Help & FAQ

Go to Leads, click Import, choose your CSV file, map the columns, preview the rows, then import.

Your CSV needs a name column. Optional columns can include phone, email, timeframe, stage, notes, labels, created date, follow-up date, and follow-up note.

Yes. Add labels in a labels column. Use comma-separated labels such as:

A lead can have up to 5 labels.

Aruho skips duplicate leads when it finds matching email or phone information.

Use the import batch filter to identify leads from a specific CSV import. Review the imported leads carefully before deleting anything, so you only remove the records you intended to remove. Before importing a large CSV, create a manual backup from Settings > Data & Backups.

Follow-ups are tasks attached to leads. Add a due date and note, then work them from the Follow-Up/Tasks page.

Yes. Aruho supports weekly and monthly recurring follow-ups. When you complete the current recurring follow-up, Aruho creates the next one.

Overdue follow-ups appear on the Follow-Up/Tasks page. Leads with overdue follow-up work can also appear in Needs Action when dashboard status is set to Auto.

The Dashboard is a priority view. It is not meant to show every lead. It helps surface leads in Focus, Active, Appointments, and Needs Action.

Needs Action is for leads that need attention, especially leads with overdue follow-up work or leads manually placed there.

Auto lets Aruho place leads on the Dashboard based on stage, appointments, and overdue follow-ups. You can also manually place a lead in a dashboard column or hide it from the dashboard.

Notes are plain-text history attached to a lead. Use notes for call summaries, preferences, context, and next steps.

Yes. Lead search can include note content.

Aruho stores your CRM data locally on your computer in a SQLite database.

Aruho is designed as local-first CRM software. Your CRM database stays on your computer unless you choose to back it up using your own backup system. License activation is separate and may contact Aruho's license system to validate your license.

Aruho creates local .sqlite backup copies of your CRM database. You can create a manual backup from Settings > Data & Backups. Aruho also checks on startup and can create an automatic backup if it cannot find a valid backup from the last 24 hours.

Go to Settings > Data & Backups. Aruho shows your current database location, backup folder, last backup, and backup count. Your CRM data and backups are local, so use your normal Mac backup system if you want off-computer protection.

Yes. In Settings, use Restore from Backup and choose the appropriate Aruho .sqlite backup file. This lets you restore from a saved local database backup.

Restoring replaces your current CRM data with the selected backup after restart. Aruho creates a safety backup first.

Aruho checks the selected file before restoring. Invalid backup files are rejected.

If you want to start fresh, create a manual backup first and contact support for guidance before removing CRM data.

Your CRM data is stored locally in a SQLite database. Advanced users may be able to export data from a copied backup using SQLite tools. For safety, do not edit the live database file directly.

Advanced users can inspect a copied backup database with SQLite tools, but editing the database directly is not supported. Manual database edits may break relationships between leads, labels, notes, follow-ups, and settings.

Go to Settings > License. Aruho shows your license status and a masked version of the stored license key.

Go to Settings > License and choose Deactivate License. Deactivation clears local activation details and returns the app to the license screen. It does not delete your CRM data.