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Guides and reference for everything in Nazzam.

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Welcome to Nazzam.ai

Your first five minutes.

Getting started · 1 min read

Importing data

Bring companies, contacts and deals in from a spreadsheet — in the right order, with the errors caught before anything is written.

Getting started · 4 min read

Understanding the CRM hierarchy

Companies, contacts and deals — what each one is for, how they connect, and which one to create first.

CRM · 3 min read

Creating companies

Add an organization to your CRM, fill in the fields that matter, and avoid duplicates.

CRM · 2 min read

Creating contacts

Add a person, link them to their company, and keep their details usable for calls and email.

CRM · 2 min read

Creating deals

Open an opportunity, put it in the right stage, and keep its value and close date honest.

CRM · 3 min read

Browse by section

Getting started2

Set up your workspace and find your way around.

  • Welcome to Nazzam.ai
  • Importing data
CRM4

Companies, contacts, deals and activities.

  • Understanding the CRM hierarchy
  • Creating companies
  • Creating contacts
  • Creating deals
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