Make Your CRM Data Easier To Organize, Update, And Manage
Import records, manage products and forms, track every change, and keep your CRM data organised so your team always has the right information at the right time.
Import & Export
Move Your Business Data In And Out Without Manual Work.
Import leads, customers, companies, products, and other important records from Excel, CSV files, or existing tools. Export the data you need for reporting, backup, analysis, or sharing with your team.
AiEngage helps you bring your data into one CRM without spending hours copying information from spreadsheets.
Product Catalog
Keep Your Products And Services Ready For Every Sales Conversation.
Manage your product catalog inside AiEngage so your team can quickly add the right products, services, packages, or pricing details to leads, deals, quotations, and customer records.
This helps sales teams avoid outdated pricing, reduce manual work, and present accurate information every time.
Forms
Capture The Right Information From Every Enquiry.
Create forms for your website, landing pages, campaigns, registrations, bookings, support requests, and internal processes. Every submission can flow directly into your CRM with the customer details, source information, and enquiry context attached.
Forms help your team collect structured data from the start, making it easier to route leads, trigger follow-ups, and keep records complete.
Audit Logs
Know Exactly What Changed And Who Changed It.
Audit Logs give you a clear record of important activity inside your CRM. Track updates to customer details, deals, payments, assignments, workflows, permissions, and other business records.
This helps managers maintain accountability, review changes, and protect the accuracy of important data.
Sheet View
Work With CRM Data In A Familiar Spreadsheet-Style View.
Use Sheet View to review, sort, filter, update, and manage large sets of records without opening each contact one by one.
Your team gets the flexibility of a spreadsheet with the structure and control of a CRM. This makes it easier to clean records, update details, manage lead lists, and take bulk action faster.
Data Mapping
Make Sure Every Imported Field Goes To The Right Place.
When you import data from Excel, CSV files, ad platforms, or other tools, field names may not always match your CRM structure. Data Mapping lets you connect each incoming column to the correct AiEngage field before importing.
This keeps your customer data clean, avoids misplaced information, and helps your team start with organised records from day one.
AI Data Cleanup
Keep Your CRM Clean Without Spending Hours Checking Records.
AI Data Cleanup helps identify incomplete, duplicate, outdated, or inconsistent information across your CRM. Instead of relying on manual checks, your team can quickly spot records that need attention.
Cleaner data helps your sales, support, and marketing teams work with more confidence and make better decisions.
