CRM Software

Today's Follow-ups

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Leads

	ID	Date	Customer	Mobile	Place	Source	Model	SC	Branch	Status	TD	Follow-up	Telecaller	WhatsApp

CRM Users

Master Data

Lead Details

Add Lead

Customer Name *

Date

Mobile (10 digits)

Other / International Mobile Any format — intl numbers, alternate contacts

Place

Source

Vehicle Model

SC Assigned

Branch

Status

TD Status

Enquiry Number

Follow-up Date

Telecaller

ICRE Remarks

SC Remarks

Add User

Display Name

Username

Password (leave blank to keep existing)

Role

Linked Telecaller (from data)

Data Access

Allowed Branches Leave all unchecked = access all

Allowed Sources Leave all unchecked = access all

📥 Import Leads from Excel / CSV

Upload an .xlsx or .csv file. First row must be column headers.
⬇ Download template to get started.

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Click to choose file or drag & drop

Supports .xlsx and .csv — max 1000 rows