Use cases · Owners
Bring your customers in from a spreadsheet or your old CRM
Export from what you use today; check it before anything is written.
- Best for
- Anyone starting on SalexHub.
- You give it
- A CSV or Excel export.
- Where it runs
- App
- Needs
- Any plan with the module on.
How it runs.
- Press Import in any list and match each column.
- See how many rows are ready, with look-alikes flagged, before anything is written.
You get
Companies, contacts, deals and activities, imported and linked; one action undoes the whole import.
You decide
A person runs it; for the Agent, an import needs approval.
More for ownersAll use cases
- CRMContacts, companies and dealsWhere this lives
- Clear a morning's paperwork in one requestThe quote, the order, the reminders and the number, waiting for one yes.Chat · App
- Get a morning brief of what needs you firstEvery weekday, the deals due and the customers waiting on you.Mini
- See how the month went, and keep the chartAsk in words; get the number, the chart, and the records behind it.Chat · App
Give the Agent this job.
Start free, and see the result wait for your yes.