Import your customer list into Contacts
Zarla now keeps everyone you work with in one Contacts list and imports your customers from Xero or a spreadsheet, so they're ready to invoice.
Contacts is now one place in your sidebar. It opens on new inquiries, with your pipeline one tab over, and its Everyone tab lists everyone you deal with, one row each: people who asked for a quote, booked, subscribed, paid you or bought from your shop. Each is tagged Customer, Lead or Subscriber. Filter by tag, search, or download it as a spreadsheet.
Import takes a CSV from Xero, Google Contacts, Outlook or any spreadsheet. Check who's coming in, untick anyone you don't want, like suppliers, and say whether they've paid you before. Anyone already here with the same email isn't added twice, and you can undo an import for 7 days. Paid in cash? Mark them as a customer.
- What it does
- Every inquiry from your website lands in one inbox, sorted hottest first, with follow-up reminders and a pipeline — a CRM built into the site, not a separate subscription.
- Who gets it
- Included on every plan
- This update
- Available since