CRM Program Start

CRM Dashboard

This is your home page and where you will upload information on new accounts and prospects. It is also you navigation hub to connect to any page in the program.

Client Name

Primary Contact Name

Primary Contact Phone

Primary Contact Email

Client Id

Client Address Street

Client Address State

Client Address City

Client Address Zip

Upload CSV File

Initial Notes

Bulk Upload Instructions

To streamline your onboarding, TrenchesCRM allows you to import multiple clients at once using a CSV-formatted file. First, click the Upload CSV File button to select your file. Once selected, click Import Clients to begin the upload process. Your file will be securely parsed and added to your CRM, preserving all mapped fields—including strategic notes in the Client Brief section. For formatting guidance, you can also download our Sample CSV Template to ensure your headers match the system’s structure.