⌘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
9 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
R
rr clothing 📞
9979871752
Converted
43
— Direct Call
K
Krunal
20 Aug
N
NAROLA KEVAL 📞
NSQE 9409658994
Converted
44
₹700 Meta Ads
K
Krunal
+ Schedule
J
janak bhai 📞
praypsa fashion 9909703926
Converted
44
— Meta Ads
K
Krunal
+ Schedule
B
Bhavin Senjaliya
Kithub 9978682112
Converted
5
— invoice
B
Bhavin
+ Schedule
V
VISHAL BHAI 📞
ANTILA FASHION ZONE 6358043687
Converted
60
₹2,000 Direct Call
B
Bhavin
22 Aug
B
Bhavin Senjaliya
BR +91 9909663547
Converted
76
₹70,000 Direct Call
K
Krunal
Re-engage Bhavin Senjaliya at BR via pho... 22 Jul
B
b r fab 📞
+917046773290
Converted
53
₹650 Direct Call
B
Bhavin
+ Schedule
H
heeriva 📞
heeriva fashion +917859805725
Converted 🌱
41
₹900 Direct Call
K
Krunal
+ Schedule
O
os jeans bharat bhai 📞
os jeans +919033004130
Converted
58
₹10,000 Direct Call
K
Krunal
Schedule closing call with OS Jeans to f... + Schedule
Showing 1–9 of 9

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
rr clothing
43
Converted Direct Call
— 20 Aug
💬 WhatsApp
📦 Archive
N
NAROLA KEVAL
NSQE
44
Converted Meta Ads
₹700
💬 WhatsApp
📦 Archive
J
janak bhai
praypsa fashion
44
Converted Meta Ads
—
💬 WhatsApp
📦 Archive
B
Bhavin Senjaliya
Kithub
5
Converted invoice
—
💬 WhatsApp
📦 Archive
V
VISHAL BHAI
ANTILA FASHION ZONE
60
Converted Direct Call
₹2,000 22 Aug
💬 WhatsApp
📦 Archive
B
Bhavin Senjaliya
BR
76
Converted Direct Call
₹70,000 22 Jul
Re-engage Bhavin Senjaliya at BR via phone call wi...
💬 WhatsApp
📦 Archive
B
b r fab
53
Converted Direct Call
₹650
💬 WhatsApp
📦 Archive
H
heeriva
heeriva fashion
41
Converted Direct Call 🌱
₹900
💬 WhatsApp
📦 Archive
O
os jeans bharat bhai
os jeans
58
Converted Direct Call
₹10,000
Schedule closing call with OS Jeans to finalize pr...