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| # | Name | Phone | Country | Platform | Local Time | Notes | Created | Agent | Actions |
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Add New Client
Fill in the client details below
OR IMPORT FROM CSV
Bulk Import from CSV
Import multiple clients at once from a CSV or Excel file
Drop your CSV file here or click to browse
Supports .csv and .txt files (comma or tab separated)
Required CSV Format
Your CSV file should have these columns in order:
name, email, phone, country, notes, status, agent
Example:
John Smith, john@email.com, +1234567890, United States, Interested in product, New, Alex Jane Doe, jane@gmail.com, +44712345678, United Kingdom, Follow up needed, Lead, Jordan
Edit Client
Status Overview
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Agent Management
Manage your team members
Export Data
Download all your client data as a backup file
Import Data
Restore clients from a backup file
This adds to your existing data - nothing is deleted
Danger Zone
Permanently delete all client data