Contact List & CRM

Last updated on Jul 08, 2026

The Contact List is your customer database — every renter, member, lead, and business contact in one searchable list.

How to Access

  1. Click Contacts in the left sidebar

Contact Fields

  • Name — First and last name
  • Email — Primary email address
  • Phone — Primary phone number
  • Tags — Custom labels for organization
  • Source — How the contact was acquired (manual, rental, membership, lead, etc.)
  • Created — When the contact was added

Adding Contacts

Contacts are created automatically when you:

  • Create a rental and add a new renter
  • Add a new membership
  • Create a lead

You can also manually add contacts by clicking Add Contact.

Search & Filter

Search by name, email, phone, or tag. The search is instant and works across all fields.

Frequently Asked Questions

Can I import contacts in bulk?
Bulk import is available through CSV upload. Contact support for assistance with large imports.

Are contacts shared across modules?
Yes. A contact who rents a vehicle is the same contact record if they later become a club member. All interactions are linked to one record.