Can I bring my contacts from another CRM?

Yes. Export them as a CSV or Excel file and import it. You preview the file before anything is saved.

How are duplicates handled?

Choose to match by email or phone, then decide whether to update existing contacts and add new ones, only add new ones, or only update existing ones.

Yes. Create as many pipelines as you need, each with its own stages.

Yes, with a workflow. For example, when a lead books an appointment a workflow can move their deal to Appointment Booked.

Contacts & pipeline

Import your contacts, see every deal on one board, and drag it forward as the job moves. Workflows can move deals for you when a lead books.

Custom fields
Add the fields your business needs, from dates and money to file uploads, grouped into folders.
Tags
Tag contacts by service, source or anything else and filter by them anywhere.
Merge duplicates
Combine two records into one, with undo if you merged the wrong pair.
Multiple pipelines
Start with New Lead, Contacted, Nurturing and Appointment Booked, and add pipelines for each part of the business.
Won, lost or abandoned
Mark how each deal ended and keep its value on record.
Board or list
Drag deals across the board, or switch to a list to sort and edit many at once.

FAQ

Yes. Export them as a CSV or Excel file and import it. You preview the file before anything is saved.