⌘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
J
jyanshu creation 📞
9537190932
New
45
— Direct Call
K
Krunal
01 Oct
K
kromil 📞
om enterprise +9081586465
Lost
45
— Direct Call
K
Krunal
+ Schedule
K
KARANBHAI 📞
RUDRA FASHION 6354655269
New
45
— Meta Ads
K
Krunal
+ Schedule
U
uaval 📞
9574747776
New
44
— Meta Ads
K
Krunal
18 Sep
M
meet 💬
9978117152
New
51
₹2,000 Direct Call
K
Krunal
+ Schedule
O
os jeans 📞
+919427779019
New
41
— Direct Call
K
Krunal
+ Schedule
M
mayurbhai 📞
9537228021
New
40
— Direct Call — 01 Oct
M
meet vanpariya 📞
6355508494
New
45
— Direct Call — 21 Sep
N
NIL MORJA 📞
9879300596
New
36
— Direct Call — + Schedule
A
alankar 📞
alankar the wedding gallry 8460844969
Converted
68
— Direct Call
K
Krunal
+ Schedule
J
jayesh patil 📞
indian fashionista 7383714545
Lost
45
— Direct Call — + Schedule
K
keval bha 📞
9714422271
Lost
40
— Direct Call — + Schedule
S
samir kheni
Stallion4tex +917203054244
New
43
₹10,738 WhatsApp — + Schedule
D
dudhghara sahil 📞
+919023113887
New
45
— Direct Call — 01 Oct
B
bhaoutik devaliya 📞
BK FASHION 9328386478
Lost
36
₹0 Direct Call
K
Krunal
+ Schedule
M
mohitbhai 📞
pushpa creation 9509505449
Lost
41
— Direct Call
K
Krunal
+ Schedule
S
sarvopari 📞
sarvopari colors +91 9875063200
Lost
36
— Direct Call
K
Krunal
+ Schedule
Showing 121–137 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
jyanshu creation
45
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
K
kromil
om enterprise
45
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
KARANBHAI
RUDRA FASHION
45
New Meta Ads
—
💬 WhatsApp
📦 Archive
U
uaval
44
New Meta Ads
— 18 Sep
💬 WhatsApp
📦 Archive
M
meet
51
New Direct Call
₹2,000
💬 WhatsApp
📦 Archive
O
os jeans
41
New Direct Call
—
💬 WhatsApp
📦 Archive
M
mayurbhai
40
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
M
meet vanpariya
45
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
N
NIL MORJA
36
New Direct Call
—
💬 WhatsApp
📦 Archive
A
alankar
alankar the wedding gallry
68
Converted Direct Call
—
💬 WhatsApp
📦 Archive
J
jayesh patil
indian fashionista
45
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
keval bha
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
samir kheni
Stallion4tex
43
New WhatsApp
₹10,738
💬 WhatsApp
📦 Archive
D
dudhghara sahil
45
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
B
bhaoutik devaliya
BK FASHION
36
Lost Direct Call
₹0
💬 WhatsApp
📦 Archive
M
mohitbhai
pushpa creation
41
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
sarvopari
sarvopari colors
36
Lost Direct Call
—