Contacts & CRM
Your single source of truth for every customer, lead, and prospect. Keep your entire business organized without sticky notes or spreadsheets.
Overview
The Contacts module is the foundation of Local Service Stack. Every automation, campaign, and workflow connects back to your contact database. When a lead calls, fills out a form, or books a job, their information is captured here automatically.
Think of it as your business's memory. Every phone call, text message, invoice, and appointment is logged against the right contact so you always know the full picture before you pick up the phone.
Adding Contacts
There are two ways to get contacts into the system: manually one at a time, or in bulk via CSV import.
Manual Entry
Click the "Add Contact" button from the contacts list. Fill in the available fields and hit save. The contact is immediately available across all features including scheduling, invoicing, and campaigns.
CSV Import
Export your contacts from another system as a CSV file. Use our import tool to map your columns to contact fields. The system will flag duplicates automatically so you can merge or skip them during import.
Contact Fields
Every contact record holds the information you need to serve your customers and run automations effectively.
- Full name (first and last)
- Phone number (primary + secondary)
- Email address
- Street address with city, state, zip
- Tags for segmentation
- Internal notes
- Lead source tracking
- Custom fields (configurable)
Contact Timeline
Every contact has a timeline view that shows their complete history with your business. This includes phone calls, text messages, emails, appointments, invoices, review requests, and any notes your team has added.
The timeline is sorted chronologically so you can quickly see the most recent interaction. Before calling a customer back, check their timeline to understand where things stand.
Searching & Filtering
Use the search bar to find contacts by name, phone number, or email. For more advanced lookups, use filters to narrow your list by tags, lead source, date added, or last activity date.
Filters can be combined for precise targeting. For example, find all contacts tagged "HVAC" who haven't had activity in the last 90 days to build a re-engagement campaign.
Tags & Segments
Tags are labels you attach to contacts for organization and targeting. Common tag strategies include tagging by service type (plumbing, HVAC, cleaning), by status (lead, active customer, past customer), or by location (zip code, neighborhood).
Segments are saved filter combinations that update dynamically. Create a segment for "Active customers in the last 60 days" and it will always show the current matching contacts without manual updates.
Bulk Actions
Select multiple contacts using checkboxes to perform actions in bulk. Available bulk actions include adding or removing tags, exporting to CSV, sending a campaign, and deleting contacts.
Bulk actions work with both manual selections and filtered lists. Filter down to your target audience, select all, and launch a campaign in a few clicks.
Pro Tips for Organizing Contacts
- Tag every contact with at least one service type so your re-marketing campaigns can target accurately.
- Use the "source" field consistently. Knowing whether a lead came from Google, a referral, or a door hanger helps you double down on what works.
- Clean up your database quarterly. Merge duplicates, remove invalid phone numbers, and update tags for customers whose status has changed.
- Set up a naming convention for tags before your team starts using them. "hvac-repair" and "HVAC Repair" will create two separate tags.