Stop rebuilding contact lists for your CRM.
Collect leads, past clients and new agents' contacts in the exact columns your CRM imports, with every contact assigned to the right agent, whether that's Follow Up Boss, BoldTrail or Lofty.
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THE PROBLEM
Excel is great for working with data.
It isn't great for collecting it.
When you need someone else to provide structured information, an emailed spreadsheet creates work for everyone involved.
Contacts with no agent
BoldTrail won't import a lead without an assigned agent, and the other CRMs tag the ones they can't match.
Stages that don't exist
Your CRM won't create stages from a file, so Hot, Warm and A-list end up as tags or as Prospect.
Dates and numbers every which way
Birthdays and closing dates day first or without a year, several phone numbers in one cell, and zip codes missing their leading zero.
Past clients merged or skipped
A contact already in the brokerage's database is merged or skipped, and may stay with another agent.
THE ALTERNATIVE
Give people the structure.
Let them provide the data.
Build the workflow once, then use it whenever you need someone to provide information in a particular structure.
Define
Create the columns and fields your spreadsheet normally contains.
Send
Give the other person a link or embed the workflow in your application.
Validate
Catch missing, invalid, or duplicate values before they become your problem.
Download
Download the completed data as a clean CSV ready for your existing process.
AGENTS & BROKERAGES
Anywhere you would normally send a spreadsheet.
Turn recurring Excel templates into reusable data workflows.
Switching CRMs
Move your database between Follow Up Boss, BoldTrail and Lofty with agents, stages and dates in the new CRM's format.
A new agent joins
Get their sphere and past clients out of a phone, Google Contacts or their old CRM, in your CRM's columns.
BoldTrail (kvCORE) imports
Leads in BoldTrail's import columns, each with an assigned agent, a status it uses and mm/dd/yyyy dates.
Follow Up Boss imports
Contacts with stages, sources, tags and assigned agents in Follow Up Boss's import columns.
Past client dates
Birthdays and closing dates written so birthday and home anniversary campaigns go out on the right day.
Rentals you manage
Tenants, leases and rent rolls for the properties you look after for owners.
Your Excel template becomes a workflow.
Take the spreadsheet structure you already use and turn it into a guided CSV workflow. Your columns stay under your control while the person providing the data gets a much clearer experience.
Email 1EmailPhone 1Cell Phone 1StageStatusAssigned ToAssigned AgentTagsHashtagsSwitching CRMs?
Bring the old export.
Export your contacts from the CRM you're leaving and upload the file. Its columns are matched to the ones your new CRM imports, and anything that won't import is highlighted before you upload it.
Email 1, Phone 1, Stage, Assigned To, Tags...
Email, Cell Phone 1, status, assigned agent, Hashtags...
LESS CLEANUP
Catch problems before the spreadsheet reaches your team.
Put the rules into the workflow instead of relying on instructions buried in an Excel template.
Required fields
Every contact needs an assigned agent before it can be imported.
No duplicates
The same email listed twice is flagged, whatever its capitals.
Dates, phones and emails
Birthdays and closing dates in your CRM's format, and real emails and phone numbers.
Dropdowns
Statuses and opt-ins only accept the values your CRM uses.
EMBED IT
Put the workflow where your team already works.
Send a link to each new agent, or embed the form in your brokerage intranet. This is the BoldTrail template, live: try typing 31/05/2017 into Birthday.
Share a link, or add the form to your own site with an iframe.
Your logo and brand colour on the form.
Set how many contacts each form accepts, up to 1,000.
CSV processing happens in the browser.
Import Builder processes CSV data locally in the user's browser. Spreadsheet contents don't need to be uploaded to Import Builder simply to provide the editing and validation experience.
Templates for You
Pipedrive People CSV Template
Sales & CRM
Zoho CRM Contacts CSV Template
Sales & CRM
Follow Up Boss Contacts Template
Sales & CRM
Statement of Values Template
Insurance
Residential Tenant Directory & Lease Tracker
Real Estate & Property Management
DoorLoop Residential Rent Roll Template
Real Estate & Property Management
Managing rentals too? See Import Builder for property managers.
Get the next agent's contacts in right first time.
Set up your CRM's columns and rules once, and send every agent the same form.
Data issues that break CRM imports
Avoid the mistakes that leave contacts skipped, merged or unassigned.