In 3 simple steps, upload your entire customer list into your PocketSuite account so you can get started right away.
Download Client Template
Simply download our client import template to CSV or Excel.
Enter Client Information
Add client contact information, location information, lead source information, and notes
Copy over from existing customer files, or enter in details manually from your desktop
Email & Upload
Send an email to firstname.lastname@example.org with your client file attached
Your client data will be uploaded directly to your account in PocketSuite account
No need for you to manually add any client information, allowing you to get started right away