Clear Estimates has installed a new feature allowing you to export your current customer list. You can find this export by heading to your Customers page and scrolling to the very bottom. Click Export Customer Data and you’ll be able to download a spreadsheet of your customer data.
When clicked, a .csv file download will begin. Just open that file and you’ll be able to see a list of your customers, as well as contact information.
Why is this useful to me?
Great question. This information is extremely useful in managing a database of contacts for communication purposes. Our industry thrives on referral marketing, and there is no better way to bring in easy business than to have it referred to you by someone you did work for. Common communication platforms are called email marketing tools, or CRMs. They allow you to import customer information and send referral, marketing, and advertising communication. We recommend a program like this to all of our customers. Too often do we lose communication with previous customers, not realizing how much potential business has gone by the wayside.
If you have any questions or are interested in the benefits of programs like CRMs or email marketing tools, just give us a shout! firstname.lastname@example.org
Thanks for reading!