⌘K
AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
B

Leads

Live

435 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
435
Total active
₹91.5K
Pipeline value
13%
Conversion rate
104
Follow-ups due
Total Active
435
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
435 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
A
AUDIT TEST — COMBINED TRACE Stale
New
0
— invoice — + Schedule
A
AUDIT TEST — SESSION CHECK Stale
New
0
— invoice — + Schedule
A
AUDIT TEST — SWJS TRACE Stale
New
0
— invoice — + Schedule
A
AUDIT TEST — SWJS REPRO Stale
New
0
— invoice — + Schedule
C
CHEDELO SAREE Stale
8140449733
New
0
— invoice
D
Dhruv
+ Schedule
C
CHEDELO SAREE Stale
81404 49733
New
0
— invoice
D
Dhruv
+ Schedule
A
AG STORE
7737343643
Converted
0
— invoice
K
Krunal
+ Schedule
M
Mira plastics
9638231908
Converted
0
— invoice
B
Bhavin
+ Schedule
A
Ajay Bhai 📞 Stale
Nitya Fashion 98255 66645
New
28
— Direct Call
K
Krunal
26 Sep
A
AUDIT TEST CUSTOMER — ISSUE1 VERIFY
Converted
0
— invoice — + Schedule
P
PiyushBHai 📞 Stale
Aai Shree Khodiyar 8000882222
New
28
— Direct Call
K
Krunal
28 Sep
V
Vikass Bhai 📞 Stale
+91 9825655050
New
28
— Direct Call
D
Dhruv
01 Oct
U
Umesh Bhai 📞 Stale
ak fashion +91 8669188447
New
28
— Direct Call
D
Dhruv
26 Sep
S
Shrehynsh Bhai 📞 Stale
+91 8758111939
New
28
— Direct Call
D
Dhruv
01 Oct
R
Rinkje Jain 📞 Stale
+91 9228794620
New
18
— Direct Call
D
Dhruv
+ Schedule
V
Vikass Bhai 📞 Stale
Shree Shyam +91 9166655432
New
28
— Direct Call
D
Dhruv
26 Sep
R
Ravi Bhai 📞 Stale
ad one +91 8980010002
New
28
— Direct Call
D
Dhruv
01 Oct
H
Hiren Bhai 📞 Stale
topsuns +919537322971
New
28
— Direct Call
D
Dhruv
01 Oct
P
Priya Creation 📞
+918155921196
New
46
— Direct Call
M
Mitali
30 Sep
S
Sumit Bhai 📞 Stale
+91 7861804881
New
28
— Direct Call
D
Dhruv
01 Oct
Showing 1–20 of 435

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
AUDIT TEST — COMBINED TRACE
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
A
AUDIT TEST — SESSION CHECK
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
A
AUDIT TEST — SWJS TRACE
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
A
AUDIT TEST — SWJS REPRO
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
C
CHEDELO SAREE
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
C
CHEDELO SAREE
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
A
AG STORE
0
Converted invoice
—
💬 WhatsApp
📦 Archive
M
Mira plastics
0
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ajay Bhai
Nitya Fashion
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
A
AUDIT TEST CUSTOMER — ISSUE1 VERIFY
0
Converted invoice
—
💬 WhatsApp
📦 Archive
P
PiyushBHai
Aai Shree Khodiyar
28
New Direct Call Stale
— 28 Sep
💬 WhatsApp
📦 Archive
V
Vikass Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
U
Umesh Bhai
ak fashion
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
S
Shrehynsh Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
R
Rinkje Jain
18
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
V
Vikass Bhai
Shree Shyam
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
R
Ravi Bhai
ad one
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
H
Hiren Bhai
topsuns
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
P
Priya Creation
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
S
Sumit Bhai
28
New Direct Call Stale
— 01 Oct