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

Leads

Live

436 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
436
Total active
₹91.5K
Pipeline value
13%
Conversion rate
104
Follow-ups due
Total Active
436
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
28 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
R
Rinkesh Bhai 📞
Fobras 8690187086
Converted
40
— Walk-in
K
Krunal
14 Sep
H
HARSH 📞 Stale
BEUTY NX +919558383810
New
40
— Direct Call
K
Krunal
22 Sep
S
sagar bhai 📞 Stale
chhoga clothing 7777900325
New
45
— Walk-in
K
Krunal
22 Sep
N
NITIN THUMAR 📞 Stale
9974638574
New
55
— Meta Ads
K
Krunal
21 Sep
M
misika 📞 Stale
hand make holik 9824302072
New
38
— Direct Call — + Schedule
M
mandani creation 📞 Stale
8200088657
New
37
— Direct Call — + Schedule
D
dihox 📞 Stale
9265868305
New
30
— — — + Schedule
S
satar fashion 📞 Stale
9104000714
New
31
₹650 Direct Call — + Schedule
N
nillesh gorasia 📞 Stale
9624604694
New
38
— Direct Call — + Schedule
S
subham 📞
subham creation 7405655153
Lost
40
— Direct Call — + Schedule
A
amitbhai 📞
radhe enterprice 9913275596
Lost
33
— Direct Call — + Schedule
N
naddem 📞
n r designer 9824303882
Lost
40
— Direct Call — + Schedule
G
ghanshyam bhai 📞 Stale
durja fab 98795 63451
New
40
— Direct Call — Reach out to ghanshyam bhai at durja fab... + Schedule
D
dhruv zalavadiya 📞
8320477737
Lost
40
— Direct Call — + Schedule
S
sahid malek 📞
ayat abay +918200451377
Lost 🌱
35
— Direct Call — + Schedule
N
nikhil 📞 Stale
9033332437
New
36
— Direct Call — + Schedule
N
nishant patel 📞
global tread 9033363033
Lost
40
— Direct Call — + Schedule
B
bablu medpara 📞 Stale
mavtar creation 9099276720
New
42
— WhatsApp — + Schedule
A
akshy 📞
sadguru fabric 9265662257
Lost
35
— Direct Call — + Schedule
D
divyesh bhai 📞
havenkaya +919909925245
Lost
40
— Walk-in — + Schedule
Showing 1–20 of 28

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
R
Rinkesh Bhai
Fobras
40
Converted Walk-in
— 14 Sep
💬 WhatsApp
📦 Archive
H
HARSH
BEUTY NX
40
New Direct Call Stale
— 22 Sep
💬 WhatsApp
📦 Archive
S
sagar bhai
chhoga clothing
45
New Walk-in Stale
— 22 Sep
💬 WhatsApp
📦 Archive
N
NITIN THUMAR
55
New Meta Ads Stale
— 21 Sep
💬 WhatsApp
📦 Archive
M
misika
hand make holik
38
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
M
mandani creation
37
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
D
dihox
30
New Stale
—
💬 WhatsApp
📦 Archive
S
satar fashion
31
New Direct Call Stale
₹650
💬 WhatsApp
📦 Archive
N
nillesh gorasia
38
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
S
subham
subham creation
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
A
amitbhai
radhe enterprice
33
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
naddem
n r designer
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
G
ghanshyam bhai
durja fab
40
New Direct Call Stale
—
Reach out to ghanshyam bhai at durja fab within th...
💬 WhatsApp
📦 Archive
D
dhruv zalavadiya
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
sahid malek
ayat abay
35
Lost Direct Call 🌱
—
💬 WhatsApp
📦 Archive
N
nikhil
36
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
N
nishant patel
global tread
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
B
bablu medpara
mavtar creation
42
New WhatsApp Stale
—
💬 WhatsApp
📦 Archive
A
akshy
sadguru fabric
35
Lost Direct Call
—
💬 WhatsApp
📦 Archive
D
divyesh bhai
havenkaya
40
Lost Walk-in
—