To build a comprehensive customer database, you must collect and store information about each customer in a centralized location in a systematic manner. There are several approaches to creating a client information database: Collect information from existing customers and new leads using web forms. Input data directly from the company email address into the database. Through web chat interactions, gather customer information. Customer data should be recorded administratively or through transcripts obtained from direct calls with leads. Many small businesses start by keeping a simple spreadsheet of their customers. Modern CRM software systems allow for the seamless import of CSV files, allowing businesses to transfer data directly into the system. Businesses can easily add new leads and information about existing customers to their customer database once it is set up.