Documentation

Learn BuyerNexus CRM

Everything you need to set up, configure, and get the most out of BuyerNexus CRM for your business.

Getting Started

New to BuyerNexus? Start here to get up and running quickly.

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Quick Start Guide

Set up your BuyerNexus account and start managing customers in under 10 minutes.

  • Create your account
  • Set up your company profile
  • Import your first customers
  • Send your first WhatsApp message
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Customer Management

Learn how to add, organize, and manage all your customer data effectively.

  • Add customers manually
  • Bulk import from Excel/CSV
  • Custom fields & tags
  • Customer segmentation
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WhatsApp Integration

Connect WhatsApp Business API and start engaging customers at scale.

  • Connect WhatsApp Business
  • Create message templates
  • Send bulk messages
  • Set up auto-replies
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Sales Pipeline

Set up and manage your sales pipeline to track every deal from lead to close.

  • Configure pipeline stages
  • Add and manage deals
  • Assign leads to team members
  • Track deal progress

Feature Guides

Deep-dive into every BuyerNexus feature with step-by-step guides.

🎂Popular

Automated Wishes

Set up birthday, anniversary, and festival wish automations.

🔄Popular

Follow-Up Sequences

Create multi-step follow-up sequences for leads and customers.

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Lead Capture

Auto-capture leads from IndiaMART, Meta Ads, and website forms.

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Reports & Analytics

Generate sales reports, team performance, and revenue dashboards.

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Team Management

Add team members, set roles, and manage access permissions.

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Integrations

Connect with WhatsApp, IndiaMART, Meta, Google Sheets, and more.

📱New

Mobile App

Use BuyerNexus on the go with our Android and iOS apps.

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Account Settings

Manage billing, notifications, data export, and account preferences.

API Reference

Build custom integrations with the BuyerNexus REST API.

Authentication

API keys, OAuth, and authentication methods

Customers API

Create, read, update, and delete customer records

Deals API

Manage deals, pipeline stages, and deal activities

Messages API

Send WhatsApp messages and manage templates

Webhooks

Set up real-time event notifications for your app

Rate Limits

Understand API rate limits and best practices

Video Tutorials

Watch step-by-step video walkthroughs of BuyerNexus features.

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Getting Started with BuyerNexus

5:32
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Setting Up WhatsApp Integration

8:15
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Creating Your Sales Pipeline

6:48
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Automating Birthday Wishes

4:20
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Importing Customer Data

3:55
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Team Collaboration Features

7:10

Can't find what you're looking for?

Our support team is here to help you get the most out of BuyerNexus.

Visit Help CenterContact Support