Upload the file
Excel or CSV from any previous system.
Move your customers in minutes—and clean out duplicates.
Import lists from Excel or CSV with column matching, then let Helpy find duplicate customers for you to merge in one click. Save the views and filters you use daily.
SEE IT IN ACTION
Import and clean up
Import from Excel, find and merge duplicates, and save the views you use every day.
- Stages you move with a tap
- Chats and calls in one profile
- Tags and lists for campaigns
HOW IT WORKS
Three steps, and it’s running.
Match the columns
Map name, mobile and tag columns.
Merge duplicates
Review similar groups and merge them, keeping their history.
WHY IT MATTERS
What you gain.
A quick start
Don’t start from zero when you switch.
Clean data
One customer, one profile—never two messages.
Saved views
Your daily lists in one click.
One profile per customer
Details, tags, notes and every chat, call and booking in one timeline.
Sales pipeline board
Drag customers between stages and see each stage’s value, with stages you tailor to your business.
Tasks and follow-ups
A task with a due date and owner per customer, with reminders so no one is forgotten.
Segments and tags
Filter by source, stage or tag, and send the segment to a campaign in one click.
Sync with your systems
Connect HubSpot, Zoho, Salesforce or Odoo to keep customers in sync.
