CRM & Sales
Import & Export.
Import leads from Excel with a guided template. Export filtered lead data to Excel with column selection.
Complete Feature Overview
Bring existing lead lists into the platform in minutes with guided templates and a column-mapping wizard. Export exactly the data you need with custom filters and scheduled runs.
Key Benefits
- Excel import with templates
- Column mapping wizard
- Data validation on import
- Custom export filters
- Scheduled exports
More Features
Keep exploring the platform.
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Interactive Sales Map
Visualize your entire sales territory on a Leaflet-powered interactive map. Color-coded pins show lead statuses at a glance.
Learn more →📍Real-Time Agent Tracking
See where your field agents are in real time on a live map. Overlay territories to verify coverage and monitor check-ins.
Learn more →🛣️Route Planner
Plan optimized multi-stop routes for field agents. Algorithmic route optimization saves drive time.
Learn more →