Getting Started with NanoCRM
Most organizations are up and running in just a few minutes.
Quick Start
You don’t need to learn a new system. If you’ve used Google Sheets, you already know how this works.
Steps
1. Install NanoCRM
Add NanoCRM to your Google account.
2. Open a Google Sheet
Use an existing sheet or start a new one.
3. Initialize NanoCRM
From the menu:
Extensions → NanoCRM → Initialize Donor Sheet
4. Add your first donor
Start simple — name, email, and your first gift.
What to Expect
NanoCRM is designed to keep things simple from the start.
- Free for small organizations (up to 250 active donors)
- Works inside Google Sheets — no new system to learn
- Your data stays in your Google account
- As your needs grow, simple options will grow with you
Common Questions
Do I need to move my data?
No — you can start with your existing Google Sheet or import contacts.
Will this overwrite anything?
No — NanoCRM adds structure without removing your data.
Do I need to know formulas or spreadsheets?
No — everything works through simple menus.
What happens if I reach the limit?
You’ll have simple options to continue — without losing your data.
You stay in control
NanoCRM will continue to expand with optional features and higher limits — and eventually a cloud-based version — without losing what makes it simple.
Ready to get started?
NanoCRM is free for small organizations — no credit card, no commitment.