Admin

Marketplace Contacts — Provider CRM

Internal database · admin only · 0 records

Import contacts (CSV or JSON — parsed in your browser)

Headers like First Name, Company, Email, Phone, Website, Industry, and Services are auto-mapped. Thousands of rows import fine. Excel files use server-side extraction — CSV is recommended.

No file selected

Automated outreach

Prepare a batch and it's scheduled instantly — review the preview, then it sends automatically up to 50/day at 9am Central. No approval step.

Campaign batches

No batches yet. Prepare one above.

Contact / CompanyIndustryRelationshipMarketplace statusAI categorySegmentActions
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Tip: run Categorize all after importing so AI tags each business with a category, provider type, services, vertical, and invitation segment — then send segmented invitations.
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