What is Customer Management in HeyBoss?
HeyBoss projects include built-in Customer Management (CRM) features that help you organize, track, and manage your customer relationships.
Perfect for small businesses, freelancers, and entrepreneurs who need a simple way to manage customer information.
Accessing Customer Management
Open your project in HeyBoss
Navigate to "Customers" or "CRM" section
View your customer list
Adding Customers
Manual Entry
Add customers one at a time:
Click "Add Customer" or "New Customer"
Fill in customer information:
Name
Email
Phone
Company
Notes
Save the customer record
Import from CSV
Bulk import customers from a spreadsheet:
Prepare a CSV file with customer data
Click "Import Customers"
Upload your CSV file
Map columns to customer fields
Review and confirm import
Import from Gmail
Import contacts directly from your Gmail account:
Click "Import from Gmail"
Authorize HeyBoss to access your Google contacts
Select contacts to import
Confirm import
Privacy Note: HeyBoss only imports the contacts you select and does not access your emails.
Managing Customer Information
View Customer Details
Click on any customer to view:
Full contact information
Interaction history
Notes and tags
Associated projects or orders
Edit Customer Information
Update customer details as needed:
Click "Edit" on the customer record
Modify any field
Save changes
Add Notes and Tags
Keep track of important information:
Notes: Add detailed notes about interactions, preferences, or history
Tags: Organize customers with labels (e.g., "VIP", "Lead", "Active")
Delete Customers
Remove customer records if needed:
Select the customer
Click "Delete"
Confirm deletion
Warning: This cannot be undone
Organizing Your Customer List
Search and Filter
Find customers quickly:
Search by name, email, or company
Filter by tags
Sort by date added, name, or custom fields
Customer Segments
Group customers for targeted actions:
Active customers
Leads and prospects
VIP or high-value customers
Inactive customers
Common Use Cases
Service-Based Business
Track client projects and interactions:
Client contact information
Project history
Service preferences
Communication notes
E-commerce Store
Manage customer relationships:
Purchase history
Shipping addresses
Customer preferences
Return/exchange notes
Freelancers
Keep track of clients:
Client details
Project requirements
Payment information
Future opportunities
Integrations and Export
Export Customer Data
Export your customer list to CSV:
Click "Export to CSV"
Download the file
Use in other tools (spreadsheets, email marketing, etc.)
Connect to Forms
Automatically add customers from form submissions:
Contact forms
Newsletter signups
Registration forms
Privacy and Data Protection
HeyBoss takes customer data privacy seriously:
Your customer data is stored securely
Only you have access to your customer information
Data is encrypted in transit and at rest
You can export or delete data at any time
Best Practices
Keep Information Up to Date
Regularly update customer information to ensure accuracy.
Add Meaningful Notes
Document important interactions, preferences, and details that will help you provide better service.
Use Tags Consistently
Develop a tagging system and use it consistently across all customer records.
Regular Backups
Export your customer data regularly as a backup.
Need Help?
If you have questions about customer management, contact HeyBoss Support.
Need help? Contact Support