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Guides, tutorials and answers for your Nimbus CRM workspace.

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Set up your workspace in minutes.

Capture, assign and convert leads.

Send professional documents to customers.

Connect IndiaMART, WhatsApp, and more.

Subscriptions, coupons and payment methods.

Most popular

Importing leads via CSV
Bulk-add leads from a spreadsheet.
Connecting IndiaMART leads
Auto-import leads from your IndiaMART PNS webhook.
Adding team members
Invite employees and assign roles.
Welcome to Nimbus CRM
A quick tour of the main pieces of the platform.
Creating your first quotation
Build a professional quote with line items and GST.
Duplicate detection & round-robin
Never call the same person twice.

Recently added

Understanding grandfathered pricing
When plan prices change, existing customers keep their rate.
Using the REST API
Automate anything with the /api/v1 endpoints.
Setting up WhatsApp (WATI / AiSensy)
Send follow-ups over WhatsApp using your existing account.
Connecting IndiaMART leads
Auto-import leads from your IndiaMART PNS webhook.
Creating your first quotation
Build a professional quote with line items and GST.
Duplicate detection & round-robin
Never call the same person twice.