⌘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
137 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
J
Jaydeep Bhai 📞
Shareeji Tex 9924617530
Warm 🌱
51
— Direct Call
K
Krunal
10 Oct
A
Ab 📞
Ab The House 9978866798
New
46
— Direct Call
K
Krunal
11 Oct
A
Ankit 📞
Join Terin +919638650813
Lost
46
— Direct Call
M
Mitali
10 Oct
K
KIrtan Bhai 📞
Flayer Digital 7600747081
New
48
— WhatsApp
K
Krunal
21 Sep
V
Viral Satani 📞
Prusti Enterprise 9974793898
New
46
— Direct Call
K
Krunal
25 Sep
D
DharmeshBhai 📞
Silk Art +919979375702
New
46
— Direct Call
K
Krunal
21 Sep
U
Utsav BHai 📞
Infinite Gallery 9924514052
New
46
— Direct Call
K
Krunal
28 Sep
P
Priva Creation 📞
7600324121
Converted
51
— Direct Call
K
Krunal
+ Schedule
V
VISHAL BHAI
Shahivastra +918141036010
Lost
40
— Direct Call
K
Krunal
+ Schedule
S
Sunil Dandwani 📞
Hifi Creation +917859899266
Lost
40
— Direct Call
M
Mitali
+ Schedule
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
V
Vivek Bhai
Tj Designer 8469615274
New
46
— Direct Call
K
Krunal
28 Sep
A
Aksh Bhai 📞
paya fashion +91 8469961203
New
40
— Direct Call
D
Dhruv
19 Sep
D
Devani's 📞
Shree Creation +918140947116
Lost
46
— Direct Call
M
Mitali
+ Schedule
R
Ramratan 💬
+918003347204
Lost
40
— Direct Call
K
Krunal
+ Schedule
K
Kahesh KushWah 📞
+917275446367
New
46
— Direct Call
K
Krunal
01 Oct
D
Dinesh Bhai 📞
Gulmohar +91 9825988655
New
46
— Direct Call
D
Dhruv
22 Sep
Showing 1–20 of 137

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
Jaydeep Bhai
Shareeji Tex
51
Warm Direct Call 🌱
— 10 Oct
💬 WhatsApp
📦 Archive
A
Ab
Ab The House
46
New Direct Call
— 11 Oct
💬 WhatsApp
📦 Archive
A
Ankit
Join Terin
46
Lost Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
K
KIrtan Bhai
Flayer Digital
48
New WhatsApp
— 21 Sep
💬 WhatsApp
📦 Archive
V
Viral Satani
Prusti Enterprise
46
New Direct Call
— 25 Sep
💬 WhatsApp
📦 Archive
D
DharmeshBhai
Silk Art
46
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
U
Utsav BHai
Infinite Gallery
46
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
P
Priva Creation
51
Converted Direct Call
—
💬 WhatsApp
📦 Archive
V
VISHAL BHAI
Shahivastra
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
Sunil Dandwani
Hifi Creation
40
Lost Direct Call
—
💬 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
V
Vivek Bhai
Tj Designer
46
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
A
Aksh Bhai
paya fashion
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
D
Devani's
Shree Creation
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
R
Ramratan
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Kahesh KushWah
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
D
Dinesh Bhai
Gulmohar
46
New Direct Call
— 22 Sep