⌘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
83 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
C
CHEDELO SAREE Stale
8140449733
New
0
— invoice
D
Dhruv
+ Schedule
C
CHEDELO SAREE Stale
81404 49733
New
0
— invoice
D
Dhruv
+ Schedule
V
Vikass Bhai 📞 Stale
+91 9825655050
New
28
— Direct Call
D
Dhruv
01 Oct
U
Umesh Bhai 📞 Stale
ak fashion +91 8669188447
New
28
— Direct Call
D
Dhruv
26 Sep
S
Shrehynsh Bhai 📞 Stale
+91 8758111939
New
28
— Direct Call
D
Dhruv
01 Oct
R
Rinkje Jain 📞 Stale
+91 9228794620
New
18
— Direct Call
D
Dhruv
+ Schedule
V
Vikass Bhai 📞 Stale
Shree Shyam +91 9166655432
New
28
— Direct Call
D
Dhruv
26 Sep
R
Ravi Bhai 📞 Stale
ad one +91 8980010002
New
28
— Direct Call
D
Dhruv
01 Oct
H
Hiren Bhai 📞 Stale
topsuns +919537322971
New
28
— Direct Call
D
Dhruv
01 Oct
S
Sumit Bhai 📞 Stale
+91 7861804881
New
28
— Direct Call
D
Dhruv
01 Oct
S
Saket Bhai 📞 Stale
+91 7486952483
New
28
— Direct Call
D
Dhruv
01 Oct
V
Vishal bhai 📞 Stale
+91 9409054056
New
28
— Direct Call
D
Dhruv
29 Sep
P
Pawan Bhai 📞 Stale
sm life style +91 9998578001
New
28
— Direct Call
D
Dhruv
01 Oct
M
Mukesh Bhai 📞 Stale
a one your styale +91 7572840376
New
28
— Direct Call
D
Dhruv
01 Oct
V
Viveck malviya 📞 Stale
Mahadev Enterprise +91 7622903202
New
28
— Direct Call
D
Dhruv
01 Oct
B
Bhupendar bhai 📞 Stale
+91 8905058930
New
28
— Direct Call
D
Dhruv
01 Oct
M
Mahesh tahakr 📞 Stale
Sitaram Aeprial +91 9016633140
New
28
— Direct Call
D
Dhruv
01 Oct
Y
Yogesh Bhai 📞 Stale
+91 6356893466
New
28
— Direct Call
D
Dhruv
26 Sep
D
Dhaval Bhai 📞 Stale
Hous Of Yathnashi +91 9702271971
New
28
— Direct Call
D
Dhruv
01 Oct
H
Hetal Ben 📞 Stale
+91 7038152079
New
28
— Direct Call
D
Dhruv
26 Sep
Showing 1–20 of 83

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
C
CHEDELO SAREE
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
C
CHEDELO SAREE
0
New invoice Stale
—
💬 WhatsApp
📦 Archive
V
Vikass Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
U
Umesh Bhai
ak fashion
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
S
Shrehynsh Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
R
Rinkje Jain
18
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
V
Vikass Bhai
Shree Shyam
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
R
Ravi Bhai
ad one
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
H
Hiren Bhai
topsuns
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
S
Sumit Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
S
Saket Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
V
Vishal bhai
28
New Direct Call Stale
— 29 Sep
💬 WhatsApp
📦 Archive
P
Pawan Bhai
sm life style
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
a one your styale
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
V
Viveck malviya
Mahadev Enterprise
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
B
Bhupendar bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
M
Mahesh tahakr
Sitaram Aeprial
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
Y
Yogesh Bhai
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
D
Dhaval Bhai
Hous Of Yathnashi
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
H
Hetal Ben
28
New Direct Call Stale
— 26 Sep