Streamline your data management process with the CSV Online File + FunnelMaker integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

FunnelMaker is a cloud-based CRM software designed for companies of all sizes. FunnelMaker offers a user-friendly dashboard and helps in automatic sales tracking, email monitoring, and opportunity management.

FunnelMaker provides a pipeline management feature to help sales professionals track potential customers and capture customer activity data, and with FunnelMaker, users can access call transcriptions using the dashboard.

FunnelMaker also boasts a predictive analytics feature that helps users evaluate campaign performance by analyzing customer actions, such as the number of open emails, page visits, and purchases.