Import at once
Bring in customers from spreadsheets, contacts, and cards in one go.
Key features
Dedupe & filter
Filter out duplicates and acquaintances to keep real customers.
Custom fields
Add the fields your sales process actually needs.
Link deals & orgs
Connect contacts to deals and organizations for context.
How it works
- 1
Step 1 · Import
Pull contacts from Excel, your phone's address book, and business cards all at once, so scattered contacts live in one place. Duplicates and personal contacts are cleaned up automatically, leaving only real prospects. No more time lost retyping.
- 2
Step 2 · Organize
Use tags and interest levels (Hot/Warm/Cold) to instantly see who's ready to buy. Add custom fields that fit your sales, so you can track items like industry, budget, and decision-maker yourself.
- 3
Step 3 · Connect & build
Link contacts to deals and organizations to see which trade and which company each person is tied to. Notes, emails, and activities pile up on every contact, so you immediately know what to do next.
Spreadsheets and address books aren't enough
You have names and numbers, but not who's a customer, who's an acquaintance, or how far things have gone. Plenty of contacts, but they don't turn into sales.
BOTN contact CRM
Import customers at once, filter out duplicates and acquaintances, and keep the real ones. Classify with tags and custom fields, and link to deals and organizations.
- Import from spreadsheets, contacts, business cards
- Dedupe, tag, score interest
- Custom fields tailored to your sales
- Link contact ↔ deal ↔ organization
Contacts that build history
Notes, emails, and activity stack up per contact, so next time you open one you immediately see what was discussed.
How people use it
Solo reps import cards and contacts at once to build their list. Teams standardize custom fields and tags to see customers in the same language.
Who uses it
Import customers scattered across card holders and your phone, then organize them in one pass. Tackle Hot-interest customers first, and leave a note after each call so you instantly recall what was discussed next time.
Gather your team's contacts in one place and share who's working which deal. Group contacts by organization to view multiple stakeholders inside one company, and use activity logs for clean handoffs and gap-free follow-up.
What you get
- Bring scattered contacts together so you never lose one again.
- Pick exactly who to reach today using interest levels and tags.
- Notes and activities build up so you never forget a customer's context.
- Store unlimited contacts even on the free plan.
FAQ
Can I import my phone contacts directly?
Yes. Import from contacts, spreadsheets, or cards, dedupe, and register them as customers.
Can I add fields specific to my industry?
Yes — custom fields let you tailor records to how you sell.
Is there a contact limit?
No — contacts are unlimited even on the free plan.
Can I move my existing Excel or phone contacts over as is?
Yes. You can import from Excel files, your phone's address book, and business cards all at once. Duplicates and personal contacts are tidied up during import, so there's little left to fix by hand.
Can I create fields that match how we sell?
Yes. Custom fields let you add items like industry, budget, and decision-maker yourself. Combined with tags and interest levels (Hot/Warm/Cold), you can sort contacts by your own criteria.
Turn scattered contacts into a sales asset
Start free and organize your list first.
Start free