Built for the Team That Runs the CRM
Sales ops doesn't need another opinion on how the pipeline should look — it needs the tools to build it. Lavisho TT gives ops teams custom objects and fields, bulk import via CSV or XLSX, automation rules for lead assignment and alerts, granular permission profiles, and a documented REST API to connect everything else in the stack.
What does Lavisho TT offer sales operations teams?
Sales operations teams can create custom objects and fields to model their own data, bulk import records via CSV or XLSX, set up automation rules and lead auto-assignment, configure granular role permission profiles, and connect external systems through a documented REST API with developer keys and webhooks.
Sales operations professionals who configure, maintain, and integrate the CRM for everyone else to use.
Problems we hear most often
- The CRM's default fields and objects don't match how the business actually operates.
- Migrating existing data means manual re-entry instead of a clean import.
- Lead routing and assignment are done by hand, causing delays and drops.
- Permission settings are all-or-nothing instead of matching role responsibilities.
- Connecting the CRM to ERP or other systems requires custom one-off scripts.
What changes with Lavisho TT
Custom objects and fields
Model entities specific to the business beyond the standard leads, accounts, and deals.
Bulk import and export
CSV/XLSX import brings in existing data, with Excel/PDF export for reporting downstream.
Automation rules
Lead auto-assignment, sequences, and alert rules remove manual routing work.
Granular permission profiles
Role-based permissions and permission profiles restrict access to match actual responsibilities.
Documented REST API
Developer keys, webhooks, and ERP connectors integrate the CRM with the rest of the stack.
Features you will use every week
Custom objects & fields
Extend the data model without waiting on a vendor release.
CSV/XLSX import
Bring in existing leads, accounts, and contacts in bulk.
Automation rules
Auto-assign leads and trigger alerts based on defined conditions.
Role permissions & profiles
Set granular access by role rather than an all-or-nothing toggle.
REST API & webhooks
Documented API with developer keys for custom integrations.
ERP connectors
Push billable hours and invoices to connected ERP systems.
Audit trails & user deactivation
Track changes and manage the user lifecycle as the team changes.
A typical week
- 1
Model the data
Ops creates custom objects and fields to match how the business actually works.
- 2
Import and clean
Existing records are bulk-imported via CSV/XLSX and deduplicated.
- 3
Automate routing
Assignment and alert rules are configured so leads route without manual work.
- 4
Integrate and monitor
The API and webhooks connect other systems, with audit trails tracking changes.
Outcomes to expect
- The data model matches the business instead of forcing a workaround.
- Migrating from spreadsheets or another CRM doesn't mean manual re-entry.
- Lead routing runs on rules instead of someone checking an inbox.
- Permissions match actual job responsibilities instead of being all-or-nothing.
- Integrations connect through a documented API instead of fragile scripts.
Frequently asked questions
Can we add fields that don't exist in the default CRM?
Yes, custom objects and custom fields let you model data specific to your business beyond the built-in leads, accounts, and deals structure.
How do we migrate data from our current system?
CSV and XLSX import handle bulk migration of leads, contacts, and accounts, and Excel/PDF export is available for anything you need to move back out.
Can we automate lead assignment by territory or product line?
Yes, lead auto-assignment rules can route new leads based on the conditions you define.
How granular are permission profiles?
Permission profiles are role-based and configurable, so access can be scoped to match specific job responsibilities rather than a single admin/user split.
Is there a public API we can build against?
Yes, there's a documented REST API with developer keys, plus webhooks and ERP connectors for billable hours and invoice push.
Can we deactivate users without deleting their data?
Yes, user deactivation keeps historical data intact while removing access, and audit trails record the change.
Is there row-level data isolation for multiple business units?
Yes, row-level tenant isolation and multi-company support keep data separated within a single workspace.
Related pages
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See Lavisho TT running with real sample data
Open the live demo workspace with sample customers, deals, visits and tasks, or start your own trial.