How do I use the V1CE CRM to manage my contacts?
On V1CE ClientCapture OS, the V1CE CRM lives in the CRM section of your dashboard sidebar. It stores every contact captured from your Contact Capture form, plus contacts you add manually or import via CSV. From CRM you can view full details, add notes and tags, filter and search, export, and sync to your external CRM.
How to open the V1CE CRM on V1CE ClientCapture OS
Log in at app.v1ce.co
Click CRM in the sidebar
Your captured contacts and company records appear there
If you can't find CRM in the sidebar, your V1CE software may not have the feature on your plan. Contact V1CE support.
How do contacts get added to V1CE
Contacts get added to your V1CE CRM in three ways:
On its own when someone fills in your Contact Capture form on your page.
Manually by clicking Add contact in the CRM section.
CSV import for bulk uploads.
What information is stored on a V1CE contact
A V1CE contact record stores everything submitted on the Contact Capture form plus anything you add manually: name, email, phone, company, job title, location, social links, notes, and tags.
Can I see activity history for a contact
Yes. Each contact's record shows when they were captured, which emails V1CE has sent them, opens, clicks, and more.
Can I add notes and tags to contacts
Yes. Add notes to any contact to remember context and conversations. When you follow up later, you know exactly what you discussed. Tags are added on their own by source (for example, the event you met them at), and you can also add your own tags to organise your list.
Can I export my contacts
Yes. You can export your V1CE contacts to CSV at any time from the CRM section. Your data is always yours.
Can I track companies too
Yes. Create company records with details like size, funding, and linked contacts. From a company record you can see everyone you know at that company in one place.
Can I sync V1CE contacts to my external CRM
Yes, with some important distinctions on which CRMs V1CE syncs to natively vs which require a Zapier workaround.
V1CE has native CRM integrations for the most common platforms. Connect them directly from your V1CE dashboard's integrations settings, and new contacts sync on their own.
For CRMs that V1CE does not sync to natively, the supported workaround is Zapier. Connect V1CE to Zapier, then use Zapier to push contacts to the CRM of your choice.
HighLevel
V1CE does not currently sync natively with HighLevel. To get V1CE contacts into HighLevel, use the Zapier workaround. Connect V1CE to Zapier, then use Zapier's HighLevel integration. V1CE also provides Contact Capture options that include Welcome emails and Smart follow-ups directly inside V1CE, so you may not need to push contacts into HighLevel if all you want is smart email follow-up.
If V1CE adds a native HighLevel integration in the future, this article will be updated.
Works with: V1CE Smart follow-ups, V1CE Check-ins, Zapier (and any CRM Zapier connects to).
If you are on legacy V1CE Plus, Pro, or Teams software
If your dashboard has a link switcher at the top, you are on the legacy V1CE software. On legacy, your contacts area may be labelled differently and is accessed per link. The same capabilities (notes, tags, export, Zapier) apply, but the menu position differs. If you are unsure where to find your contacts on legacy software, contact V1CE support.
Still need help? Start a chat with V1CE's team and V1CE will sort it out.