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

Leads

Live

444 active leads · ₹90,188 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
444
Total active
₹90.2K
Pipeline value
14%
Conversion rate
104
Follow-ups due
Total Active
444
Pipeline Value
₹90.2K
Converted Revenue
₹149.3K
Conversion Rate
14%
Deals Closed
62
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
S
shahank yadav 📞 Stale
savari life style 7518729020
New
38
₹12,000 Direct Call — + Schedule
S
sagar jariwala 📞
chillen +919924816888
Lost
40
— Direct Call — + Schedule
A
Abhi hirpara 📞 Stale
INFINITY HUB +917572916781
New
37
— Direct Call — + Schedule
R
Ravibhai Stale
Soham Textile 9825122457
New
36
— Direct Call — 24 Sep
D
D s creation 📞 Stale
+919664977335
New
35
— WhatsApp — + Schedule
M
MEHTA ASHVINKUMAR 📞
8320344881
Lost
40
— Direct Call — + Schedule
J
jigneshbhai 📞 Stale
om lapani 9924643281
New
40
— Direct Call
K
Krunal
21 Sep
H
hasraj motwani 📞 Stale
satyapal silk +919725781858
New
37
— Meta Ads
K
Krunal
Schedule an intro call with hasraj motwa... 22 Sep
Showing 21–28 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
S
shahank yadav
savari life style
38
New Direct Call Stale
₹12,000
💬 WhatsApp
📦 Archive
S
sagar jariwala
chillen
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
A
Abhi hirpara
INFINITY HUB
37
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
R
Ravibhai
Soham Textile
36
New Direct Call Stale
— 24 Sep
💬 WhatsApp
📦 Archive
D
D s creation
35
New WhatsApp Stale
—
💬 WhatsApp
📦 Archive
M
MEHTA ASHVINKUMAR
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
J
jigneshbhai
om lapani
40
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
H
hasraj motwani
satyapal silk
37
New Meta Ads Stale
— 22 Sep
Schedule an intro call with hasraj motwani at saty...