Contacts
Manage your customer database — add contacts, import via CSV, and track activity history.
The Contacts section is your customer database. Every client you create an estimate for is stored here with their property details and activity history.
Viewing contacts
Navigate to Contacts in the sidebar to see your full contact list. Use the search bar to find contacts by name, phone, or email.
Adding a contact
Click Add Contact
Click the Add Contact button at the top of the contacts list.
Fill in details
Enter the customer's information:
- Name, email, phone number
- Property type (1BHK, Villa, etc.)
- Carpet area
- Construction status
- Address
Save
Click Save to add the contact to your database.
Importing contacts via CSV
Go to Upload
Navigate to Contacts → Upload or click the import button on the contacts list.
Upload your CSV file
Select a CSV file from your computer.
Map columns
The system shows a column mapping interface. Match each column in your CSV to the corresponding contact field (name, phone, email, etc.).
Import
Confirm the mapping and import. Contacts are added to your database.
Contact details
Click any contact to open their detail view:
- Contact information — name, email, phone, property details, address. Click Edit to update.
- Profile photo — upload or change the contact's photo.
- Activity timeline — a chronological feed of all interactions: estimates created, notes added, status changes, and calls logged.