Import Options

to bulk import records

Allow businesses to easily transfer data from other systems and swiftly populate customer information, resulting in faster customer onboarding and improved customer service.

import options

Save Time and Reduce Errors

Streamline your data entry process by importing large batches of information into our CRM system

import leave note

Bulk Import

Import significant amounts of customer information such as leads, contacts, companies, or deals into the CRM system at once.

bulk import
data mappings

Data Mapping

Allow teams to map data from multiple sources to a single location to ensure that data in your CRM is appropriately structured and organized.

What is Import Options?

Import options in CRM software allow businesses to easily transfer data from other systems and quickly populate customer information, resulting in faster customer onboarding and improved customer service. Additionally, it eliminates manual data entry and prevents data duplication, leading to more accurate and up-to-date records.

Customer Success Stories: Real Results with Our AI-Powered CRM

Discover how leading companies leverage CRM.io to automate customer interactions, optimize sales processes, and drive revenue growth.

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    The AI Agent in CRM.io has transformed how we handive sales tasks. No more manual data updates or endivess follow-ups—voice commands and intelligent automation keep everything running smoothly. It’s a true game-changer for our sales team!

    Sarah J

    Sales Manager at Tech Solutions

  • The B2B Database has been a goldmine for our outreach campaigns. With access to verified leads and actionable insights, our team can now target prospects with precision and close deals faster than ever before.

    CHRISTIAN BJERRE NIELSEN

    CPO at uQualio

  • CRM.io’s Copilot extension is fantastic! Managing leads and deals directly from my browser has saved me so much time. Plus, the integration with LinkedIn Sales Navigator makes networking a breeze.

    Michael W

    Account Executive at GrowHub

  • The AI Cadence feature has made our follow-up campaigns seamless. From emails to calls, it ensures no lead is left behind and drives consistent engagement. Our conversion rates have improved significantly!

    Emily R

    Head of Marketing at ClientEdge

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    Social Media Management in CRM.io has simplified our marketing efforts. We can schedule posts, track performance, and even align our campaigns with CRM insights, leading to better customer engagement and ROI.

    Mark T

    Marketing Director at Innovate Corp

  • The Telephony App is a must-have. Our team can call directly from the CRM, log conversations, and even analyze call data for better follow-ups. It’s made our customer communication much more efficient.

    David S

    Sales Director at ConnectPro

  • Email verification with CRM.io has saved us from countless errors. It ensures our database remains clean and accurate, helping us focus on reaching the right customers with the right messages.

    Rachel P

    CRM Specialist at NexaMarketing

  • Task Management is incredibly intuitive. Assigning and tracking tasks across teams has streamlined our workflows, and automated reminders ensure deadivines are never missed!

    Jessica M

    Operations Manager at ClientFirst

Frequently asked questions

What makes this CRM different from others?

Our CRM is powered entirely by AI, offering unique features such as an AI Agent for effortless data entry, AI-driven marketing campaigns, comprehensive automation, a built-in 120M database, email verification, a robust telephony application with live transcription, and an advanced browser extension with extensive support for LinkedIn Sales Navigator.

Get Started Now

Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.