Managing contact lists inside the NSPO platform is simple, organized, and designed to help you segment and personalize communication at scale. Whether you're importing leads, building segmented audiences, or tagging VIP customers, our CRM tools are built to give you full control over your contacts.

Adding Contacts

You can manually add contacts one by one or import them in bulk using a CSV file. The platform auto-detects columns such as name, phone, email, company, tags, and more, streamlining the setup process.

Organizing Your List

Once your contacts are in the system, you can:

• Tag Contacts: Use custom tags to categorize leads (e.g., “VIP”, “First-Time Buyer”, “Hot Lead”).

• Create Smart Lists: Build dynamic lists based on criteria such as behavior, source, last interaction, or tags.

• Filter by Pipeline Stage: See which contacts are in which stage of your sales process and follow up accordingly.

Contact Profiles

Each contact has a detailed profile where you can track:

• Communication history (calls, texts, emails)

• Notes from your team

• Appointments booked

• Forms submitted

• Tags and custom fields

Syncing with Forms & Funnels

Contacts are automatically added and updated through forms, surveys, funnels, and chat widgets built through your NSPO-powered site, ensuring your lists are always up to date without any manual work.

Want to explore list-building strategies or syncing your contacts from another tool? Contact our team for support.