⌘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
125 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
V
Vishal Nayani 📞
Sukruti Design +918238353389
New
46
— Direct Call
M
Mitali
15 Oct
P
Pawan Prajapat 📞
+919725117535
New
46
— Direct Call
M
Mitali
10 Oct
C
Chandan Bhai 📞
Amit Tex +919727019588
New
46
— Direct Call
M
Mitali
10 Oct
S
Sachin Bhai 📞
Krishna Fashion +919512180680
New
46
— Direct Call
M
Mitali
15 Oct
N
Nikunj Parmar 📞
Sahaj traders +919601255039
New
46
— Direct Call
M
Mitali
10 Oct
H
Hardik Bhai 📞
Vanshaft Collection +918200605485
New
46
— Direct Call
M
Mitali
24 Sep
M
Maan Enterprise 📞
+917874475463
New
51
— Direct Call
M
Mitali
10 Oct
P
Pankaj Bhai 📞
SRTEXPORT +919725020131
New
46
— Direct Call
M
Mitali
10 Oct
D
Dihox 📞
+91 92658 68305
New
40
— Direct Call
D
Dhruv
12 Oct
R
Ruchit 📞
Wardrobe Wockos +916356635797
New
46
— Direct Call
M
Mitali
10 Oct
S
Sanjay Bhai 📞
Vani Creation +919722017689
New
45
— Direct Call
M
Mitali
29 Sep
K
Krushiv Bhai 📞
Navya Fashion +917874247974
New
46
— Direct Call
M
Mitali
25 Nov
J
Jayesh Bhai 📞
Textile Fab +918306363017
New
46
— Direct Call
M
Mitali
15 Oct
K
Kishorbhai 📞
Vraj Creation +918000300025
New
46
— Direct Call
M
Mitali
10 Oct
P
Pankaj Bhai 📞
Rudra fashion +919726003040
New
46
— Direct Call
M
Mitali
10 Oct
D
Dasbhai 📞
Eva Fashion +919925678133
New
46
— Direct Call
M
Mitali
18 Nov
M
Maulikbhai 📞
+918866181421
New
46
— Direct Call
M
Mitali
15 Oct
K
Kalpesh Bhai 📞
Kalapi Fashion +918160032757
New
46
— Direct Call
M
Mitali
10 Oct
S
Satyapal silk stores 📞
+919725781858
New
46
— Direct Call
M
Mitali
15 Oct
P
Prince padsala 📞
Grown shades jewelry +919023414408
New
46
— Direct Call
M
Mitali
15 Oct
Showing 41–60 of 125

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
V
Vishal Nayani
Sukruti Design
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
P
Pawan Prajapat
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
C
Chandan Bhai
Amit Tex
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sachin Bhai
Krishna Fashion
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
N
Nikunj Parmar
Sahaj traders
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
H
Hardik Bhai
Vanshaft Collection
46
New Direct Call
— 24 Sep
💬 WhatsApp
📦 Archive
M
Maan Enterprise
51
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
P
Pankaj Bhai
SRTEXPORT
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
D
Dihox
40
New Direct Call
— 12 Oct
💬 WhatsApp
📦 Archive
R
Ruchit
Wardrobe Wockos
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sanjay Bhai
Vani Creation
45
New Direct Call
— 29 Sep
💬 WhatsApp
📦 Archive
K
Krushiv Bhai
Navya Fashion
46
New Direct Call
— 25 Nov
💬 WhatsApp
📦 Archive
J
Jayesh Bhai
Textile Fab
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
K
Kishorbhai
Vraj Creation
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
P
Pankaj Bhai
Rudra fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
D
Dasbhai
Eva Fashion
46
New Direct Call
— 18 Nov
💬 WhatsApp
📦 Archive
M
Maulikbhai
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
K
Kalpesh Bhai
Kalapi Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Satyapal silk stores
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
P
Prince padsala
Grown shades jewelry
46
New Direct Call
— 15 Oct