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Victoria AI
Leads and customer base

A customer base that stays clean.

You import from your current CRM with your own fields, the system detects the duplicates and dormant leads come back into circulation on their own.

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Import from Excel · 9 custom field types · 11 bulk actions

app.victoriassistant.com
Victoria CRM: lead list with status, owner, funnel, tags and number of conversations
The problem

The base is the asset. And it is broken.

Three records for the same customer, fields only the person who filled them in understands, and a thousand leads nobody has touched in a year.

  • Migrating always costs data

    The fields specific to the business do not exist in the new CRM. Whatever does not fit the standard mould is lost along the way.

    Victoria solves:

    The import wizard proposes as a new custom field every column of the file that does not match a standard field.

  • The same customer, entered three times

    They came in on WhatsApp, then through the form and once more when the rep entered them by hand. Each record holds a piece of the story.

    Victoria solves:

    You mark which fields are unique information (national ID, email, phone) and the system detects the matches and offers a merge, conflict by conflict.

  • Leads end up owned by somebody

    The rep has them assigned, does not work them and nobody else can touch them. The base grows and the sales do not.

    Victoria solves:

    Automatic recycling: a lead that does not close within X days goes back to the pool, with a notice to the previous rep and to the supervisor.

  • Editing three thousand records by hand

    Changing the owner of a whole campaign is a weekend of work. And it comes out with errors.

    Victoria solves:

    You select the entire filter result, not just the visible page, and apply any of the 11 bulk actions.

On screen

The grid does the heavy lifting.

app.victoriassistant.com
Victoria CRM: leads grid with the status, owner, funnel and tag columns

On top of the base columns, the grid adds one column for every custom field present in the leads on that page. The table adapts to your business, not the other way round.

  • 11bulk actions
  • 9custom field types
  • 50records per page

The search box unifies name, ID, phone, CUIT and products. Export to Excel respects the applied filters or downloads the whole base.

Migration

From your current CRM to Victoria, in five steps.

The wizard recognises the fields specific to your business and creates them. There is no rebuilding the base by hand.

  1. 01

    You upload the file

    You export from your current CRM to Excel and load it. The preview accepts up to 5.000 rows.

  2. 02

    The columns get mapped

    The wizard detects by pattern which standard field each column corresponds to. Whatever matches none of them, it proposes as a new custom field.

  3. 03

    The phone numbers get validated

    The preview shows each number normalised and flags the ones that would end up out of format, before importing.

  4. 04

    You pick the sending number

    You define which WhatsApp number those leads will be tied to for the follow-up afterwards.

  5. 05

    You import and review the report

    The report shows created, updated and errors, with the detail of up to 10 failed rows and the reason for each one.

Step 02: the two columns that do not exist in Victoria are proposed as a new custom field, with the name you already used.

Designed to migrate from another CRM: the fields that do not exist in Victoria are created with the name you already used.

Maintenance

Cleaning the base stops being a project.

Order does not depend on somebody finding a free moment. It lives in the system rules.

See teams and permissions

Nine data types: text, number, email, phone, URL, date, yes/no, option list and long text. With a required rule per funnel stage, visibility and editing per role, and control over whether the AI may read and write each field.

Fine detail

What gets checked in the first demo.

90 days by default for recycling

The term is configurable and leads in the "Won" status are explicitly excluded from recycling.

Phone numbers normalised live

Type 3513341366 and the system proposes +5493513341366, detecting the country before saving.

Nobody overwrites what someone else did

If another user modified the lead while you were editing it, the system warns you instead of overwriting the data.

No duplicates when entering by hand

If the phone number you are entering already exists, you are added as a participant on the existing lead instead of creating a new record.

Deleting a field is warned in red

Deleting a custom field wipes every value stored in it and cannot be undone. If you deactivate it instead of deleting it, the data is kept and comes back when you reactivate it.

Import with a row-by-row report

Created, updated and errors, with the detail of up to 10 failed rows and their reason.

Keep going

The module that comes next.

Next step

Bring an Excel of your base to the demo.

We import it live, we see which of your own fields the wizard detects and how many duplicates it finds in your real base.

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We migrate from any CRM that exports to Excel.

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