In 3 simple steps, upload your entire customer list into your PocketSuite account so you can get started right away.
Download Client Template
Simply open our client import template and make a copy, then input your client information.
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
Let us help you get started right away