NookCRM – Docs

NookCRM – Docs

  • Nook Website

How can we help?

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Help Topics

  • Getting Started

    Articles to get you up and running, quick and easy.
  • CRM setup

    Configuring your CRM.
  • Using NookCRM

    Guides to help you work with Nook.
  • For developers

    Help on getting set up and contributing to the NookCRM project.
  • Privacy and legal

    Important information about how we handle your privacy and data.
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Quick start basics

  • Nook training guide / manual
  • Basic case management (adding, editing cases etc)
  • An introduction to Tasks and how to use them

Popular Articles

  • Example Nook Case Journey and Questions (with template)
  • NookCRM terminology
  • An introduction to report templates
  • Sharing a NookCRM configuration between organisations
  • Can I transfer a case to another organisation that uses NookCRM?

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Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT
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  • Nook Website