Professional CRM

How to Import Contacts from Your Phone

Bring your entire phone book into your CRM instantly

Your phone contacts are a goldmine of existing relationships. NexaLink CRM can import them in one tap, giving you a complete view of your network with all the CRM features for better relationship management.

Difficulty:Beginner
3 minutes
Tools:
NexaLink CRM

Before You Start

  • NexaLink CRM app installed
  • Phone contacts to import

Step-by-Step Guide

1

Open Contact Import

In NexaLink CRM, go to Contacts and tap Import, then select From Phone.

Tip: Grant contact access permission when prompted
2

Select Contacts to Import

Choose to import all phone contacts or select specific groups and contacts.

Tip: Use the select-all option for a complete import, or pick specific groups
3

Review Duplicate Detection

NexaLink automatically checks for duplicates against your existing CRM contacts.

Tip: Choose merge to combine data or skip to keep only the existing CRM entry
4

Tag Imported Contacts

Apply a tag like 'Phone Import' to all newly imported contacts for easy identification.

Tip: This helps you distinguish phone contacts from scanned or manually added ones
5

Organize and Enrich

Review imported contacts and add notes, tags, and priority levels to the most important ones.

Tip: Start with your most contacted people by sorting by interaction frequency

Why This Matters

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

Pro Tips

Expert advice to get the most out of this workflow

Import once then enable background sync to keep contacts updated
Use the duplicate detector after import to clean up any overlaps
Add relationship context to your top 50 phone contacts first
Combine phone contacts with scanned cards for a complete network view

Related Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Try It?

Follow this guide and import contacts from phone in just 3 minutes.

Download on App StoreGet it on Google Play