Client Keeper Support
Mobile AppManaging Contacts

How to Import Contacts on Mobile

Bring your contacts from your phone to your CRM

Instantly bring your existing relationship network into ClientKeeper.

  • Open Import: Tap the Import icon (next to the plus button) on the Contacts screen.
  • Grant Permissions: If prompted, tap Open Settings, select Contacts, and switch access to Full Access.
  • Select Leads: Back in the app, search for specific names or use Select All to bring in your entire address book.
  • Confirm: Tap Import at the top right and wait for the success message.

Video Walkthrough

On this page