⌘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
A
Apexa Pteal 📞
+91 9726463163
New
40
— Direct Call
D
Dhruv
19 Sep
B
Bhart Rathi 🤝
vishnu house +91 7426903574
New
40
— Direct Call
D
Dhruv
19 Sep
P
Paresh Bhai 📞
+91 9824161276
New
40
— Direct Call
D
Dhruv
+ Schedule
K
Kusur 📞
+91 7014609712
New
40
— Direct Call
D
Dhruv
17 Sep
H
Harsh Surani 📞
+918866067911
Lost
36
— Direct Call
M
Mitali
+ Schedule
G
Gutam Badhni 📞
Varni Enterprise +91 9016203475
New
40
— Direct Call
D
Dhruv
17 Sep
A
Arpit Bhargav
+91 8427643007
Lost
36
— Direct Call
D
Dhruv
+ Schedule
R
Rajat Pteal
+91 9825089806
Lost
36
— Direct Call
D
Dhruv
+ Schedule
M
M Kavad 📞
+918866762787
Lost
46
— Direct Call
M
Mitali
14 Oct
R
Raju Bhai 📞
valadiya 9099481402
Converted
55
₹50,000 Walk-in
K
Krunal
+ Schedule
Q
Q-one Store
+919898161537
New
46
— Direct Call
K
Krunal
23 Sep
P
Pramukh Kangan 📞
8866405814
Lost
40
— Direct Call
K
Krunal
+ Schedule
M
Man
Man Fashion 9909885992
Lost
46
— Direct Call
K
Krunal
+ Schedule
M
Manubhai 📞
GMK Prime 9601620211
New
40
— Walk-in
K
Krunal
23 Sep
T
Tayyad 📞
Star Genrel 9427122552
New
46
— Direct Call
K
Krunal
02 Oct
H
Hardik Bhai 📞
+918264794280
Lost
28
— —
M
Mitali
+ Schedule
K
Krupal Padsala
Krupal Fab 91045 52918
New
41
— Direct Call
K
Krunal
+ Schedule
S
Somnath Enterprise 📞
Somnath Enterprise +91 98259 37556
Lost
36
— Direct Call
M
Mitali
+ Schedule
A
Abdulkadir Kothari
Mizan Trenz +919909570086
New
36
₹9,500 Direct Call
K
Krunal
+ Schedule
A
Avinash 📞
Feliz The Designer Studio 7574013540
New
46
— Direct Call
D
Dhruv
23 Sep
Showing 61–80 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
A
Apexa Pteal
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
B
Bhart Rathi
vishnu house
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
P
Paresh Bhai
40
New Direct Call
—
💬 WhatsApp
📦 Archive
K
Kusur
40
New Direct Call
— 17 Sep
💬 WhatsApp
📦 Archive
H
Harsh Surani
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
G
Gutam Badhni
Varni Enterprise
40
New Direct Call
— 17 Sep
💬 WhatsApp
📦 Archive
A
Arpit Bhargav
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
R
Rajat Pteal
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
M Kavad
46
Lost Direct Call
— 14 Oct
💬 WhatsApp
📦 Archive
R
Raju Bhai
valadiya
55
Converted Walk-in
₹50,000
💬 WhatsApp
📦 Archive
Q
Q-one Store
46
New Direct Call
— 23 Sep
💬 WhatsApp
📦 Archive
P
Pramukh Kangan
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
Man
Man Fashion
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
Manubhai
GMK Prime
40
New Walk-in
— 23 Sep
💬 WhatsApp
📦 Archive
T
Tayyad
Star Genrel
46
New Direct Call
— 02 Oct
💬 WhatsApp
📦 Archive
H
Hardik Bhai
28
Lost
—
💬 WhatsApp
📦 Archive
K
Krupal Padsala
Krupal Fab
41
New Direct Call
—
💬 WhatsApp
📦 Archive
S
Somnath Enterprise
Somnath Enterprise
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
A
Abdulkadir Kothari
Mizan Trenz
36
New Direct Call
₹9,500
💬 WhatsApp
📦 Archive
A
Avinash
Feliz The Designer Studio
46
New Direct Call
— 23 Sep