Get started
In a few quick steps you'll set up how you sign in, add your agency, then upload your customer list. That list is what we use to recognize callers and show their information on your screen when the phone rings.
Upload your customer database
Upload a file that includes your customers with at least 2 fields: phone numbers and name. We normalize formats so we can match callers. Use a spreadsheet export from your management system, Excel, or CSV, whatever you already have.
Note: Your data will not be misused. It is uploaded and stored in encrypted form.
Drag your file here, or use the button below
Upload a file that includes your customers with at least 2 fields: phone numbers and name. We accept Excel (.xlsx, .xls) or CSV. You'll see a quick preview below; when you continue, rows are saved to your workspace.
Only your agency's list is stored; it is never shared with other agencies.