⌘K
AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
B

Leads

Live

435 active leads · ₹91,488 pipeline value

📖
Leads — SOP
How this module works
✅ Up to date with current module code
CRM pipeline core — captures, scores, and tracks every lead through the sales pipeline, with team-assignment, activity-logging, AI-assisted next-actions, and a fully customizable taxonomy (categories, sources, goals, and more).
Sections
🗂️
Kanban Pipeline
Every lead in one status-pipeline view — new, hot, warm, cold, negotiating, proposal sent, converted, or lost.
🔍
Filters & Search
Search by name, phone, or company, and filter by status, source, category, or assigned team member.
👁️
Lead Detail & 360 View
Open any lead for its full activity timeline, invoices, proposals, nurture journey, and conversation history in one place.
⚙️
Manage Settings
Add, edit, or remove your own categories, sources, goals, conversation types, and outcomes — no hardcoded lists.
Export Leads
Filters are applied to exports
Archived
435
Total active
₹91.5K
Pipeline value
13%
Conversion rate
104
Follow-ups due
Total Active
435
Pipeline Value
₹91.5K
Converted Revenue
₹148.0K
Conversion Rate
13%
Deals Closed
57
Follow-ups Due
104
Hot
0
Warm
1
Cold
0
Negotiating
0
Proposal Sent
0
Nurture
3
22 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
P
Priya Creation 📞
+918155921196
New
46
— Direct Call
M
Mitali
30 Sep
G
Gayatri handloom 📞
+918969994178
New
46
— Direct Call
M
Mitali
10 Oct
B
Bhupatbhai Bhulani 📞
Vtm Market +919227903295
New
46
— Direct Call
M
Mitali
10 Oct
H
Harish Panetar 📞
+919824052455
New
46
— Direct Call
M
Mitali
01 Oct
M
Maa Kripa Creation 📞
+919510728244
New
40
— Direct Call
M
Mitali
28 Sep
V
Vishal Devani 📞
+919722776382
New
46
— Direct Call
M
Mitali
01 Oct
D
Dharmik Sutariya 📞
Brand feild +919099381561
New
46
— Direct Call
M
Mitali
30 Sep
I
Iqbal Khatri 📞
Kala Kasab +919712447567
New
46
— Direct Call
M
Mitali
10 Oct
T
Tanvi Gol 📞
+919909407314
New
40
— Direct Call
M
Mitali
28 Sep
N
Navpad garments 📞
+919428453748
Lost
36
— Direct Call
M
Mitali
+ Schedule
K
Krishna ayar 📞
Jaini Diamond +917048313180
New
46
— Direct Call
M
Mitali
08 Oct
R
Rangani Enterprise 📞
+917046498218
New
46
— Direct Call
M
Mitali
30 Oct
W
Wellvort Fashion 📞
+916359700086
New
46
— Direct Call
M
Mitali
10 Oct
M
milan rakholiya 📞
Laxmi feb +919925999001
New
46
— Direct Call
M
Mitali
08 Oct
S
Sanjay Kothari 📞
Gautam sarees +917229026208
New
46
— Direct Call
M
Mitali
10 Oct
S
Sandeep vaid 📞
Jogmaya Fashion +919998401559
New
46
— Direct Call
M
Mitali
10 Oct
H
Hiren Patel 📞
Krishiv Creation +917405062747
New
51
— Direct Call
M
Mitali
30 Sep
S
Sudhir Pachani 📞
Bhagyavati Saree +919726550427
New
51
— Direct Call
M
Mitali
15 Oct
S
Sandeep Bhai 📞
Maa Shakambari Silk Mills +919824108264
New
51
— Direct Call
M
Mitali
28 Sep
D
Deepak Bhai 📞
Krishna Textile +919265373997
New
51
— Direct Call
M
Mitali
28 Sep
Showing 1–20 of 22

Log Activity

Optional — if set, lead moves to Upcoming queue. Leave blank to remove from queue.

⚙️ Lead Settings

Customize your pipeline
🎯 Meta Ads
Custom
✨ Branding
Custom
🎬 Reel/Video
Custom
📱 IG Management
Custom
📸 Photography
Custom
🛒 E-commerce
Custom
💍 Wedding
Custom
🚀 Product Launch
Custom
📱 Ai Shoot
Custom
📚 Agency
Custom
👩 Women's Wear
Custom
🧑 Men's Wear
Custom
👶 Kid's Wear
Custom
💎 Jewellery
Custom
⌚ Product Shoot
Custom

📤 Import Leads via CSV

CSV headers: name, phone, email, company, city, category, source, status, expected_value, assigned_to, notes
Click to browse or drop CSV file here

Change Status

👥 Team

Members · Performance
B
Bhavin
D
Dhruv
K
Krunal
M
Mitali
ADD MEMBER

💬 Send WhatsApp

Assign Leads

Score Breakdown
Total Score —
💬 WhatsApp
📦 Archive
P
Priya Creation
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
G
Gayatri handloom
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
B
Bhupatbhai Bhulani
Vtm Market
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
H
Harish Panetar
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
M
Maa Kripa Creation
40
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
V
Vishal Devani
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
D
Dharmik Sutariya
Brand feild
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
I
Iqbal Khatri
Kala Kasab
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
T
Tanvi Gol
40
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
N
Navpad garments
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Krishna ayar
Jaini Diamond
46
New Direct Call
— 08 Oct
💬 WhatsApp
📦 Archive
R
Rangani Enterprise
46
New Direct Call
— 30 Oct
💬 WhatsApp
📦 Archive
W
Wellvort Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
M
milan rakholiya
Laxmi feb
46
New Direct Call
— 08 Oct
💬 WhatsApp
📦 Archive
S
Sanjay Kothari
Gautam sarees
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sandeep vaid
Jogmaya Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
H
Hiren Patel
Krishiv Creation
51
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
S
Sudhir Pachani
Bhagyavati Saree
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
S
Sandeep Bhai
Maa Shakambari Silk Mills
51
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
D
Deepak Bhai
Krishna Textile
51
New Direct Call
— 28 Sep