How can we help?

Everything you need to know to get started with Nestive

Getting StartedBuilding Your WebsiteEmail StudioCRM & ContactsForms & Lead CaptureFinances & Revenue Tracking

Getting Started

Quick Start Guide

Get your business online in 60 seconds

  1. 1Sign up for a free account
  2. 2Complete the 5-step onboarding wizard
  3. 3Provide your business info, choose colors & logo
  4. 4Automatic instantly generates your complete website
  5. 5Preview your new site and make edits
  6. 6Publish for free on your .nestivehq.com subdomain
  7. 7Upgrade to Pro to connect a custom domain

Understanding Your Dashboard

Navigate Nestive like a pro

  1. 1Sites: Your Automatic-generated website (created during onboarding)
  2. 2CRM: View and organize your contacts
  3. 3Email Studio: Send campaigns to your list
  4. 4Forms: Create lead capture forms
  5. 5Finance: Send professional invoices
  6. 6Bookings: Manage appointments (coming soon)
  7. 7Settings: Configure your account and billing

Connect Your Domain

Use your own domain name (Pro plan)

  1. 1Purchase a domain from any registrar (we recommend Namecheap)
  2. 2Go to Settings → Domains in Nestive
  3. 3Click "Add Custom Domain"
  4. 4Follow the DNS instructions provided
  5. 5Wait 24-48 hours for DNS propagation
  6. 6Your site will be live on your custom domain!

Building Your Website

Using the Automatic Section Builder

Add professional sections instantly

  1. 1Click the "+" button where you want to add content
  2. 2Describe what you need (e.g., "pricing table with 3 tiers")
  3. 3Automatic generates a professional section
  4. 4Edit text inline by clicking on it
  5. 5Rearrange sections by dragging
  6. 6Delete sections with the trash icon

Editing Your Site

Make changes without code

  1. 1Click any text to edit it directly
  2. 2Click images to replace them
  3. 3Use the toolbar for formatting (bold, italic, links)
  4. 4Changes save automatically
  5. 5Preview your site before publishing
  6. 6Hit "Publish" to make changes live

Adding Images & Media

Upload and manage your media

  1. 1Click on any image placeholder
  2. 2Upload from your computer or paste a URL
  3. 3Images auto-optimize for web
  4. 4Recommended: Use .jpg for photos, .png for logos
  5. 5Keep images under 2MB for best performance

Email Studio

Sending Your First Campaign

Reach your audience professionally

  1. 1Go to Email Studio → Campaigns
  2. 2Click "New Campaign"
  3. 3Enter subject line (or let Automatic write it)
  4. 4Write your message (or use Automatic assistant)
  5. 5Select recipients or segments
  6. 6Preview on desktop and mobile
  7. 7Schedule or send immediately

Building Your Contact List

Import and organize subscribers

  1. 1Go to CRM → Contacts
  2. 2Click "Import Contacts"
  3. 3Upload a CSV file with Name and Email columns
  4. 4Map your fields if needed
  5. 5Contacts sync with Email Studio automatically
  6. 6Note: Only email contacts who opted in!

Understanding Email Metrics

Track campaign performance

  1. 1Opens: How many people opened your email
  2. 2Clicks: How many clicked links in your email
  3. 3Bounces: Emails that couldn't be delivered
  4. 4Unsubscribes: People who opted out
  5. 5Use these metrics to improve future campaigns

CRM & Contacts

Managing Your Contacts

Keep track of leads and customers

  1. 1Contacts added automatically from forms
  2. 2Manually add contacts by clicking "+ New Contact"
  3. 3Add notes to track interactions
  4. 4Tag contacts to organize them
  5. 5Use filters to find specific contacts
  6. 6Export contacts anytime as CSV

Contact Segments

Group contacts for targeted campaigns

  1. 1Go to CRM → Segments
  2. 2Click "New Segment"
  3. 3Set filters (e.g., "Customers" or "New Leads")
  4. 4Segment updates automatically
  5. 5Use segments when sending emails

Forms & Lead Capture

Creating a Form

Collect leads and information

  1. 1Go to Forms → Create Form
  2. 2Describe what info you need (Automatic suggests fields)
  3. 3Customize fields and labels
  4. 4Add to your website or share the link
  5. 5Submissions appear in CRM automatically
  6. 6Get email notifications for new submissions

Embedding Forms

Add forms to your website

  1. 1Create your form
  2. 2Click "Embed"
  3. 3Copy the embed code
  4. 4In site editor, add a Custom HTML section
  5. 5Paste the embed code
  6. 6Publish - your form is now live!

Finances & Revenue Tracking

Connecting Stripe

Accept payments securely

  1. 1Go to Settings → Payments
  2. 2Click "Connect Stripe"
  3. 3Sign in to Stripe (or create account)
  4. 4Complete Stripe onboarding
  5. 5Once connected, you can accept payments on invoices!
  6. 6Note: Stripe charges 2.9% + $0.30 per transaction

Sending Invoices

Get paid professionally

  1. 1Go to Finances → Invoices → New Invoice
  2. 2Add client info (or select from CRM)
  3. 3Add line items (description, amount)
  4. 4Set due date and payment terms
  5. 5Click "Send Invoice"
  6. 6Client receives email with Stripe payment link
  7. 7Get notified instantly when they pay

Tracking Expenses

Know where your money goes

  1. 1Go to Finances → Expenses
  2. 2Click "Add Expense"
  3. 3Enter expense details (amount, category, date)
  4. 4Upload receipt (optional)
  5. 5Categorize expenses for tax time
  6. 6View expense reports and trends
  7. 7Export for your accountant

Revenue Dashboard

See your business profitability in real-time

  1. 1Go to Finances → Dashboard
  2. 2View total revenue, expenses, and profit
  3. 3See monthly/yearly trends
  4. 4Track invoice status: Paid, Pending, Overdue
  5. 5Monitor your cash flow
  6. 6Filter by date range or category
  7. 7All data updates automatically

Plan Limits Reference

Free Plan

$0/month
  • 1 website
  • 100 contacts
  • 500 emails/month
  • 3 forms
  • 5 invoices/month (basic expense tracking)
  • 1GB storage

Professional Plan

$39/month
  • Unlimited websites
  • Unlimited contacts
  • Unlimited emails
  • Unlimited forms
  • Unlimited invoices & expense tracking
  • 50GB storage

  • Plus:

    • •Custom domains
    • •Remove Nestive branding
    • •500 Automatic generations/month
    • •Priority support

Frequently Asked Questions

How do I publish my website?

Once you're happy with your site, click the "Publish" button in the top right. Your site goes live immediately on your .nestivehq.com subdomain. To use a custom domain, upgrade to Pro and follow the domain connection steps in Settings.

Can I import my email list?

Yes! Go to CRM → Contacts → Import. Upload a CSV file with Name and Email columns. Make sure you only import contacts who opted in to receive emails from you.

How do payments work?

Connect your Stripe account in Settings → Payments. Once connected, you can send invoices with Stripe-powered payment links. When clients pay, money goes directly to your Stripe account (minus Stripe's 2.9% + $0.30 fee). All payments and expenses are tracked in your Finances dashboard for real-time profit visibility.

What happens if I hit my plan limits?

On the Free plan, you'll be notified when approaching limits. Upgrade to Pro anytime for unlimited sites, contacts, and emails. You can also downgrade if needed - no contracts or commitments.

Is my data safe?

Absolutely. We use bank-level 256-bit SSL encryption. Your data is backed up daily. We're SOC 2 Type II compliant and follow GDPR/CCPA guidelines. You can export all your data anytime.

Can I cancel anytime?

Yes! Cancel anytime from Settings → Billing. No questions asked, no cancellation fees. If you cancel Pro, you'll revert to the Free plan and keep your data.

Do you offer refunds?

We offer a 14-day money-back guarantee on all paid plans. If you're not satisfied, email hello@nestivehq.com within 14 days for a full refund.

How is this different from WordPress?

WordPress requires hosting, plugins, updates, and technical knowledge. Nestive is all-in-one: hosting included, no plugins needed, auto-updates, and designed for non-technical users. Plus, we include CRM, email, and invoicing built-in.

Video Tutorials Coming Soon

We're recording step-by-step video guides for every feature. Check back soon!

Still need help?

Can't find what you're looking for? We're here to help.

Email Support

Average response time: 24 hours