⌘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
137 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
V
Vipul Bhai
Vancost Fashion 6355961348
New
36
— Direct Call
K
Krunal
14 Oct
A
Aayush
Sarda Textile 8469471050
New
36
— Direct Call
K
Krunal
01 Oct
D
Dinesh Sohan
+919558752899
Lost
36
— Direct Call
K
Krunal
+ Schedule
P
Pankaj Bhai
Beduas +917990775632
New
40
— Direct Call
K
Krunal
21 Sep
M
Mehul Bhai 📞
Maruti Patola +917990566602
New
40
— Direct Call
D
Dhruv
19 Sep
M
Manisha Bjaj
7984751221
Lost
36
— Direct Call
K
Krunal
+ Schedule
N
Nikhil Goyani 📞
radha rani fahsion +91 9870080210
New
40
— Direct Call
D
Dhruv
19 Sep
M
MiteshBhaiRanchch
Krishom +919998062364
Lost
36
— Direct Call
K
Krunal
+ Schedule
P
piyush Bhai 📞
Mira Bridal +918511282405
New
46
— Direct Call
K
Krunal
24 Sep
M
Mahesh BHai
9274337447
New
36
— Direct Call
K
Krunal
16 Oct
D
Dhruvik Kakdiya 📞
Maa Creation 8140031009
New
40
— Direct Call
K
Krunal
22 Sep
S
Smit Diyora 📞
Shiv Malhar +917046410020
Lost
46
— Direct Call
M
Mitali
+ Schedule
B
Bhavin bhai 🤝
+91 9228877229
New
40
— Direct Call
D
Dhruv
23 Sep
P
pandit 📞
+91 7984565030
New
46
— Direct Call
D
Dhruv
24 Sep
V
Vinod Someshwer 📞
+91 9909640390
New
40
— Direct Call
D
Dhruv
23 Sep
R
Rahul Pansuriya 📞
Shree Ambe Slection +91 9662916787
New
40
— Direct Call
D
Dhruv
17 Sep
D
Dwarkadhish Saree 📞
+919624756541
Lost
46
— Direct Call
M
Mitali
+ Schedule
N
Nikhil Chavada 📞
+918866759307
Lost
36
— Direct Call
M
Mitali
+ Schedule
M
Moon Fashion 📞
Moon Fashion +918849461645
Lost
36
— Direct Call
M
Mitali
+ Schedule
K
Keval virani 📞
divy jivvan +919687882102
Lost
40
— Direct Call
M
Mitali
+ Schedule
Showing 41–60 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
V
Vipul Bhai
Vancost Fashion
36
New Direct Call
— 14 Oct
💬 WhatsApp
📦 Archive
A
Aayush
Sarda Textile
36
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
D
Dinesh Sohan
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
P
Pankaj Bhai
Beduas
40
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
M
Mehul Bhai
Maruti Patola
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
M
Manisha Bjaj
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
Nikhil Goyani
radha rani fahsion
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
M
MiteshBhaiRanchch
Krishom
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
P
piyush Bhai
Mira Bridal
46
New Direct Call
— 24 Sep
💬 WhatsApp
📦 Archive
M
Mahesh BHai
36
New Direct Call
— 16 Oct
💬 WhatsApp
📦 Archive
D
Dhruvik Kakdiya
Maa Creation
40
New Direct Call
— 22 Sep
💬 WhatsApp
📦 Archive
S
Smit Diyora
Shiv Malhar
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
B
Bhavin bhai
40
New Direct Call
— 23 Sep
💬 WhatsApp
📦 Archive
P
pandit
46
New Direct Call
— 24 Sep
💬 WhatsApp
📦 Archive
V
Vinod Someshwer
40
New Direct Call
— 23 Sep
💬 WhatsApp
📦 Archive
R
Rahul Pansuriya
Shree Ambe Slection
40
New Direct Call
— 17 Sep
💬 WhatsApp
📦 Archive
D
Dwarkadhish Saree
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
Nikhil Chavada
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
Moon Fashion
Moon Fashion
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Keval virani
divy jivvan
40
Lost Direct Call
—