Help articles

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

• 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.