⌘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
444 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
N
Nadeem dela 📞 Stale
+91 8329826092
New
28
— Direct Call
D
Dhruv
26 Sep
C
Codas Ware 📞 Stale
Codas Ware +91 9838385533
New
28
— Direct Call
D
Dhruv
25 Sep
J
Jaysukh Bhai 📞 Stale
J k creation 9376493643
New
32
— Meta Ads
K
Krunal
29 Sep
U
Umesh Dholiya 📞
Aarya fashion +919537221512
New
46
— Direct Call
M
Mitali
30 Oct
D
Darshn Shah 💬 Stale
Khushi Textile +919825107105
New
28
— Direct Call
K
Krunal
23 Sep
J
Jatin Bhai 📞
+919909522216
Lost
46
— Direct Call
M
Mitali
+ Schedule
R
Royalica Fashion 📞
+919824372851
Lost
46
— Direct Call
M
Mitali
+ Schedule
H
Hetal kachhadiya 📞
Violet Boutique +919978322000
New
46
— Direct Call
M
Mitali
30 Sep
Z
ZZ-TEST Client (B2C)
9111111111
Converted
0
— invoice — + Schedule
D
Deshmukh Sivam 📞 Stale
8160197174
New
28
— Direct Call
K
Krunal
21 Sep
M
Mukesh Bhai 📞 Stale
suhag creation +91 9328821873
New
28
— Direct Call
K
Krunal
21 Sep
V
Varshil Khalpada 📞 Stale
aksha_handmadejewelry +919428615246
New
28
— Direct Call
K
Krunal
21 Sep
D
Dipak BHai
SOMNATH OPTICAL 94269 95045
Converted
0
— invoice
K
Krunal
+ Schedule
R
REOPAX
9376812653
Converted
0
— invoice
K
Krunal
+ Schedule
A
Ajnero creation
7046290426
Converted
0
— invoice
K
Krunal
+ Schedule
R
Ramani Enterprise
9023581534
Converted
0
— invoice
K
Krunal
+ Schedule
M
Mahadev Creation
9033706006
Converted
0
— invoice
K
Krunal
+ Schedule
R
Radhe Priya
6351781880
Converted
0
— invoice — + Schedule
M
Mirav Sabhadiya Stale
Tremy +9194094999938
New
28
— Direct Call
K
Krunal
19 Sep
J
Jay Bajrang Fshaion 📞 Stale
Jay Bajrang Fshaion +91 99090 89008
New
28
— Direct Call
D
Dhruv
21 Sep
Showing 61–80 of 444

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
N
Nadeem dela
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
C
Codas Ware
Codas Ware
28
New Direct Call Stale
— 25 Sep
💬 WhatsApp
📦 Archive
J
Jaysukh Bhai
J k creation
32
New Meta Ads Stale
— 29 Sep
💬 WhatsApp
📦 Archive
U
Umesh Dholiya
Aarya fashion
46
New Direct Call
— 30 Oct
💬 WhatsApp
📦 Archive
D
Darshn Shah
Khushi Textile
28
New Direct Call Stale
— 23 Sep
💬 WhatsApp
📦 Archive
J
Jatin Bhai
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
R
Royalica Fashion
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
H
Hetal kachhadiya
Violet Boutique
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
Z
ZZ-TEST Client (B2C)
0
Converted invoice
—
💬 WhatsApp
📦 Archive
D
Deshmukh Sivam
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
suhag creation
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
V
Varshil Khalpada
aksha_handmadejewelry
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
D
Dipak BHai
SOMNATH OPTICAL
0
Converted invoice
—
💬 WhatsApp
📦 Archive
R
REOPAX
0
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ajnero creation
0
Converted invoice
—
💬 WhatsApp
📦 Archive
R
Ramani Enterprise
0
Converted invoice
—
💬 WhatsApp
📦 Archive
M
Mahadev Creation
0
Converted invoice
—
💬 WhatsApp
📦 Archive
R
Radhe Priya
0
Converted invoice
—
💬 WhatsApp
📦 Archive
M
Mirav Sabhadiya
Tremy
28
New Direct Call Stale
— 19 Sep
💬 WhatsApp
📦 Archive
J
Jay Bajrang Fshaion
Jay Bajrang Fshaion
28
New Direct Call Stale
— 21 Sep