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Guide 4 min read

Adding leads in seconds, not sessions

Other CRMs need an onboarding call to upload a spreadsheet. Here is how lead entry actually works in Dreamteam. Timed in seconds.

The fastest way to kill a new CRM is to make importing your existing leads feel like filing taxes. We built Dreamteam's intake around one idea: however your leads arrive. A spreadsheet, a phone call, a driving-for-dollars note. They should be in your pipeline before the momentum fades.

Three ways in, all fast

  1. 1

    One at a time. About 15 seconds

    Hit Add Contact or New Deal, type a name and number, pick a type (Seller, Investor, Lender...), done. Color-coded and filterable instantly.

  2. 2

    CSV import with smart mapping

    Drop in any spreadsheet and map your columns. Full names or first/last, up to five phone numbers and five emails per contact, company, notes. The mapper shows you exactly what lands where before you commit.

  3. 3

    Lead lists for bulk campaigns

    Import entire purchased or pulled lists, keep them organized as lists, and work them into deals as sellers respond.

And once a lead is in, the system takes over: instant SMS response through your AI agents, follow-up tasks created automatically, and every conversation attached to the deal. So nothing rides on memory.

Try it yourself

The free tier includes contacts, lead lists, and unlimited pipeline deals. Import your messiest spreadsheet and see what happens.

Quick questions

Put this to work on a real deal

Free CRM. No credit card. Pipeline, calculators, and AI agents included.