readtomato Lead CRM

Enter your access code

Each person has their own code so notes and status changes are logged under your name. Ask Gly if you don't have one.

readtomato Lead CRM
Signed in as —
Total leads
—
one row per practice
OpenMart only
—
has phone numbers
AI Ark only
—
no phone numbers
In both sources
—
duplicates merged
With email
—
—
Already batched
—
—
Show
Leads —
Loading leads…
0 selected
Exported batches Numbered in order as they ship to Marshall · CSV files land in data/marshall_linkedin_batches/
Loading batches…
Upload a lead list Uploading changes nothing — it only shows you what would happen

Pick the format the file came from — it's read with the same parser as that source. Column names don't have to match exactly (capitals, spaces and common alternatives are handled), but the fields do have to be there. The file is then run through the full dedup check against every lead already here, and the result is parked below for review. Nothing joins the live list until someone presses Commit.

For a list you sourced yourself, and the home of ReadTomato's standard lead shape: Name, Title/practice, Company, Business type, City, State, Email, LinkedIn, Phone number, Website, Description. Bring any subset — anything the file doesn't have is simply left blank. All it truly needs is a company name plus one way to reach or enrich them: email, LinkedIn, phone or website. A single "Location" column holding "Atlanta, GA" is split into city and state for you. Tell it where the list came from and every lead it creates carries that label. Same review step as the other formats: nothing merges until someone presses Commit.

Review queue
Loading imports…
Import history Committed and rejected uploads — files are kept either way

Are you sure?

Build a batch

0 leads selected. This ships as the next batch — batches are numbered automatically, there's nothing to name. They'll be written as CSV files in Marshall's usual column shape and marked as batched.