Customers & CRM

Adding Customers to Your CRM

Add customers manually, import from CSV, or sync from other tools.

beginner 6 min read customers crm import
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Your customer database is the foundation of Local Business Pro. Here's how to get your customers into the system.

Manual Entry

Click 'Add Customer' from the Customers page. Fill in contact information, service address, and any relevant notes.

Bulk Import

Have an existing customer list? Use our CSV import tool to add hundreds of customers at once. Download our template for the correct format.