User Guides
Getting started
Welcome to Nimbus
A quick tour of the main areas of Nimbus CRM.
Nimbus keeps every customer conversation, deal and contact in one place. This guide walks you round the main screens.
The main menu
| Area | What it's for |
|---|---|
| Contacts | People and companies you work with |
| Deals | Your sales pipeline, from lead to won |
| Inbox | Shared email and chat with customers |
| Reports | Pipeline and activity dashboards |
Your first five minutes
- Create your account and invite your team.
- Import your existing contacts from a spreadsheet.
- Set up your first pipeline under Deals → Pipelines.
Tip Press <kbd>/</kbd> anywhere in Nimbus to jump straight to search.