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Clients

Pipeline
Everyone
Requests
Import
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NamePhoneStageTagsCity

Leads and bookings waiting for you to say who each one is.

Add a client

Bring the spreadsheet in

Export your spreadsheet as CSV, then drop it here or paste it. Nothing lands until you say go.

Which column is which?

Business

Stages

Your pipeline, left to right. Renaming moves nobody. Removing a stage that holds clients asks where they go.

Custom fields

Extra boxes on every client, in your language: Quote amount, Referred by, Gate code.

Your data

Download as spreadsheet (CSV) Download everything (JSON)

Yours, any time, no asking. That is the point.