cobuilder: Drag-and-drop to build custom apps for your CRM so that you can connect and visualize data and create personal experiences
• No-code automations and triggers: Set up reminders, updates, and notifications based on triggers you determine to simplify routine tasks
• Airtable AI: Instantly create apps and automations with Airtable AI, making it even quicker to customize your platform without any coding

Airtable pricing

• Starting from $20/seat/month
• Four plans to choose from: Free, Team, Business, and Enterprise Scale
• Free plan available
• Learn more about Airtable pricing here

5. Insightly

As a powerful CRM with many no-code tools, Insightly empowers users to set up tailored workflows to manage projects and handle customer data seamlessly. Insightly is ideal for businesses that want to streamline sales and project management without any coding whatsoever.

Key Insightly features

• No-code workflow automation: Set up automated workflows to handle follow-ups, updates, and milestones without any coding
• Integration capabilities: No-code integrations with popular business tools make it simple to consolidate workflows and processes
• Customizable dashboards: Tailor your dashboards to your team’s needs so that you can view real-time data and track customers without any coding

Insightly pricing

• Starting from $29/user/month
• Three plans to choose from: Plus, Professional, and Enterprise
• Free plan available
• Learn more about Insightly pricing here

Instantly build a custom no-code CRM with monday CRM

monday CRM is a powerful platform that allows users to entirely customize their experience from the smallest details. As a no-code platform, monday CRM makes it easy for anyone of any technical background to get the hang of using and personalizing the software. Whether you’re looking for a CRM for a small business or a larger enterprise, monday CRM can be customized to fit any workflow.

We’ve looked at a few of the core no-code monday CRM features above, but there are many other factors that make it a great choice for teams looking for a CRM that doesn’t require any coding. Let’s take a brief look at some additional standout monday CRM features:

• Create complex formulas for sales pipeline reporting using your own words and monday CRM’s AI will turn it into code for you
• Edit sales funnel stages, columns, and pipelines on your boards by simply dragging and dropping
• Automatically assign leads to reps, automate reminders, and get notified when a lead opens an email with no-code automations

• Integrate all your emails and communications with contacts in one place to keep track of interactions
• Get detailed reports and insights into closed deals and those in the pipeline and automate them to track employee performance
• Track customers, leads, and deals at any time and from anywhere with a mobile app

• Create custom content for every step of your sales cycle for teams to refer to
• Instantly create and share summaries from call transcripts and meeting notes

CRMs with all the functionality, none of the coding

Opting for a no-code CRM is one of the best ways to benefit from the software without having to spend extra time and effort on building your own platform. With software like monday CRM, you can get the best of both worlds by getting started instantly while customizing the platform to your liking. This way, you still get a custom CRM that fits your unique workflows without any behind-the-scenes coding.