Leads
Live435 active leads · ₹91,488 pipeline value — Archived View
📖
Leads — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
✅ 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.
1
Add a new lead manually, or import a batch — duplicates are checked automatically by phone or name.
2
Track it through the status-pipeline as it moves from new to hot, warm, or cold, through to negotiating and proposal-sent.
3
Use AI-assisted next-actions and closing-scripts to decide what to do next, with a rule-based fallback if AI is unavailable.
4
Log every call, WhatsApp message, or meeting as an activity — the score updates automatically as engagement changes.
5
Open View 360 any time for the complete picture — timeline, invoices, proposals, nurture status, and conversations together.
🔗
Follow-up
Primary data-source, with real-time sync — every lead/score/status change reflects there instantly.
🔗
Nurture
A status change here automatically triggers nurture-sequence enrollment for that lead.
🔗
Sales Report
Reads Leads data directly for all its analytics — no separate/duplicate data entry.
🔗
Lost Deal Analyzer
Analyzes every lost-status lead here, sharing the same lost_reason taxonomy for consistency.
🔗
Churn/Retention
Generates AI retention-scripts directly from this lead data.
227/2000
Export Leads
Filters are applied to exports
435
Total active
₹91.5K
Pipeline value
13%
Conversion rate
104
Follow-ups due
Total Active
435
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
0 selected
| Lead | Status | Score | Value | Source | Assignee | Next Action | Follow-up | Actions |
|---|
|
🔍
No leads found
Try adjusting your filters or add a new lead
|
Showing 0–0 of 0
✨ New
315
lalji bhai
60
narayan textile
₹28,500
21 Sep
NITIN THUMAR
Stale 55
21 Sep
bhavik desai
55
19 Sep
neer bhai
55
khushbhu collaction
28 Sep
Priyesh Bhai
55
Bhakti Creation
31 Oct
Parth
55
Sadda Fashion
30 Sep
Mukesh Bhai
51
blura Dero
15 Oct
Sandeep Bhai
51
Maa Shakambari Silk Mills
28 Sep
meet
51
₹2,000
Sahjanaday Creation
51
Sahjanaday Creation
21 Sep
Maan Enterprise
51
10 Oct
Sudhir Pachani
51
Bhagyavati Saree
15 Oct
Arpit Dholariya
51
03 Oct
KETAN DUNGARSHIBHAI PATEL
51
SAREE
₹0
15 Oct
Arvind Narola
51
Pramukh Fabric
15 Oct
Heeriva
51
Heeriva Fashion
₹7,000
Parthbhai
51
Swad Masala
21 Sep
Henil Bhuva
51
shrisha cretion
23 Sep
Jaydeep bhai
51
Pari fashion
15 Oct
Raj Gabani
51
Veeraa Impex
15 Oct
Hiren Patel
51
Krishiv Creation
30 Sep
Keyur Bhai
51
Harikrushna
02 Oct
Vipul Bhai
51
Shivam Enterprise
30 Sep
Jaytul Bhayani
51
Kashtbhanjan Enterprise
15 Oct
Dharmik Patel
51
MD Production
10 Oct
Shiv
51
10 Oct
Jayesh Kumar K Khokhar
51
15 Oct
BabuBhai
51
Khodiyar enterprise
31 Oct
Bhavesh
51
Khushi Tex
15 Oct
Deepak Bhai
51
Krishna Textile
28 Sep
KIrtan Bhai
48
Flayer Digital
21 Sep
Kailash
46
Mahant fashion
23 Sep
Reach out to Kailash at Mahant fash...
Q-one Store
46
23 Sep
Hetal kachhadiya
46
Violet Boutique
30 Sep
Umesh Dholiya
46
Aarya fashion
30 Oct
Nevil Goyani
46
Shreenathji traders
25 Oct
Naresh bhai
46
Shiv Ornaments
15 Oct
Iqbal Khatri
46
Kala Kasab
10 Oct
Dharmik Sutariya
46
Brand feild
30 Sep
Vishal Devani
46
01 Oct
Dipesh Rathi
46
Kaisari
15 Oct
Mital vora
46
Show Of Jeans
15 Oct
Kinnary kapdiya
46
The Vintage Creation
20 Oct
Rahul Hirapara
46
Look Classic
20 Oct
Bhavik Bhai
46
Omkar Creation
20 Oct
Harish Panetar
46
01 Oct
Bhupatbhai Bhulani
46
Vtm Market
10 Oct
Moksh Shah
46
Ajit Textile
20 Oct
Gayatri handloom
46
10 Oct
Daksham
46
AARAMLY
20 Oct
Priya Creation
46
30 Sep
Sagar bhai
46
ADS Lifestyle
01 Nov
Prakash Bhai
46
10 Oct
Nirva fab
46
10 Oct
Chirag vaghasiya
46
Shree Tex
15 Oct
KCPC Bandhani
46
31 Oct
Mona Patel
46
20 Oct
Haresh Bhai
46
Dexon
15 Oct
Dishant
46
Rukmani Fashion
20 Oct
Jeet bhai
46
Cubes Digital Marketing
20 Oct
pandit
46
24 Sep
Shree Ramdev Fabrics
46
15 Oct
Ramesh Bhai
46
Shreeji Fashion
15 Nov
Suresh Bhai
46
Textile
15 Oct
Keval Narola
46
Nandkuvar Fashion
10 Oct
Mayank Dhodia
46
Magic Beauty nd cosmetic
10 Oct
Ramdev Texpro
46
15 Oct
Meet Vanpariya
46
Soulmate Saree
15 Oct
Jignesh Bhai
46
Lizaa Impex
10 Oct
piyush Bhai
46
Mira Bridal
24 Sep
Mohit bhai
46
Pushpa Creation
10 Oct
Rudra
46
Laxminarayan Saree
15 Oct
Prince padsala
46
Grown shades jewelry
15 Oct
Satyapal silk stores
46
15 Oct
Kalpesh Bhai
46
Kalapi Fashion
10 Oct
Maulikbhai
46
15 Oct
Dasbhai
46
Eva Fashion
18 Nov
Pankaj Bhai
46
Rudra fashion
10 Oct
Kishorbhai
46
Vraj Creation
10 Oct
Jayesh Bhai
46
Textile Fab
15 Oct
Jigar Bhai
46
Prince Kurta
21 Sep
Raju Bhai
46
Rk Sons
21 Sep
Cherry
46
gogaji colloation
NilayBhai
46
Tgr Enterprise
20 Sep
Sagar Bhai
46
Ram lila
19 Sep
Bhawani Gandhi
46
16 Nov
Nikent
46
19 Sep
Mohit Bhai
46
The Magnetic Digital
18 Sep
Aksh jain
46
01 Oct
Reach out to Aksh jain within the h...
Hari Joshi
46
Anadi fashion
18 Sep
Shahid Ansari
46
28 Sep
Umang
46
Soham
18 Sep
AnkitBhai
46
koolkameez
19 Sep
Krushiv Bhai
46
Navya Fashion
25 Nov
Dinesh Bhai
46
Gulmohar
22 Sep
Ruchit
46
Wardrobe Wockos
10 Oct
Kahesh KushWah
46
01 Oct
Pankaj Bhai
46
SRTEXPORT
10 Oct
Hardik Bhai
46
Vanshaft Collection
24 Sep
Nikunj Parmar
46
Sahaj traders
10 Oct
Vivek Bhai
46
Tj Designer
28 Sep
Sachin Bhai
46
Krishna Fashion
15 Oct
Mukeshbhai
46
Kashish Selection
01 Oct
Naresh Bhai
46
Aakruti Chapni
16 Nov
Aalagiya Vipul
46
30 Sep
Hari Joshi
46
Aandi Saree
18 Sep
Chandan Bhai
46
Amit Tex
10 Oct
Pawan Prajapat
46
10 Oct
Vishal Nayani
46
Sukruti Design
15 Oct
Chetna
46
Feear
02 Oct
Gunvant Bhai
46
15 Oct
Disha
46
Kalindi Dresses
30 Sep
Gayatri fashion mart
46
10 Oct
Vimal Rathi
46
Rachita Collection
10 Oct
Ketan Shah
46
Shree Sai Rainwear
02 Oct
Rani Sahiba
46
10 Oct
Utsav BHai
46
Infinite Gallery
28 Sep
DharmeshBhai
46
Silk Art
21 Sep
Viral Satani
46
Prusti Enterprise
25 Sep
Yash Jaiswal
46
Flaxshion Men's Wear
10 Oct
Adisha Fashion
46
15 Oct
~Mrutyunjaya Tripathy
46
22 Sep
Bhavadip Nandola
46
Pramukh Raj
15 Oct
Jivrajbhai Vaghasiya
46
29 Sep
Romit Bhai
46
10 Oct
Juhil bhai
46
Lekuma Fashion
15 Oct
Jyoti
46
Arthat Kid's Wear Fashion
20 Oct
Jigar sorathiya
46
Ramdev enterprise
10 Oct
Krunal makani
46
Fortage
15 Oct
Gautam Bhai
46
Ramdev enterprise
10 Oct
Raj Bhai
46
White dragon
10 Oct
AKD Fashion
46
AKD Fashion
15 Oct
Jay Bhai
46
The gift lounge
10 Oct
Abhijeet
46
Desivibes
20 Oct
Khodiyar Enterprise
46
20 Oct
Windsom Creation
46
Windsom Creation
15 Oct
Ghanshyam Bhai
46
Zyana Enterprise
15 Oct
Sahil Bhai
46
20 Oct
Ankit Dhameliya
46
Good Stuff
15 Oct
Sanjay Bhai
46
Mithiben creation
15 Oct
mitesh bhai
46
10 Oct
Akhilesh Ranjan
46
Morry fashion
10 Oct
Pari Tex
46
Pari Tex
15 Oct
Mukesh Lakhara
46
Aksh Fashion
Dipak Kumar
46
Shivam Fashion
01 Oct
Gangani Shailesh
46
20 Oct
Chetan Shiroya
46
12 Oct
Vansh
46
Devika Fashion
10 Oct
Sandeep vaid
46
Jogmaya Fashion
10 Oct
Sarthus Enterprises
46
Sarthus Enterprises
15 Oct
Sanjay Kothari
46
Gautam sarees
10 Oct
milan rakholiya
46
Laxmi feb
08 Oct
Varniraj Fashion
46
Varniraj Fashion
10 Oct
Raj
46
Santoki Umiya Sales
01 Oct
Wellvort Fashion
46
10 Oct
Rangani Enterprise
46
30 Oct
Nirav Manavadariya
46
15 Oct
Krishna ayar
46
Jaini Diamond
08 Oct
Leranath Creation
46
Leranath Creation
15 Oct
Ab
46
Ab The House
11 Oct
Avinash
46
Feliz The Designer Studio
23 Sep
Tayyad
46
Star Genrel
02 Oct
Holiday Clothing
46
28 Sep
Jenish savani
46
Hiya fashion
15 Oct
Krishna stiching
46
10 Oct
Dixit Solanki
46
10 Oct
Meera Diamond
46
Meera Diamond
20 Oct
Sudhakar Chaudhary
46
Hari Om Creation
paresh bhai
45
nightware selection
03 Oct
dudhghara sahil
45
01 Oct
Deepak Bhai
45
Greenex crop care
10 Oct
meet vanpariya
45
21 Sep
KARANBHAI
45
RUDRA FASHION
jyanshu creation
45
01 Oct
takshil goyani
45
laxix life style
18 Sep
sagar bhai
Stale 45
chhoga clothing
22 Sep
unus g.m
45
manjira hendwork
18 Sep
Sanjay Bhai
45
Vani Creation
29 Sep
yashvi cretion
45
16 Oct
vishal
45
Hetvi Hand Work
10 Oct
AG one Imported Women's garment
45
AG one Imported Women's garment
₹10,000
Shanker
45
Mangalam
Ankit Bhai
45
Vastram Wear
20 Oct
Dinesh Bhai
45
Janki Creation
29 Sep
uaval
44
18 Sep
samir kheni
43
Stallion4tex
₹10,738
krish
43
₹1,300
bablu medpara
Stale 42
mavtar creation
os jeans
41
Abdulkadir Kothari
41
mizan trands
raj gabani
41
veeraa impex
ANKIT BHAI
41
NOVA GARMENT
₹9,800
prashant bhai
41
Naresh Bhai
41
vinayak creation
02 Oct
OmKaar Modeling
41
Krupal Padsala
41
Krupal Fab
Yogesh Bhai
Stale 41
21 Sep
ashri
40
Aahshri cretion
01 Oct
jigneshbhai
Stale 40
om lapani
21 Sep
Tanvi Gol
40
28 Sep
Gutam Badhni
40
Varni Enterprise
17 Sep
Maa Kripa Creation
40
28 Sep
Kusur
40
17 Sep
Paresh Bhai
40
Bhart Rathi
40
vishnu house
19 Sep
ghanshyam bhai
Stale 40
durja fab
Reach out to ghanshyam bhai at durj...
Apexa Pteal
40
19 Sep
Rahul Pansuriya
40
Shree Ambe Slection
17 Sep
Vinod Someshwer
40
23 Sep
mayurbhai
40
01 Oct
Bhavin bhai
40
23 Sep
Dhruvik Kakdiya
40
Maa Creation
22 Sep
Nikhil Goyani
40
radha rani fahsion
19 Sep
Mehul Bhai
40
Maruti Patola
19 Sep
Pankaj Bhai
40
Beduas
21 Sep
Bhavesh Bhai
40
Vrunda Buty
19 Sep
Dipak Bhai
40
Dm emro
19 Sep
Mukesh demla
40
unitech agencies
18 Sep
Borath Saresh
40
Dk tredars
19 Sep
Dihox
40
12 Oct
Aksh Bhai
40
paya fashion
19 Sep
HARSH
Stale 40
BEUTY NX
22 Sep
Krisha Enterprise
40
Krisha Enterprise
21 Sep
Kruz
40
The Fpxrock Producttion
18 Sep
Aantara Saree
40
Aantara Saree
15 Oct
Krishna Radariya
40
Aoul Mek
22 Sep
Manubhai
40
GMK Prime
23 Sep
Amit Bhai
40
Raniva
30 Sep
shahank yadav
Stale 38
savari life style
₹12,000
nillesh gorasia
Stale 38
misika
Stale 38
hand make holik
hasraj motwani
Stale 37
satyapal silk
22 Sep
Schedule an intro call with hasraj...
Abhi hirpara
Stale 37
INFINITY HUB
mandani creation
Stale 37
Ravibhai
Stale 36
Soham Textile
24 Sep
nikhil
Stale 36
NIL MORJA
36
Mahesh BHai
36
16 Oct
Aayush
36
Sarda Textile
01 Oct
Vipul Bhai
36
Vancost Fashion
14 Oct
Hitesh Khunt
36
01 Oct
Abdulkadir Kothari
36
Mizan Trenz
₹9,500
D s creation
Stale 35
Jaysukh Bhai
Stale 32
J k creation
29 Sep
satar fashion
Stale 31
₹650
dihox
Stale 30
Jay Bajrang Fshaion
Stale 28
Jay Bajrang Fshaion
21 Sep
Mirav Sabhadiya
Stale 28
Tremy
19 Sep
Varshil Khalpada
Stale 28
aksha_handmadejewelry
21 Sep
Mukesh Bhai
Stale 28
suhag creation
21 Sep
Deshmukh Sivam
Stale 28
21 Sep
Darshn Shah
Stale 28
Khushi Textile
23 Sep
Codas Ware
Stale 28
Codas Ware
25 Sep
Nadeem dela
Stale 28
26 Sep
Venood Bhai
Stale 28
01 Oct
Ajay Bhai
Stale 28
01 Oct
Shani Bhai
Stale 28
Ceo kevinkeew jns company
01 Oct
Bhadresh
Stale 28
26 Sep
Alpesh Bhai
Stale 28
Bapa Sita Ram
01 Oct
ashok bhai
Stale 28
modifayar garmnets
19 Sep
Bhupat Bhai
Stale 28
01 Oct
Dipan Bhai
Stale 28
Jay Garmnets
26 Sep
Miral Bhai
Stale 28
Shivance Enterprise
01 Oct
Amit Bhai
Stale 28
24 Sep
Dinesh
Stale 28
18 Sep
Fabric Nation
Stale 28
Fabric Nation
21 Sep
Chitur Bhai
Stale 28
24 Sep
Gaurav Bhai
Stale 28
26 Sep
Hetal Ben
Stale 28
26 Sep
Dhaval Bhai
Stale 28
Hous Of Yathnashi
01 Oct
Yogesh Bhai
Stale 28
26 Sep
Mahesh tahakr
Stale 28
Sitaram Aeprial
01 Oct
Faizan Memon
Stale 28
Sky Enterprise
30 Nov
Ahemad Bhai
Stale 28
Gj Textile
24 Sep
KB Enterprises
Stale 28
KB Enterprises
21 Sep
Bhupendar bhai
Stale 28
01 Oct
Viveck malviya
Stale 28
Mahadev Enterprise
01 Oct
Mukesh Bhai
Stale 28
a one your styale
01 Oct
Pawan Bhai
Stale 28
sm life style
01 Oct
Vishal bhai
Stale 28
29 Sep
Saket Bhai
Stale 28
01 Oct
Sumit Bhai
Stale 28
01 Oct
Hiren Bhai
Stale 28
topsuns
01 Oct
Ravi Bhai
Stale 28
ad one
01 Oct
Vikass Bhai
Stale 28
Shree Shyam
26 Sep
Shrehynsh Bhai
Stale 28
01 Oct
Umesh Bhai
Stale 28
ak fashion
26 Sep
Vikass Bhai
Stale 28
01 Oct
PiyushBHai
Stale 28
Aai Shree Khodiyar
28 Sep
Ajay Bhai
Stale 28
Nitya Fashion
26 Sep
Paresh bhai
Stale 28
BR Modeling Studio
21 Sep
Vijay bahi
Stale 28
marshall m
21 Sep
Shashant Bhai
Stale 28
Adinath
21 Sep
Bhavin bhai
Stale 28
naman careation
21 Sep
Sudhir Bhai
Stale 28
Varsha Fashion
22 Sep
Ketul Bhai
Stale 28
21 Sep
Yash Bhai
Stale 28
Varni Creation
22 Sep
Dhaval Bhai
Stale 28
sefron
22 Sep
Raj Bhai
Stale 28
New Generation
21 Sep
Jenish Shiroya
Stale 28
Women first
22 Sep
Sweta Fashion
Stale 28
Sweta Fashion
25 Sep
Shani Dev
Stale 28
Meshho Enterprise
21 Sep
Lalu Bhuva
Stale 28
VAlmo Enterprise
21 Sep
Akashy
Stale 28
Jental Rent
21 Sep
Alpeshbhai Navadiya
Stale 28
Sawariya
21 Sep
Rajesh Bhai
Stale 28
SWARA CREATION
28 Sep
Rutvik Bhai
Stale 28
LUMORA LIFESCIENCE PRIVATE LIMITED
01 Oct
Rinkje Jain
Stale 18
Alpesh Bhai
Stale 18
Tim Copar
CHEDELO SAREE
Stale 0
CHEDELO SAREE
Stale 0
AUDIT TEST — SWJS REPRO
Stale 0
AUDIT TEST — SWJS TRACE
Stale 0
AUDIT TEST — SESSION CHECK
Stale 0
AUDIT TEST — COMBINED TRACE
Stale 0
🔥 Hot
0
☀️ Warm
1
Jaydeep Bhai
51
Shareeji Tex
10 Oct
❄️ Cold
0
🤝 Negotiating
0
📋 Proposal Sent
0
🏆 Converted
57
Bhavin Senjaliya
76
BR
₹70,000
22 Jul
Re-engage Bhavin Senjaliya at BR vi...
alankar
68
alankar the wedding gallry
Doxan
60
DOXAN
₹2,700
25 Jul
VISHAL BHAI
60
ANTILA FASHION ZONE
₹2,000
22 Aug
Shreeji Fashion
60
₹1,800
19 Aug
os jeans bharat bhai
58
os jeans
₹10,000
Schedule closing call with OS Jeans...
Raju Bhai
55
valadiya
₹50,000
milan bhai
55
milon
15 Sep
b r fab
53
₹650
Priva Creation
51
janak bhai
44
praypsa fashion
NAROLA KEVAL
44
NSQE
₹700
rr clothing
43
20 Aug
hardikbhai
42
vasubhai
42
jash textile
₹3,200
heeriva
41
heeriva fashion
₹900
Rinkesh Bhai
40
Fobras
14 Sep
SHREE FASHION
30
PANTH TEXTILES
30
Satyam fab
30
Madhav enterprise
30
UNIVERSAL ENTERPRISE
30
MNK clothings
30
Alpeshbhai
30
Hari om
ConcurrentStoreTest
30
jensi fashion
30
Mahadev Fab
30
Mahadev Fab
Ramdev fashion
30
Govind bhai
30
Govind Creation
Ayodhya Fashion
30
AASHRAY EXPORTS
30
Palzia
30
kriya Enterprise
30
deep fashion dipak
30
TULSI FASHION
30
RAJ CREATION
30
piyushbhai
30
MK FASHION
HANUMANT CREATION
30
Sk Enterprics
30
Shanker Bhai
30
Mangalam Designer
Mukesh Bhai
30
JAY FASHION
K K COLLECTION
30
Ag one impotent
30
bhavesh tailor
28
25 Jul
rj enterprice
28
₹6,000
Niraj Bhai
28
Sai Enterprise
18 Sep
Bhavin Senjaliya
5
Kithub
Radhe Priya
0
Mahadev Creation
0
Ramani Enterprise
0
Ajnero creation
0
REOPAX
0
Dipak BHai
0
SOMNATH OPTICAL
ZZ-TEST Client (B2C)
0
AUDIT TEST CUSTOMER — ISSUE1 VERIFY
0
Mira plastics
0
AG STORE
0
📉 Lost
62
Gurang
51
Gurang Social Media Agency
Alpesh Bhai
51
Raiyani Fashion
Royalica Fashion
46
Jatin Bhai
46
M Kavad
46
14 Oct
Dwarkadhish Saree
46
Smit Diyora
46
Shiv Malhar
Devani's
46
Shree Creation
Ankit
46
Join Terin
10 Oct
Lovely Sing
46
Ankita Fashion
Man
46
Man Fashion
jayesh patil
45
indian fashionista
Ankit Bharodiya
45
Devera collective
15 Oct
kromil
45
om enterprise
krunal rana
45
The Fashion Floor
divyesh patel
44
devang gopiwala
44
mohitbhai
41
pushpa creation
hiteshbhai
41
bandhar art
preet
41
preet creation
donda dharti
41
kashish paril
41
ship solution
Naitik Bhai
41
Vandana Tex
Yash BHai
41
Gy Charms
Pramukh Kangan
40
MEHTA ASHVINKUMAR
40
sagar jariwala
40
chillen
divyesh bhai
40
havenkaya
nishant patel
40
global tread
keval bha
40
dhruv zalavadiya
40
Keval virani
40
divy jivvan
naddem
40
n r designer
subham
40
subham creation
paresh padmani
40
Kavish Kaf
40
Ramratan
40
Sunil Dandwani
40
Hifi Creation
VISHAL BHAI
40
Shahivastra
Darshan
40
krishvi trandes
Akshay Meghani
40
NIraks Enterpris
sarvopari
36
sarvopari colors
bhaoutik devaliya
36
BK FASHION
₹0
Rajat Pteal
36
Arpit Bhargav
36
Harsh Surani
36
Moon Fashion
36
Moon Fashion
Nikhil Chavada
36
MiteshBhaiRanchch
36
Krishom
Manisha Bjaj
36
Dinesh Sohan
36
Ram
36
Chetan Sevra
36
Ganesh Digital
Prashant Chaniya
36
Varidasi
Parth
36
Parth Kena Creation
Manish Bhai
36
Rose Petals
Navpad garments
36
Somnath Enterprise
36
Somnath Enterprise
akshy
35
sadguru fabric
sahid malek
35
ayat abay
amitbhai
33
radhe enterprice
Hardik Bhai
28
👤
Add New Lead
Quick entry · All fields save instantly
🔀 Merge Lead Data
Choose which data to keep for each field
📊 Pipeline Overview
Leads by stage · Revenue breakdown
✨ New
315
₹91.5K
🔥 Hot
0
—
☀️ Warm
1
—
❄️ Cold
0
—
🤝 Negotiating
0
—
📋 Proposal
0
—
🏆 Converted
57
₹1.5L
📉 Lost
62
—
Total Pipeline
₹91.5K
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
📸
Instagram
Custom
🎯
Meta Ads
Custom
🤝
Reference
Custom
📞
Direct Call
Custom
💬
WhatsApp
Custom
🏪
IndiaMart
Custom
🌐
Website
Custom
🚶
Walk-in
Custom
📅
Demo Book
Custom
📞
Closing Call
Custom
🔄
Follow-up Only
Custom
💰
Payment Collect
Custom
👥
Lost Deal
Custom
📞
Call
Custom
💬
WhatsApp
Custom
📧
Email
Custom
🤝
Meeting
Custom
🎥
Video Call
Custom
✅
Interested
Custom
❌
Not Interested
Custom
🔄
Follow-up Later
Custom
😶
No Response
Custom
💰
Converted
Custom
📉
Lost Deal
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
PERFORMANCE
B
Bhavin
7Total
7Converted
100%Conv Rate
₹2.7KRevenue
D
Dhruv
83Total
3Converted
4%Conv Rate
₹0.0KRevenue
K
Krunal
150Total
41Converted
27%Conv Rate
₹2.0LRevenue
M
Mitali
154Total
0Converted
0%Conv Rate
₹10.0KRevenue
LEAD SOURCES
Direct Call
360 · 12 ✓
invoice
43 · 37 ✓
Meta Ads
16 · 3 ✓
Walk-in
6 · 2 ✓
WhatsApp
6 · 2 ✓
Instagram
1 · 0 ✓
💬 Send WhatsApp
Assign Leads
📅
Schedule Follow-up
Select date & time
Score Breakdown
Total Score
—
N New Lead ·
/ Search ·
K Kanban ·
L List ·
Esc Close ·
? Toggle
🔒
Deal Closer AI
Language ane Tone select karo
🌐 Language
🎭 Tone
🤖
Language ane Tone select kari ne Generate karo