CRM Software Development
Custom CRM with Excel lead import (100 to 10,000+ leads), lead assignment, conversations, opportunities, invoices and reports.
What you get
We build custom CRM (Customer Relationship Management) software for sales teams that handle many leads. Upload leads from Excel in bulk, from a hundred to more than ten thousand in one go, and the system checks and saves them properly.
Managers assign leads to executives, executives record conversations and move leads into opportunities, and invoices and reports stay in the same system. Super admin, admin, manager and executive each get their own dashboard.
- Bulk lead upload from Excel, 100 to 10,000+
- Raw leads and lead assignment
- Conversations and opportunities
- Invoices and sales reports
- Dashboards for four roles
Who it is for
Dashboards for every role
Super admin
Controls the whole CRM, users and settings
Admin
Manages leads, teams and data
Manager
Assigns leads and watches team performance
Executive
Works on assigned leads and records conversations
Main modules
Lead management
- Add leads
- Excel bulk upload
- Raw leads
- Assign leads
Sales follow-up
- Conversations
- Opportunities
- Invoices
Reports
- Lead
- executive and sales reports for managers
How we work
- 01
Discover
We listen, understand your goals and agree on a clear scope and timeline.
- 02
Design
Simple wireframes and a clean visual design you approve before we build.
- 03
Build
Secure, fast, tested code, with regular demos so you always see progress.
- 04
Launch & Support
We deploy, train your team and stay with you after go-live.
Frequently asked questions
Can I upload thousands of leads from Excel? +
Yes. Our CRM supports bulk upload from Excel, from about 100 leads to more than 10,000 at a time, with checks so the data is saved correctly.
How do I give leads to my sales team? +
Managers assign leads to executives. Each executive then sees only their own leads and records every conversation.
What are raw leads? +
Raw leads are newly imported leads that nobody has worked on yet. Managers review them and assign them to executives.
Can the CRM create invoices? +
Yes. Invoices are part of the CRM, so a won opportunity can move straight to billing.
Have an idea or a problem to solve? Let's build it.
Tell us what you need. We reply with a clear plan, usually within one working day.