⌘K
AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
B

Leads

Live

434 active leads · ₹91,488 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
434
Total active
₹91.5K
Pipeline value
13%
Conversion rate
105
Follow-ups due
Total Active
434
Pipeline Value
₹91.5K
Converted Revenue
₹148.0K
Conversion Rate
13%
Deals Closed
57
Follow-ups Due
105
Hot
0
Warm
1
Cold
0
Negotiating
0
Proposal Sent
0
Nurture
3
7 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
M
Mira plastics
9638231908
Converted
0
— invoice
B
Bhavin
+ Schedule
A
Alpeshbhai
Hari om
Converted
30
— invoice
B
Bhavin
+ Schedule
K
kriya Enterprise
8401139217
Converted
30
— invoice
B
Bhavin
+ Schedule
B
Bhavin Senjaliya
Kithub 9978682112
Converted
5
— invoice
B
Bhavin
+ Schedule
V
VISHAL BHAI 📞
ANTILA FASHION ZONE 6358043687
Converted
60
₹2,000 Direct Call
B
Bhavin
22 Aug
B
bhavesh tailor 📞
8320156998
Converted
28
— Direct Call
B
Bhavin
25 Jul
B
b r fab 📞
+917046773290
Converted
53
₹650 Direct Call
B
Bhavin
+ Schedule
Showing 1–7 of 7

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
M
Mira plastics
0
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Alpeshbhai
Hari om
30
Converted invoice
—
💬 WhatsApp
📦 Archive
K
kriya Enterprise
30
Converted invoice
—
💬 WhatsApp
📦 Archive
B
Bhavin Senjaliya
Kithub
5
Converted invoice
—
💬 WhatsApp
📦 Archive
V
VISHAL BHAI
ANTILA FASHION ZONE
60
Converted Direct Call
₹2,000 22 Aug
💬 WhatsApp
📦 Archive
B
bhavesh tailor
28
Converted Direct Call
— 25 Jul
💬 WhatsApp
📦 Archive
B
b r fab
53
Converted Direct Call
₹650