Software2026
CRM Prospection
Field prospecting CRM + 3CX telephony
The need
A sales team managing field and phone prospecting across dozens of scattered Excel files, with no reliable history.
What we delivered
Custom CRM: import of existing files, prospecting zones, visit tracking, 3CX telephony integration and sales dashboards.
Key features
- ✓Import of existing Excel files with deduplication
- ✓Field prospecting zones and rounds
- ✓3CX telephony integration and dashboards
Result
All prospecting history is centralised; each rep tracks their zones and follow-ups in one place.