Keep every customer in one list.
Contacts is your address book: everyone you’ve done business with, plus every lead you turn into a customer. Import a spreadsheet to start.
Import any spreadsheet
Save it as CSV. Columns match by name, in any order, and you see how many were added, updated or skipped.
One person, one record
A lead whose email you already have fills the blanks on that contact.
Everything in one place
Name, email, phone, company, role, tags and notes for every person.
Linked to their leads
Each contact points back to the lead it came from.
How it goes
Contacts, step by step.
- 01
Import your list
Any spreadsheet saved as CSV, with a header row.
- 02
Convert leads as they come in
A lead you win joins the list in one click.
- 03
Tag and search
Group people with tags and find anyone by name, email or company.
Questions
Contacts, answered.
What can I import?
Any spreadsheet saved as CSV. The columns can be in any order; they match by name.
What happens to duplicates?
A row with an email you already have updates that contact instead of making a second one.
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