Beautiful Life CRM

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Dashboard

Total Contacts
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in database
Overdue Follow-ups
β€”
need attention now
Due This Week
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coming up
Clients Won
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active clients

πŸ”΄ Overdue Follow-ups

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πŸ“ˆ Pipeline by Status

⏱️ Recent Interactions

NamePhone / WhatsAppCategoryPriorityStatusRaceNext Follow-upLast ContactedByActions

Contacts currently saved on your phone. Click + Add to Phone to download a .vcf file β€” open it on your phone to save instantly.

πŸ“± On Phone (0)

πŸ“‹ Not on Phone (0)

πŸ’‘ 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 πŸ—‘οΈ Remove here, then delete them from your phone's contacts app by searching their name.

πŸ“ Log a New Interaction

πŸ“‹ Recent Interactions

πŸ“₯ 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
πŸ“‚
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 (⌘A for all) β†’ File β†’ Export β†’ Export vCard… β†’ save the .vcf file β†’ drag it here.
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