Welcome to Coconut CRM.
To get started, import all your contacts.
Lead source was adjusted.
Lead source was uploaded with abbreviations for each platform. These were renamed to align with our system.
Full name was split.
Full name was split into first and last name to align with our system.
All of your contacts were imported and transformed to look exactly like our system needs it.
If you get stuck, we're here to help.
Just close the importer, send us a message, and later on you can pick up right where you left off.
Is your data messy? Don't fret.
We built a template behind the scenes. It will correct 90% of your data formats for things like dates, emails, and more.
🎉 Welcome! We're so glad you're here.
Without your data, we can't do much. So, let's get started!