⌘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
A
Arpit Dholariya 📞
+919328020227
New
51
— Direct Call
M
Mitali
03 Oct
A
AASHRAY EXPORTS
90994 81402
Converted
30
— invoice
K
Krunal
+ Schedule
A
Ayodhya Fashion
9099200205
Converted
30
— invoice
K
Krunal
+ Schedule
V
Vimal Rathi 📞
Rachita Collection +919586271110
New
46
— Direct Call
M
Mitali
10 Oct
R
Ramdev fashion
9427558369
Converted
30
— invoice — + Schedule
J
jensi fashion
9879057762
Converted
30
— invoice
K
Krunal
+ Schedule
S
Sunil Dandwani 📞
Hifi Creation +917859899266
Lost
40
— Direct Call
M
Mitali
+ Schedule
G
Gayatri fashion mart 📞
+918866219977
New
46
— Direct Call
M
Mitali
10 Oct
D
Disha 📞
Kalindi Dresses +919106722957
New
46
— Direct Call
M
Mitali
30 Sep
G
Gunvant Bhai 📞
+918128281376
New
46
— Direct Call
M
Mitali
15 Oct
C
Chetna 📞
Feear +918128997427
New
46
— Direct Call
M
Mitali
02 Oct
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
S
Sudhir Pachani 📞
Bhagyavati Saree +919726550427
New
51
— Direct Call
M
Mitali
15 Oct
C
Chandan Bhai 📞
Amit Tex +919727019588
New
46
— Direct Call
M
Mitali
10 Oct
H
Hari Joshi 📞
Aandi Saree 9426860122
New
46
— Direct Call
K
Krunal
18 Sep
A
Aalagiya Vipul
+918140158140
New
46
— Direct Call
K
Krunal
30 Sep
N
Naresh Bhai
Aakruti Chapni 9714091110
New
46
— Direct Call
K
Krunal
16 Nov
M
Mukeshbhai
Kashish Selection 9824060068
New
46
— Direct Call
K
Krunal
01 Oct
S
Sachin Bhai 📞
Krishna Fashion +919512180680
New
46
— Direct Call
M
Mitali
15 Oct
Showing 141–160 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
A
Arpit Dholariya
51
New Direct Call
— 03 Oct
💬 WhatsApp
📦 Archive
A
AASHRAY EXPORTS
30
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ayodhya Fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
V
Vimal Rathi
Rachita Collection
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
R
Ramdev fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
J
jensi fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
S
Sunil Dandwani
Hifi Creation
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
G
Gayatri fashion mart
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
D
Disha
Kalindi Dresses
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
G
Gunvant Bhai
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
C
Chetna
Feear
46
New Direct Call
— 02 Oct
💬 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
S
Sudhir Pachani
Bhagyavati Saree
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
C
Chandan Bhai
Amit Tex
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
H
Hari Joshi
Aandi Saree
46
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
A
Aalagiya Vipul
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
N
Naresh Bhai
Aakruti Chapni
46
New Direct Call
— 16 Nov
💬 WhatsApp
📦 Archive
M
Mukeshbhai
Kashish Selection
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
S
Sachin Bhai
Krishna Fashion
46
New Direct Call
— 15 Oct