Add, import or export customers

Leads from your site, the pipeline, projects, follow-ups and form submissions.

Included on Growth and Enterprise. Compare plans

See it work

How it works

Add one: on Customers use New contact (name, email, phone, company, stage, deal value, note), then Create contact.
Customers are unique by email: adding someone already on file opens their page without duplicating or overwriting them.
Import: at the foot of Customers, open "Import contacts from a spreadsheet" and upload a CSV with a heading row. It recognises name, email, phone, stage, value, tags and notes; matching is on email, so importing the same file twice won't duplicate anyone.
Export: the Export CSV button on Customers. Team members only see it if they were given the "Export data" permission.

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