Help Center
Guides for NextCRM and Lora
A selection of guides from the NextCRM Help Center. Once you are signed in, the complete Help Center – and Lora – are available inside the app.
“connect WhatsApp” is typed into the Help Center search, the guides re-rank live and the WhatsApp Business setup guide opens into its five steps, which are checked off one by one.
Help Center
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Getting started
2 guides- Getting started: your first 30 minutes A short setup plan for new workspaces: Configuration with its nine steps, the readiness check, a 30-minute checklist, quick navigation, help and Lora. 9 min read
- Sign-in, password and email How to sign in with email and password or with Google/Microsoft, confirm your email with a 6-digit code, reset a forgotten password, change your password or sign-in email, add a password to a Google/Microsoft account, and what admins can do when you lost access to your email. 3 min read
Lora & AI
5 guides- AI configuration (platform AI vs your own key) Use the AI included in your plan or your own Gemini, OpenAI, Claude or Grok key (BYOK): where to get keys, how to test them and what happens when credits run out. 8 min read
- Lora assistant What Lora can do: answer questions, open pages, prepare leads, tasks, emails and more for your approval, read files, talk by voice and remember knowledge. 7 min read
- Training Lora (Feed & Seed) Teach Lora your products, prices and processes in Feed & Seed: add text or files, review states, the safety check, re-indexing and sharing anonymized insights. 6 min read
- Lora Today Your verified priorities of the day: which customers are waiting, which deals go quiet, which meetings to prepare - each with the evidence from your CRM and a next step you approve with one click. 5 min read
- Lora daily briefing Each workday morning Lora tells you what to focus on: hot leads, deals at risk, tasks, meetings, customers and messages waiting for a reply, with three recommended actions - as text, by email or spoken. 2 min read
Leads, funnels & forms
13 guides- Leads and pipeline Work with the Leads Board: create leads, drag them between stages, use the lead details tabs, mark deals as won or lost, filter the board and export leads. 12 min read
- Lead Inbox Why leads wait in the Lead Inbox when your active lead limit is reached, and how to activate, archive or delete them. 4 min read
- Importing leads (CSV/XLSX) Import contacts from a CSV, XLSX or JSON file: upload it, map the columns, check the preview, handle duplicates and roll back an import if needed. 6 min read
- Field sales app (scan cards & QR) Capture leads on the road and at trade fairs: scan business cards and QR codes, import contacts, note what was agreed and work offline. 4 min read
- Tasks (create, assign, files, comments) Create and assign tasks, set due dates and status, attach files, comment, filter and archive tasks, and let Lora create tasks for you. 6 min read
- Customers The Customers page lists all leads and accounts of your workspace in one searchable list. Learn how leads become customers, how to add, open and delete records. 3 min read
- Funnels and stages Create funnels (pipelines), add, rename, reorder and archive stages, set up won and lost stages, add custom fields, merge funnels and understand plan limits on funnels. 6 min read
- Customer success, NPS, renewals & forecast Track the health of your customers, get renewal reminders, send NPS surveys, run a referral program and see your revenue forecast and sales targets. 7 min read
- Web forms and embedding Build a lead capture form, send new leads straight into a funnel stage, embed it on your website with a secure iframe and protect it against spam. 7 min read
- Lead scoring & deal risk Every open lead gets a score from 0 to 100 that Lora learns from your won and lost deals, with the reasons behind it, plus warnings for deals that are going cold. 4 min read
- Products and quotes Keep a product catalog, create quotes on a lead with discounts and tax, send them as PDF and online link, and let customers accept them with a simple electronic signature or decline them. 5 min read
- Follow-up sequences Follow up with leads automatically in several steps - emails, SMS, WhatsApp and tasks with waits in between - that stop on their own when the lead replies. 5 min read
- Automations Let NextCRM do routine work for you: when something happens and the lead matches your conditions, it assigns, moves, tags, creates tasks, sends messages, starts sequences or notifies your team. 5 min read
E-mail & SMS
6 guides- Email setup (SMTP and IMAP) Connect your mail server so NextCRM sends lead e-mails and campaigns from your own address: Gmail, Microsoft 365, IONOS, Strato, deliverability and fixes. 11 min read
- Connect Google Workspace (Gmail + Calendar) Sync Gmail and Google Calendar so emails and meetings with your leads appear in NextCRM: what is synced, what is never read, disconnecting and admin notes. 5 min read
- Email campaigns Send or schedule an e-mail to all active leads of a funnel: check readiness, preview recipients, personalise the message, track the results and understand how unsubscribes and STOP replies are handled. 8 min read
- SMS setup Connect your Twilio account to text leads from NextCRM, receive replies and run SMS campaigns: live and test mode, Twilio values, webhooks and test messages. 6 min read
- Connect Microsoft 365 (Outlook mail + Calendar) Sync your Outlook mailbox and calendar so emails and meetings with your leads appear in NextCRM: what is synced, what is never read, disconnecting and admin notes. 5 min read
- Calling with Twilio Call leads from NextCRM in the browser or on your own phone through your workspace's Twilio account. Calls land on the lead timeline; after a recorded call Lora writes a summary and proposes next steps that you approve. Covers setup, recording consent, do not call, privacy and costs. 8 min read
Social Inbox & WhatsApp
2 guides- Social connections overview Which networks NextCRM supports, how to connect them with webhooks and verify tokens, and how Lora prepares replies and creates leads in the Social Inbox. 9 min read
- WhatsApp Business setup Connect the WhatsApp Business Platform (Cloud API) with a Meta app, phone number ID, access token, app secret and webhook, so chats arrive in the Social Inbox. 9 min read
Team, workspaces & billing
6 guides- Workspace roles and permissions The five workspace roles in NextCRM - Workspace Admin, Sales Manager, Marketing, Finances and Sales Team - what each role sees in the sidebar and what it can change. 5 min read
- Inviting your team How to invite colleagues by email, choose their roles, resend or revoke invitations, how team seats are counted, what the invited person sees and how invitations work for people who already use NextCRM in another workspace. 6 min read
- Working with multiple workspaces One login for several workspaces: choosing one at sign-in, switching, creating a workspace for another company, invitations, roles per workspace and leaving. 3 min read
- Billing, plans and add-ons How NextCRM plans, add-ons and AI credits work, when upgrades and downgrades take effect, what happens to your data when you cancel, and where to download receipts. 7 min read
- Third-party accounts and costs Which plan features and add-ons need your own account with Twilio, an AI provider, Meta or an e-mail provider, what NextCRM includes, who bills which usage, and how to see whether an add-on is ready to use. 4 min read
- API & Webhooks Connect your own software to NextCRM: create API keys with exactly the permissions you need, call the REST API, and receive signed webhooks when leads, tasks, forms, contacts, campaigns or calls change. 7 min read
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