Total Contacts
—
in database
Overdue Follow-ups
—
need attention now
Due This Week
—
coming up
Clients Won
—
active clients
🔴 Overdue Follow-ups
Loading...
📈 Pipeline by Status
⏱️ Recent Interactions
| Name | Phone / WhatsApp | Category | Priority | Status | Next Follow-up | Last Contacted | By | Actions |
|---|
Contacts currently saved on your phone. Click + Add to Phone to download a .vcf file — open it on your phone to save instantly.
📱 On Phone (0)
📋 Not on Phone (0)
💡 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 🗑️ Remove here, then delete them from your phone's contacts app by searching their name.
📝 Log a New Interaction
📋 Recent Interactions
📥 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 — .xlsx, .xls, .csv, .vcf supported
Sync from Mac Contacts:
Open Contacts app → select contacts (⌘A for all) → File → Export → Export vCard… → save the .vcf file → drag it here.
← Personalise all messages at once