Leadforest

About the Project

Every valuable connection starts with a single touchpoint. Nurture your business relationships, track opportunities, and watch your customer network flourish with Leadforest's intuitive CRM platform.

Key Features:

• 🔍 Smart Search: Filter contacts by name, email, phone, tags, or notes.
• 🏷️ Dynamic Tagging System: Organize leads with custom tags like "Lead", "VIP", and "Meeting".
• 📆 Reminders & Notes: Never miss a follow-up or meeting. Add comments, notes, and schedule reminders directly on the contact cards.
• 💬 Activity Tracking: See who was last active and when, helping you prioritize outreach.
• 💸 Deal Value Tracking: Instantly view the potential deal value associated with each lead (shown in green under names).
• 👥 Contact Management: Easily add or import contacts and manage tags through a clean UI.

📥 Import People – CSV Contact Import Made Simple

The Import People feature in LeadForest CRM allows users to quickly upload and add multiple contacts from a CSV file. It provides an intuitive interface to map CSV columns (like name, email, phone, tags, etc.) to the correct CRM fields, ensuring a smooth and accurate import process. This feature streamlines onboarding by eliminating manual data entry and lets users segment their contacts instantly with tags, making it easy to organize and start managing relationships right away.