Customers
Manage your customer list and review outreach, all in one place.
In the dashboard
Customers is where all your customer records and review outreach live — there's no separate Contacts page to check.
All customers
Head to Customers → All customers to add someone by hand or import a whole CSV at once. You can search by name, phone, email, or tag, filter by contact status and tags, switch between cards and a table view, and export what you're looking at as a CSV.
The only thing you really need is a name. Add a phone number if you want to send texts, or an email if you want to send emails. Customers who opt out stay in the list — they just won't get any more messages.
Outreach and history
Go to Customers → Outreach & history to pick eligible customers, choose SMS or email, tweak the message, and send tracked review requests. Below that, you'll find the full history — channel, delivery status, clicks, and whether it led to a review — all searchable and filterable.
Lists stay usable at any size
Customer cards, tables, and outreach history scroll inside their own panels, loading more records as you reach the bottom.
Check out Review requests for templates, tracking, and the compliance basics.