NoCRM.io.

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

Supported tools and triggers

Each tool is a typed function your agent can call. Each trigger fires an agent run when something changes upstream.

Add a tag to a lead

Tool to add a tag to a lead. Use when you need to assign one or more tags to a specified lead via noCRM.io.

TOOL

Append to lead's description

Tool to append text to the lead's description. Use when you need to add context incrementally without overwriting. Example: Append 'Left voicemail' to lead 1234.

TOOL

Assign Lead to User

Tool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.

TOOL

Change lead status standby

Tool to change a lead's status to 'StandBy'. Use when scheduling follow-up after determining the next contact should occur in a set number of days.

TOOL

Change Lead Status to Cancelled

Tool to change a lead's status to 'Cancelled'. Use after confirming no further follow-up is needed and the lead should be marked as cancelled.

TOOL

Create Lead

Tool to create a new lead. Use when adding a fresh prospect to your pipeline via noCRM.io. Example: Create a lead titled 'ACME Corp' assigned to a user.

TOOL

Delete Lead

Tool to delete a lead. Use when you need to permanently remove a specific lead after verifying it is no longer needed.

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Duplicate Lead

Tool to duplicate a lead. Use when cloning an existing lead into a new step without overwriting original.

TOOL

List All Teams

Tool to retrieve all teams. Use when you need to fetch every team and its members from noCRM.io.

TOOL