Can I import leads from Excel into AgencyCRM?

Yes. Pro and Enterprise plans support CSV and Excel imports with column mapping, Indian phone number normalization and duplicate detection so you can move years of data without losing history.

Can I track which ad channel a lead came from?

Yes. Each lead has a source field (Meta Ads, Google Ads, WhatsApp, Referral, Website) and basic reports show which channel converts so you can spend budget where it works.

Can multiple users share the same lead pipeline?

Yes. Pro supports 2 users and Enterprise supports 5 users so a small agency team can share the lead pipeline and assign owners per lead.

Lead management

Lead management CRM for agencies

Stop losing enquiries. AgencyCRM gives every lead a status, source, owner and follow-up date — and lets you import thousands at once from CSV or Excel.

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Who it's for

Agencies and freelancers handling 50+ leads a month from multiple sources.

Problem it solves

Leads live in Excel and chat. Nobody knows what was promised, by when, by whom.

Relevant features

Statuses & owners
Lead source tracking
Notes & history
Bulk import
Follow-up reminders

Best-fit plan

Pro (₹299/mo)

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Common problems agencies face

Leads lost between sources

Meta Ads, WhatsApp and website forms all dump into different places.

No ownership

Nobody is clearly responsible for the next follow-up.

No history

Spreadsheets don't remember what you discussed two weeks ago.

How AgencyCRM solves them

Single inbox of leads

All enquiries land in one pipeline with statuses and sources.

Owners & follow-up dates

Assign owners and set follow-up dates so nothing slips.

Lead history & notes

Every call, message and status change stays attached to the lead.

Key features

Statuses

New, Contacted, Qualified, Proposal, Won, Lost.

Sources

Meta Ads, Google Ads, WhatsApp, Referral, Website.

Follow-up dates

Today, upcoming and overdue queues.

Bulk import

Import from CSV/Excel with duplicate detection.

Lead notes

Keep context on every conversation.

Click-to-call & WhatsApp

Reach out without leaving the lead row.

Excel & WhatsApp vs AgencyCRM

Capability	Excel & WhatsApp	AgencyCRM
Lead capture	Manual rows in Excel, easy to lose	Structured leads with status, source & owner
Follow-ups	Scattered WhatsApp threads	Daily follow-up queue with reminders
Bulk import	Copy-paste rows by hand	CSV/Excel import with duplicate detection
WhatsApp outreach	Manually retype messages	One-click pre-filled WhatsApp messages
Payments & retainers	Tracked in another file	Reminders + Retainer/MRR dashboard
Team & history	No audit trail	Per-user roles & lead history