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Note: this is email 3 of the 9 emails I'll send to help you get the most out of your CRM. If you don't want any more of these emails, just click here to unsubscribe or if you don't want any other emails from us, you can unsubscribe from all other emails here!

Hi John,

Ready to start putting Less Annoying CRM to the test?

Your CRM really starts to shine once your contacts are in and you can see how much easier it is to keep tabs on everyone. So let’s get your contacts imported and then you can really start trialing your account.

There are three easy ways to get your contacts into the CRM: adding them individually, importing them in bulk, or collecting them via a form.

#1 Add a single contact

From any page in the CRM:

Hover over "Add" in the navigation bar and select "Contact" in the menu.

To create a company instead, simply choose "Company."

In the dialog that appears, enter the relevant details like name, email, and phone number.

Select the "Create contact" button at the bottom to create the contact.

Voilà! Now try it out for yourself.

Click here to create a contact

#2 Have a spreadsheet? Import your contacts in bulk

If you have a list of contacts in an Excel sheet, your phone, or another CRM, you can easily import them into Less Annoying CRM:

Export your contacts from your current system into a spreadsheet file.

Make sure your spreadsheet is formatted correctly, with columns for names, email addresses, phone numbers, etc.

Go to the import section in Less Annoying CRM and upload your spreadsheet. Map the spreadsheet columns to the appropriate fields in the CRM.

Review the imported data and make any necessary adjustments. Save the import and your contacts will be added to the CRM.

For a full step-by-step walkthrough, watch our video on importing contacts.

Import your spreadsheet of contacts

We also offer 3 free imports if you’d rather we take this off your hands.

#3 Create a form for your leads to fill out

Have a "Contact Us" form on your website? Attending a conference? Collect leads by creating a custom form. Whenever a prospect fills out a form, they'll get automatically added to the CRM, saving you time!