How to Add a Contact in MooseCRM
Importing your contacts into MooseCRM allows you to keep all your clients and leads in one place. Once imported, MooseCRM helps automate follow-ups, organize your database, and use AI to uncover new opportunities—saving you time while helping you grow your real estate business.
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Five Steps to Import & Manage Contacts
Organize client records, sync Google Contacts, and leverage AI lead intelligence automatically.
1. Open & Explore Contacts
From the main menu, open Contacts to access your complete contacts database and view client records.
2. Add Contact & Enter Details
Click on Customer Create to open the add contact form. Fill in the contact's name, email, phone number, and attributes.
3. Import Google Contacts
Click on Import Google Contacts to open Google authorization. Once authorized, your contacts sync automatically to MooseCRM.
4. Manage Details & Schedule Follow-Up
Manage client emails, notes, and profile details. Schedule automated emails to follow up and track if emails have been read.
5. View AI Contact Portrait & Intention
AI provides an intelligence report analyzing contact intentions, such as buying budget, selling property location, and client preferences.
Why Manage Contacts in MooseCRM?
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Centralized Client Database Keep all buyers, sellers, and prospects in one organized, searchable workspace.
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Seamless Google Contacts Authorization Sync mobile and email contact lists automatically with zero manual CSV exports.
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AI Intent & Portrait Analysis Uncover buying budget, property criteria, and readiness using AI contact scoring.
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Email Nurturing & Read-Tracking Schedule follow-up emails effortlessly and track when clients open and read your messages.