⌘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
K
kashish paril 📞
ship solution 9724212106
Lost
41
— Direct Call
K
Krunal
+ Schedule
V
vishal 📞
Hetvi Hand Work 8460872430
New
45
— Direct Call
K
Krunal
10 Oct
D
donda dharti 📞
6353201524
Lost
41
— Direct Call
K
Krunal
+ Schedule
R
raj gabani 💬
veeraa impex 9824556000
New
41
— Direct Call
K
Krunal
+ Schedule
Y
yashvi cretion 📞
8511070278
New
45
— Direct Call
K
Krunal
16 Oct
P
preet 📞
preet creation 9825199985
Lost
41
— Direct Call
K
Krunal
+ Schedule
H
hiteshbhai 💬
bandhar art 9904687574
Lost
41
— Walk-in
K
Krunal
+ Schedule
L
lalji bhai 📞
narayan textile 9974200647
New
60
₹28,500 Meta Ads
K
Krunal
21 Sep
K
krish 📞
8200384820
Converted
43
₹1,300 Direct Call
K
Krunal
+ Schedule
A
Abdulkadir Kothari 📞
mizan trands 9909570086
New
41
— Direct Call
K
Krunal
+ Schedule
S
Sahjanaday Creation 📞
Sahjanaday Creation +91+91 80002 74886
New
51
— Direct Call
K
Krunal
21 Sep
U
unus g.m 📞
manjira hendwork +917984441451
New
45
— Direct Call
K
Krunal
18 Sep
M
Mukesh demla 📞
unitech agencies 8000823131
New
40
— Direct Call
K
Krunal
18 Sep
T
takshil goyani 📞
laxix life style 9016848130
New
45
— Direct Call
K
Krunal
18 Sep
D
devang gopiwala 📞
7600129029
Lost
44
— Meta Ads
K
Krunal
+ Schedule
P
paresh padmani
9913213914
Lost
40
— Meta Ads
K
Krunal
+ Schedule
D
divyesh patel 📞
7874756304
Lost
44
— Meta Ads
K
Krunal
+ Schedule
M
milan bhai 📞
milon 8080370738
Converted
55
— Meta Ads
K
Krunal
15 Sep
N
neer bhai 📞
khushbhu collaction 9099154237
New
55
— Meta Ads
K
Krunal
28 Sep
B
bhavik desai 📞
+919106879855
New
55
— Meta Ads
K
Krunal
19 Sep
Showing 101–120 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
K
kashish paril
ship solution
41
Lost Direct Call
—
💬 WhatsApp
📦 Archive
V
vishal
Hetvi Hand Work
45
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
D
donda dharti
41
Lost Direct Call
—
💬 WhatsApp
📦 Archive
R
raj gabani
veeraa impex
41
New Direct Call
—
💬 WhatsApp
📦 Archive
Y
yashvi cretion
45
New Direct Call
— 16 Oct
💬 WhatsApp
📦 Archive
P
preet
preet creation
41
Lost Direct Call
—
💬 WhatsApp
📦 Archive
H
hiteshbhai
bandhar art
41
Lost Walk-in
—
💬 WhatsApp
📦 Archive
L
lalji bhai
narayan textile
60
New Meta Ads
₹28,500 21 Sep
💬 WhatsApp
📦 Archive
K
krish
43
Converted Direct Call
₹1,300
💬 WhatsApp
📦 Archive
A
Abdulkadir Kothari
mizan trands
41
New Direct Call
—
💬 WhatsApp
📦 Archive
S
Sahjanaday Creation
Sahjanaday Creation
51
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
U
unus g.m
manjira hendwork
45
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
M
Mukesh demla
unitech agencies
40
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
T
takshil goyani
laxix life style
45
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
D
devang gopiwala
44
Lost Meta Ads
—
💬 WhatsApp
📦 Archive
P
paresh padmani
40
Lost Meta Ads
—
💬 WhatsApp
📦 Archive
D
divyesh patel
44
Lost Meta Ads
—
💬 WhatsApp
📦 Archive
M
milan bhai
milon
55
Converted Meta Ads
— 15 Sep
💬 WhatsApp
📦 Archive
N
neer bhai
khushbhu collaction
55
New Meta Ads
— 28 Sep
💬 WhatsApp
📦 Archive
B
bhavik desai
55
New Meta Ads
— 19 Sep