Help articles

Step-by-step guides for setup and daily use. Each article is also indexed inside the app.

• Your free allowance, and what happens when it runs out

  Call recording, WhatsApp outreach and cold email include 100 free units each on the free plan. Here's how the allowance works and what changes when you upgrade.

• How billing and users work

  What you pay for, how seats are counted, what the free plan includes, and what happens when you add or remove people.

• How to run a cold email campaign

  Set up a sending domain, build a sequence, enrol contacts and handle replies — cold email outreach from inside NerdCRM.

• How to set up WhatsApp outreach

  Connect a Meta WhatsApp Business number, sync templates, run campaigns and use the shared inbox inside the 24-hour window.

• How to build your first sales pipeline

  Create a Kanban-style sales pipeline in NerdCRM with named stages, probabilities, and per-stage automation. Recommended templates for phone-heavy teams.

• How to import contacts from a CSV

  Bulk-import contacts into NerdCRM with the built-in CSV importer. Field mapping, duplicate handling, and tips for clean data.

• How to set up call recording with MicroSIP

  Step-by-step guide to install MicroSIP and the NerdCRM recorder agent on Windows so your calls auto-link to deals.