Welcome to DealNebu CRM
Welcome to DealNebu, your comprehensive mobile-first CRM solution! This guide will help you get started with the essential features and set up your account for success.
What is DealNebu?
DealNebu is a powerful, mobile-first Customer Relationship Management (CRM) system designed to help businesses manage their sales processes, track customer interactions, and grow their revenue. Built with modern teams in mind, DealNebu offers:
- Mobile-First Design: Access your CRM anywhere, anytime from your mobile device
- Contact Management: Organize and track all your customer interactions
- Deal Pipeline: Visualize and manage your sales process
- Task Management: Stay on top of follow-ups and important activities
- Team Collaboration: Work together with your team seamlessly
- Real-time Analytics: Get insights into your sales performance
Getting Started Checklist
- Complete Your Profile: Add your name, photo, and contact information
- Import Your Contacts: Upload your existing contact list
- Set Up Your Pipeline: Configure your sales stages
- Create Your First Deal: Add a potential sale to track
- Schedule Your First Task: Set up follow-up activities
- Invite Your Team: Add team members to collaborate
Next Steps
Once you've completed the basics, explore these advanced features:
- Set up automated workflows
- Create custom fields for your specific needs
- Generate reports to track your progress
- Integrate with your favorite tools
Ready to dive in? Let's start with setting up your profile!