Stop Managing Leads in Excel.
Start Automating Them.
Upload your CSV. Auto-assign reps. Set status & labels directly from sheet. Trigger WhatsApp follow-ups instantly.
No manual work. No duplicate chaos.
The Real Problem With Excel Lead Management
Most businesses run their entire sales pipeline through Excel files shared on WhatsApp. Here's what that actually looks like:
Excel is storage. It is not a workflow system.
With 3Sigma, One Upload Does Everything
What 3Sigma Does With Your Excel File
Every column. Every row. Fully mapped, assigned, and automated — the moment you upload.
Column Mapping
Map any column to Name, Phone, Email, City, Budget, Project, or custom fields. No data loss — every column has a home.
- Name & contact fields
- City, budget, project
- Any custom field
Set Status From Sheet
Import each row with its own status directly from your spreadsheet column.
- New, Hot, Follow-Up
- Proposal Stage, Closed
- Each row independent
Set Labels From Sheet
Map a column to labels so every lead is tagged from day one — no manual labeling needed.
- Ad Lead, High Budget
- Loan Case, Project A
- Cold Revival, any label
Assign Salesperson From Sheet
Assign specific reps per row, or let the system distribute using rules.
- Specific user per row
- Round robin distribution
- Auto-assign by city / project
Import Custom Fields
Any extra column becomes a custom CRM field — dropdown, text, or number. Nothing gets left behind.
- Dropdown / text / number
- All extra columns mapped
- Zero data loss
Inbuilt Duplicate Protection
Before creating a lead, the system checks the phone number and prevents or merges duplicates automatically.
- Phone number check
- Prevent or merge duplicate
- Update existing if configured
What Happens After Import
Import triggers the full automation engine — zero manual steps required.
All supported via the 3Sigma automation engine.
Who This Is Built For
Ad-Based Businesses
Running Facebook / Google ads and exporting lead data as Excel every day.
Channel Partners
Brokers and partners sending bulk sheet leads from portals or head office.
Real Estate Teams
Using Housing.com, MagicBricks or 99acres lead downloads.
Agencies
Managing bulk lead data for multiple clients in spreadsheets.
Old CRM Migrations
Moving lead history from another CRM or Excel-based system into 3Sigma.
Telecalling Teams
Working with daily call lists shared as CSV files across the team.
Ready to Stop the Excel Chaos?
Upload once. Assign instantly. Automate everything. That's how 3Sigma turns your spreadsheet into a live sales workflow.
No credit card required • Free 7-day trial • Mobile-friendly