Customers & leads

Add and import customers, track leads, follow up and get documents signed.

• Add a customerAdd a new customer with their name, phone, email, car and address, so jobs and quotes use the right price.
• Answer customer textsRead and reply to customers' texts in Customers → Texts, from your business's own number.
• Follow up with customersUse the Follow-ups list to see who is due for a check-in, log the call or text, and snooze or reassign reminders.
• Get a document signedMake a contract or waiver template once, then send it to a customer to sign on their phone and get the signed PDF back.
• Get permission for marketing textsMarketing texts only go to people who agreed. See who agreed on a customer's page and record permission you already have.
• Import your customers from a spreadsheet or GoHighLevelBring your customer list into Utopia from Excel, Google Sheets or a GoHighLevel export, without making duplicates.
• Track your leads and customer statusesSee who hasn't booked yet, what they might spend, and set up your own statuses for leads and customers.