Streamline your data management process with the CSV Online File + KarmaCRM 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.

KarmaCRM is a cloud-based customer relationship management solution that addresses small businesses, helping them build relationships, close deals and manage business operations. The contact management feature of KarmaCRM provides detailed overview on contact information, contact activity and history. Contacts can be located through system-wide searches and updated with mass operations.

Through KarmaCRM, users can search and connect with their customers through automatic searches on social profiles and leads can be automatically imported from the company's website. Users can also control access rights and permissions with customizable user groups.

KarmaCRM also allows you to boost the productivity of your team. In fact, activities can be prioritized with calendars, alerts and reminders that can be sent via email and SMS. Users can create and manage multiple calendars for different types of activities or events. Moreover, KarmaCRM allows you to customize and re-organize dashboard fields, tabs, labels and colors to meet the needs of the sales process. In addition, KarmaCRM integrates with Outlook or Gmail and has a Dropbox function for BCC emails directly to the CRM.