Guides and Downloads

Whether you're just getting started or looking to master advanced features, our resource center has everything you need. Explore guides, tips, videos, and FAQs designed to help you and your team work smarter, sell faster, and make the most of your CRM.

Get Started

Discover how to get around and use SalesNexus

Implementation Checklist

Going through implementation? Here's a quick overview of the steps to go through to get through the process as smoothly as possible.

4 Steps to Market Domination

Learn how to organize your marketing and selling processes with this straightforward 4-step process.

Email Campaign Creation Guide

This guide is intended to help business
owners, marketers, and sales managers who are
planning email marketing strategies for the first time
get it right and keep it as simple as possible.

Email Delivery Technical Configuration Guide

Use this guide to help you understand and
address some of these hidden factors that can make or
break the success of your campaigns.

Email Template Creation Guide

Everything you need to you about creating great looking email templates that would catch the attention of your audience and get your message across clearly.
Jordan Rzad

We’ve increased our close rate on Internet leads by 25% just by automating the follow up process with SalesNexus!

Jordan Rzad

Director of Internet Marketing, Better Business Bureau, Houston

Melissa Johnson

SalesNexus is the most important sales tool in my real estate business, hands down! The scheduling, activity series for follow up and note keeping of client interaction are the three most valuable features to me personally. I simply couldn’t live without it – and the great customer service I receive from the team at SalesNexus is just icing on the cake!

Melissa Johnson

Realtor, melissajohnsonrealestate.com

$7.2B
Client Revenue Driven
2024
$500M+
Annual Media Spend
2024
100M+
Conversions Driven
2024
30+
Awards Won
2024
230+
Active Clients Managed
2024
5
Fortune 500 Clients
2024

Twenty Two Years of Marketing Excellence

Powerful sales automation, CRM & marketing tools, Designed to help your team crush sales goals. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.