Total Contacts
β
in database
Overdue Follow-ups
β
need attention now
Due This Week
β
coming up
Clients Won
β
active clients
π΄ Overdue Follow-ups
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π Pipeline by Status
β±οΈ Recent Interactions
| Name | Phone / WhatsApp | Category | Priority | Status | Race | Next Follow-up | Last Contacted | By | Actions |
|---|
Contacts currently saved on your phone. Click + Add to Phone to download a .vcf file β open it on your phone to save instantly.
π± On Phone (0)
π Not on Phone (0)
π‘ Tip: Sync via Google Contacts
Import the exported .vcf file at contacts.google.com and it syncs to all your devices automatically. To remove a contact: click ποΈ Remove here, then delete them from your phone's contacts app by searching their name.
π Log a New Interaction
π Recent Interactions
π₯ Import Leads
Upload an Excel / CSV file or paste data directly.
Recognised columns: Name, Phone, Email, WhatsApp, Category, Priority (Hot/Warm/Cold), Status, Notes, Source
Drag & drop your file here
or click to browse β .xlsx, .xls, .csv, .vcf supported
Sync from Mac Contacts:
Open Contacts app β select contacts (βA for all) β File β Export β Export vCardβ¦ β save the .vcf file β drag it here.
β Personalise all messages at once