⌘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
J
Jyoti 📞
Arthat Kid's Wear Fashion +918511988923
New
46
— Direct Call
M
Mitali
20 Oct
G
Gurang 📞
Gurang Social Media Agency +919558747410
Lost
51
— Direct Call
M
Mitali
+ Schedule
H
Heeriva 📞
Heeriva Fashion 785980725
New
51
₹7,000 Direct Call
K
Krunal
+ Schedule
K
KETAN DUNGARSHIBHAI PATEL 💬
SAREE + 91 9820972220
New
51
₹0 Direct Call
M
Mitali
15 Oct
A
AG one Imported Women's garment 🤝
AG one Imported Women's garment +919033332437
New
45
₹10,000 Instagram
M
Mitali
+ Schedule
Showing 121–125 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
J
Jyoti
Arthat Kid's Wear Fashion
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
G
Gurang
Gurang Social Media Agency
51
Lost Direct Call
—
💬 WhatsApp
📦 Archive
H
Heeriva
Heeriva Fashion
51
New Direct Call
₹7,000
💬 WhatsApp
📦 Archive
K
KETAN DUNGARSHIBHAI PATEL
SAREE
51
New Direct Call
₹0 15 Oct
💬 WhatsApp
📦 Archive
A
AG one Imported Women's garment
AG one Imported Women's garment
45
New Instagram
₹10,000