An in-CRM prospecting tool letting agencies filter a large company database and import contacts directly into GHL with a credits-based usage system.
To help agencies and their clients find relevant companies and decision-makers, we designed and developed a Prospecting tool built directly inside GHL CRM. Users can filter a large database by Country, Industry, Role, Revenue, and more, then import selected contacts and companies directly into their CRM.
Each imported record automatically creates a Contact, Company, and Opportunity in the CRM, enabling sales teams to follow up immediately. A credits-based import system balances accessibility with monetisation: free accounts get limited imports per month, paid plans can purchase additional credits, and imported contacts are automatically tagged for tracking.
Designed and built the full system across multiple versions, from the initial data pipeline through monetisation and multi-tenant scaling.
V1: Foundation
Database import pipeline handling large CSV datasets (download → extract → clean → map fields). Initial API endpoints for serving filtered results. Frontend table with search and filters. Manual import button; non-paying users limited to 15 imports.
V1.1: Enhancements
Import count tracking per subaccount and location. UI updates for import button states ("Imported" / "Upgrade"). Temporary upgrade workflow linked via email.
V1.2 & V2: Monetisation & Scaling
Full credits system with roll-over and non-rollover logic. New accounts receive 20 credits; monthly top-up of 3 credits; admin-configurable purchase amounts. Agencies can adjust credit quotas per client. Frontend pipeline selector for Opportunity creation during import. Subaccount and token-based authentication for multi-tenant security. Designed to support 1,000+ subaccounts at scale.