Bulk lead import CRM with CSV and Excel upload
Move years of agency leads into AgencyCRM in minutes. Upload CSV or Excel, map columns, normalize Indian phone numbers and skip duplicates — without losing history.
Who it's for
Agencies migrating from Excel or another CRM with hundreds or thousands of leads.
Problem it solves
Manual copy-paste is slow, error-prone and creates duplicates that pollute the pipeline.
Relevant features
- CSV & Excel upload
- Column mapping
- Indian phone normalization
- Duplicate detection
- Skip or update existing
Common problems agencies face
Spreadsheets that don't match
Each Excel has different columns and headers.
Indian phone format chaos
Numbers stored as +91, 91, 0 prefix or 10-digit — all mixed.
Duplicate leads
Same lead imported multiple times from different campaigns.
How AgencyCRM solves them
Column mapping
Map your spreadsheet columns to AgencyCRM fields before importing.
Phone normalization
Indian numbers are normalised to a clean +91 10-digit format automatically.
Duplicate handling
Choose to skip duplicates or update existing leads with the new info.
Key features
CSV / XLSX / XLS upload
Most common spreadsheet formats supported.
Preview before import
See the first rows and your mapping before commit.
Validation
Invalid rows are flagged and skipped instead of corrupting the data.
Plan-aware limits
Import respects the lead cap of your current plan.
Sample files
Download a CSV/XLSX template that matches AgencyCRM's columns.
Reports
See imported, duplicate and invalid counts after each run.
Plans in INR — start free, upgrade when you grow
Free (₹0, 30 leads) · Pro (₹299/month) · Enterprise (₹599/month). All plans support UPI & Razorpay.
FAQs
Related pages
Ready to run your agency in one workspace?
Start with the Free plan and upgrade only when you grow. INR pricing, UPI supported.