In the beginning, it is very easy to download all of your past, current, and future customers to an Excel file, and then upload directly into Click2Sell. Depending on which CRM you use, we can help you sync activity between Click2Sell and your CRM. Some of our clients want the history moved to CRM upon Meeting and some upon Sale.

We have flexibility in how we work with your CRM but bottom line, all of the “clutter” belongs in Click2Sell and the customers belong in CRM.