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Advisory CRM
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Advisory CRM
Import a prospect list
Upload a CSV exported from Excel or Google Sheets. Up to 500 prospects and 1 MB per import.
Each prospect needs an email. Existing emails are skipped without changing their details. Imports create new leads and do not send emails or grant membership.
Download CSV templateMatch your columns
| Name | Company | Title | Notes | |
|---|---|---|---|---|
You're all caught up. New sign-ups and member onboarding emails show up here when they're due.
| Contact | Company | Membership | Status | Follow-up | Added |
|---|---|---|---|---|---|
| No contacts yet. Submissions from your website's briefing form appear here automatically. | |||||