Resources
Follow-up,
written down.
Guides, checklists and quick answers for teams setting up or already running CallNest — practical resources you can act on, not just articles to read.
Getting Started with CallNest: Your First 24 Hours
The five things to set up before your team starts working leads -- accounts, users, pipeline stages, and your first connected number.
Read the guideGetting Started · 2026
Setting Up Sage AI for Your Team
How to define what Sage can access, which actions it can take on its own, and where you want a human in the loop.
ReadBuilding Your First NestMap Route
Plot accounts on the map, build a route for the day, and share it with a field agent who doesn't have CRM access.
ReadUnderstanding CallNest BDR Services
What a BDR programme covers, how coverage is scoped, and what a handback with full context actually looks like.
ReadConfiguring Notifications and Alerts
Set up who gets notified when a lead goes untouched, a task is overdue, or an opportunity needs attention.
ReadImporting Your Existing Contacts
A step-by-step walkthrough for migrating accounts, contacts, and historic activity from your previous CRM.
ReadStill have questions?
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