Your customers in one place

Add customers, bring in your list from a spreadsheet, keep notes, and see every call and visit with them.

Updated September 28, 2026

Every customer is a contact in CrewRobin. Open CRM → Contacts in the sidebar.

Add a customer

  1. Click Add Contact.
  2. Fill in the First Name, and the Phone and Email if you have them.
  3. Click Create Contact.

Save phone numbers the same way each time, with the country code (for example +15125550123). When that customer calls your CrewRobin number, the call is matched to them by phone number.

Bring in your customer list

Export your list from your old software or spreadsheet as a CSV or Excel file (up to 10 MB).

  1. On Contacts, click Import.
  2. Drop your file in the box, or click to pick it.
  3. Under Duplicate handling, choose Skip duplicates or Update existing. Customers are matched by email.
  4. Click Next: Map Columns. For each column in your file, pick the matching field, or — Skip — to leave it out.
  5. Click Import Contacts. You'll see how many were added, updated and skipped.

Rows with no first name and no email are skipped.

Notes and history

Click a customer's name to open their page. Click any field under Contact Information to change it.

  • To leave a note, choose Note above the box, type it (for example "gate code 4411, dog in yard") and click Add Activity. You can log a Call, Task or Meeting the same way.
  • The Activity Timeline shows everything with this customer, newest first. Use the filter (Notes, Calls, Emails, SMS and more) to narrow it down. Calls made through CrewRobin are added on their own.
  • Use Files → Upload for photos, permits or old invoices.

To find someone fast, search by name, email, phone or company at the top of Contacts. Export downloads your whole list.