Pomio CRM supports CSV export for contacts and companies, so teams can take structured data out of the tenant without rebuilding records by hand.
Why buyers ask this
CRM buyers often need a portable copy of people and company records: for a spreadsheet report, a one-off analysis, an accountant, or a controlled migration. If export is missing, the CRM becomes a closed silo.
What CSV export means
CSV (comma-separated values) is a plain table file that opens in Excel, Google Sheets, and most data tools. In a CRM context it usually means exporting the fields you already see for contacts and companies into that file format.
How Pomio CRM approaches CSV export
Pomio CRM lets you export contacts and companies to CSV. That sits alongside leads overview (board and list), companies with archive, tasks, scoreboard, and the Sales Management dashboard — so operational work stays in the product while structured lists can leave as CSV when you need them.
Export and access control
Export does not replace roles. Pomio CRM still uses role permissions with own, team, or organisation scope. What a user may see and act on inside the tenant remains governed by those roles; CSV is an output path for eligible contact and company data, not a bypass of tenant isolation.
When CSV export helps
Typical uses: offline reporting, sharing a filtered list with a partner outside the CRM, preparing a migration checklist, or keeping a periodic snapshot. For day-to-day pipeline work, board/list views and the Sales Management dashboard remain the primary surfaces.
Go deeper
Does CSV export include every CRM object?
Pomio CRM’s documented export covers contacts and companies. Other objects (for example pipeline views or scoreboard) are worked in the product UI; do not assume every screen has a matching CSV unless product docs say so.
Is CSV the same as a full database backup?
No. CSV is a table export of selected record types. It is useful for spreadsheets and migration prep. It is not a complete platform backup of users, permissions, audit history, or configuration.
Does export weaken multi-tenant isolation?
No. Each export runs inside the signed-in tenant. Pomio CRM keeps tenant data separated; exporting contacts or companies does not open another organisation’s records.