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

  The free plan includes 100 call recordings, 100 WhatsApp messages and 300 outreach emails. 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, launch it to a tagged audience and handle replies in the Inbox, all 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, win chances, and won and lost stages. Starter 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: MicroSIP on Windows, Nerd Dial on Mac

  Step-by-step guide to record sales calls into NerdCRM: MicroSIP plus the recorder agent on Windows, or Nerd Dial, which uploads by itself, on an Apple Silicon Mac.