Resources
Not your average sales CRM.
Manage your contacts with the power of the DashClicks contact management CRM software at your fingertips and let the real fun begin.
Other Dashclicks built-in Apps:
People
Add, manage and segment all your people contacts to keep your sales process organized.
One platform to run your entire business
Save time, hit your goals faster and create a transformational experience by leveraging the DashClicks ecosystem.
Add new contacts with ease
Add people and business contacts manually, bulk from a CSV, or do a single click data transfer from other popular sales CRMs.
Deep filtering and segmentation
Take a deep dive into your contact data with grouped filtering and segmentation. Let your sales team know everything about their contacts, just the way they need it.
Direct conversations with unity
Unify all your communication with leads, prospects and customers directly from your contact cards. Keep conversations relevant and up-to-date so you never forget where you left off.
One place, one card, one love
You never have to leave the contact card, literally. Have conversations via SMS and email, schedule meetings, leave notes, view associated events and so much more.
One platform, endless possibilities
All the building blocks you need to run your business from within one beautiful platform.
One platform to run your entire business
The number of contact records available to you depends upon your platform subscription plan:
Free - 500
Pro - 10,000
Plus - 50,000
Premium - 250,000
Yes. You can import your current CRM data through two methods: import your data from an existing CRM using our data transfer feature, or by uploading a CSV file. Then, simply make sure that your values match within the Contacts app, and you’re all set.
You can grab a template CSV file for reference when clicking the “Import” button.
Yes. You can easily create new properties for any records by using the Manage Properties menu. Name your field, select an input time, and organize it among the existing fields in any order you prefer.
Yes, but with limitations. Once a sub-account owner accepts the invite and creates their own account, they have the freedom to personalize their information the way they want. You won’t be able to edit most fields at this time. However, you will still be able to edit:
- Followers
- Business/People Associations
- Deals
- Website
- The Record Owner
Yes. The Contacts app features the ability to create Smart Lists. These act as filters in which you can define custom parameters for that list. Any contact records that meet those parameters will fall underneath that list.
You can also add custom tags to any record at any time.
You can upload the following file types:
- Images - JPEG, PNG, GIF, BMP
- Text - Plain, CSV
- Video - MP4, MPEG, AVI, WEBM, QUICKTIME
- Audio - X-WAV, MPEG, WAV
- Application - MSWord, Zip, PDF
The contacts app allows you to incorporate everything you need to know about a person or business. This includes contact details, addresses, website URLs, social handles, and more.
Yes. Exporting data from DashClicks' white label CRM app is as easy as selecting a contact list and hitting the export button. This will allow you to download a CSV file in seconds.
Yes. We understand that there are situations in which an individual and the business are the same. For this reason, our system supports using the same data for two different types of contact records. With this in mind, you cannot use the same data for two identical person records or two identical business records.
Yes. You can easily associate a deal with a person or business through the contact record or through the deal record. This makes it easy to organize your data regardless of where you are within the platform.
Yes. You can easily add or remove columns from your contact records or table at any time. The only fields that you must keep are the person’s name, the business’s name, and the associated email address.
Your contacts list is constant regardless of who is accessing the account. However, each user has the ability to customize the contact table view and the contact record view in the way that they prefer.
