Growing your client database in Radius is quick and flexible. Whether you're importing contacts in bulk, connecting third-party platforms, or adding clients one at a time, you have multiple options to get contacts into your CRA efficiently.

Key Benefits

Multiple Import Methods: Add clients individually, in bulk, or via integrations
Flexible Data Entry: Capture as much or as little information as you have available
Required Fields Only: Get started quickly with just the essential information
Rich Client Profiles: Add personal details like birthdays and anniversaries for meaningful touchpoints
Instant Property Matching: Create home searches immediately after adding buyer clients
Tag Organization: Keep your database segmented and easy to navigate from day one

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Ways to Add Clients

There are three primary methods for adding clients to your database:

Method 1: Third-Party Integrations

Connect your existing platforms to automatically sync contacts:

Click the integrations button in the top right
Select your integration platform
Follow the connection prompts
Clients will sync automatically based on your integration settings

Method 2: Bulk CSV Import

Migrating from another platform? Import multiple contacts at once:

Prepare your contact list as a CSV file
Send your file to support@radiusagent.com
Our team will process and import your contacts
You'll receive confirmation once the import is complete

Tip: Contact support for a CSV template to ensure your data imports correctly.

Method 3: Add Individual Clients

Add clients one at a time for maximum control:

Click the "Add Client" button in the top right
Fill out the client information
Save or create a property search

Adding a New Client Step-by-Step

Let's walk through the process of setting up a new client manually.

Step 1: Select the 'Add Client' icon

Click the "+ Client" button in the top right corner of your client dashboard.

Step 2: Choose Who the Client Is For

For Team Leads and Admins: You can create clients on behalf of other team members. Select the appropriate agent from the dropdown.

For Individual Agents: The client will automatically be assigned to you.

Step 3: Enter Required Information

Fields marked with an asterisk (*) are required. Here's what you need at minimum:

Full Name *

Enter the client's complete name in this field.

Contact Information *

You must provide at least one of the following:

Phone Number (you can add multiple phone numbers if available)
Email Address (you can add multiple email addresses if available)

Tip: Adding both phone and email enables more communication options and better engagement tracking.

Client Type *

Select the appropriate type:

Buyer
Seller
Landlord
Tenant
Referral

Status *

Choose where this client is in your pipeline:

New Client
Met with Client
Pre-approved
Listing Prepped
Showings-Tours
Sending & Receiving Offers
In Contract
Closed

Source *

Indicate how you met or acquired this client:

Open House
Referral
Online Lead
Past Client
Sphere of Influence
Other sources

Step 4: Add Tags (Highly Recommended)

Tags provide an extra layer of organization to keep your database segmented and easy to navigate.

To add tags:

Click in the Tags field
Select from existing tags, or
Type a new tag name and press Enter to create a new tag

Common tag examples:

VIP
Sphere of Influence
First-Time Buyer
Luxury Market
Hot Lead
Investor

Step 5: Add Optional Details

Beyond required fields, you can capture additional information to personalize your client relationships:

Personal Information:

Birthday: Never miss an opportunity to send birthday wishes
Home Anniversary: Celebrate their purchase anniversary each year
Spouse/Partner Name: Build relationships with the whole household
Occupation: Understand their professional background

Additional Contact Details:

Secondary phone numbers
Work email addresses
Preferred communication method

Property Preferences (for Buyers):

Desired neighborhoods
Price range
Must-have features
Timeline

Property Details (for Sellers):

Current address
Property type
Estimated value

Tip: The more details you add now, the more personalized and effective your follow-up can be throughout the year.

Step 6: Save or Create a Search

Once you've entered all available information, you have two options:

Option 1: Save Client

Click "Save Client" to add them to your database. You can create property searches or take other actions later.

Option 2: Save and Create Search

For buyer clients, click "Create Search" to:

Save the client to your database
Immediately set up property search criteria
Start matching them with listings right away

This option is perfect when you're ready to begin sending property recommendations immediately.

Frequently Asked Questions

Q: Can I edit client information after saving?
A: Yes! Click on any client to open their profile and edit any field at any time.

Q: What happens if I don't have an email or phone number?
A: You must provide at least one contact method. If you only have one, that's fine—you can add the other later.

Q: Can I add multiple clients with the same name?
A: Yes, the system allows duplicate names. Use additional details like email or tags to differentiate between clients.

Q: Will clients receive notifications when I add them?
A: Not automatically. Clients only receive communications when you explicitly send them (like property recommendations or app invitations).

Q: Can I change a client's type after creating them?
A: Yes! You can update client type at any time by editing their profile or using bulk actions.

Q: How do I know if a client already exists in my database?
A: The system will alert you if you try to add a client with an email or phone number that already exists.

Q: Can I add clients on mobile?
A: Yes! The Add Client functionality is available on both web and mobile apps.

Q: What if I need to add a client type that's not listed?
A: Use the existing types that best match, and then use tags to provide additional context. Contact support if you have suggestions for additional client types.

Q: Can I bulk edit clients after importing via CSV?
A: Yes! Use bulk actions to update tags, types, or other fields for multiple clients at once.