Your customers (the CRM on Home)
Everyone who calls, texts, emails, chats or comes from an ad lands in Your customers on Home. Drag them through New, Contacted, Booked, Showed, Won and Lost, or switch to the list view.
On Home, under Your customers, choose Board to drag people between stages, or List for a list. New leads land in New on their own.
Open someone to call, text or email them, change the stage, set the Next follow-up date, add tags and notes (Save note), open any of their conversations, and see a timeline of every call, text and email.
Add someone by hand with Add customer, or bring in a list with Import. Export downloads everyone as a CSV file.
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