Moving your customers in is quick, and nothing gets lost. You can do it yourself in a few minutes, or we'll handle it for you.
To import yourself: go to Contacts and choose Import. Upload a spreadsheet (CSV) of your customers, then map each column - name, email, phone, and any extras like service or last job date - to the matching field. Your genie automatically de-duplicates, so contacts you already have won't get doubled up. Confirm, and your list is ready to use immediately.
Prefer we do it? We can handle the migration for you as part of your done-for-you setup - including history from most other CRMs. Just share an export and we'll bring it across cleanly.
A few tips for a clean import: make sure phone numbers include the country code (e.g. +1...), put first and last name in separate columns if you can, and add a tag during import (like 'existing-customer') so you can easily target this group later.
Once imported, your contacts are instantly available for campaigns, reactivation sequences, and your pipeline - so you can start marketing to people you already know from day one.