⌘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
150 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
A
AG STORE
7737343643
Converted
0
— invoice
K
Krunal
+ Schedule
A
Ajay Bhai 📞 Stale
Nitya Fashion 98255 66645
New
28
— Direct Call
K
Krunal
26 Sep
P
PiyushBHai 📞 Stale
Aai Shree Khodiyar 8000882222
New
28
— Direct Call
K
Krunal
28 Sep
A
Ahemad Bhai 📞 Stale
Gj Textile 9099557888
New
28
— Direct Call
K
Krunal
24 Sep
F
Faizan Memon 💬 Stale
Sky Enterprise 9265458950
New
28
— Direct Call
K
Krunal
30 Nov
J
Jaysukh Bhai 📞 Stale
J k creation 9376493643
New
32
— Meta Ads
K
Krunal
29 Sep
D
Darshn Shah 💬 Stale
Khushi Textile +919825107105
New
28
— Direct Call
K
Krunal
23 Sep
D
Deshmukh Sivam 📞 Stale
8160197174
New
28
— Direct Call
K
Krunal
21 Sep
M
Mukesh Bhai 📞 Stale
suhag creation +91 9328821873
New
28
— Direct Call
K
Krunal
21 Sep
V
Varshil Khalpada 📞 Stale
aksha_handmadejewelry +919428615246
New
28
— Direct Call
K
Krunal
21 Sep
D
Dipak BHai
SOMNATH OPTICAL 94269 95045
Converted
0
— invoice
K
Krunal
+ Schedule
R
REOPAX
9376812653
Converted
0
— invoice
K
Krunal
+ Schedule
A
Ajnero creation
7046290426
Converted
0
— invoice
K
Krunal
+ Schedule
R
Ramani Enterprise
9023581534
Converted
0
— invoice
K
Krunal
+ Schedule
M
Mahadev Creation
9033706006
Converted
0
— invoice
K
Krunal
+ Schedule
M
Mirav Sabhadiya Stale
Tremy +9194094999938
New
28
— Direct Call
K
Krunal
19 Sep
Y
Yogesh Bhai 📞 Stale
+918000168567
New
41
— Direct Call
K
Krunal
21 Sep
J
Jaydeep Bhai 📞
Shareeji Tex 9924617530
Warm 🌱
51
— Direct Call
K
Krunal
10 Oct
A
Alpeshbhai Navadiya 📞 Stale
Sawariya +919375192594
New
28
— Direct Call
K
Krunal
21 Sep
L
Lalu Bhuva 📞 Stale
VAlmo Enterprise 9016412062
New
28
— Direct Call
K
Krunal
21 Sep
Showing 1–20 of 150

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
A
AG STORE
0
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ajay Bhai
Nitya Fashion
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
P
PiyushBHai
Aai Shree Khodiyar
28
New Direct Call Stale
— 28 Sep
💬 WhatsApp
📦 Archive
A
Ahemad Bhai
Gj Textile
28
New Direct Call Stale
— 24 Sep
💬 WhatsApp
📦 Archive
F
Faizan Memon
Sky Enterprise
28
New Direct Call Stale
— 30 Nov
💬 WhatsApp
📦 Archive
J
Jaysukh Bhai
J k creation
32
New Meta Ads Stale
— 29 Sep
💬 WhatsApp
📦 Archive
D
Darshn Shah
Khushi Textile
28
New Direct Call Stale
— 23 Sep
💬 WhatsApp
📦 Archive
D
Deshmukh Sivam
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
suhag creation
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
V
Varshil Khalpada
aksha_handmadejewelry
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
D
Dipak BHai
SOMNATH OPTICAL
0
Converted invoice
—
💬 WhatsApp
📦 Archive
R
REOPAX
0
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ajnero creation
0
Converted invoice
—
💬 WhatsApp
📦 Archive
R
Ramani Enterprise
0
Converted invoice
—
💬 WhatsApp
📦 Archive
M
Mahadev Creation
0
Converted invoice
—
💬 WhatsApp
📦 Archive
M
Mirav Sabhadiya
Tremy
28
New Direct Call Stale
— 19 Sep
💬 WhatsApp
📦 Archive
Y
Yogesh Bhai
41
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
J
Jaydeep Bhai
Shareeji Tex
51
Warm Direct Call 🌱
— 10 Oct
💬 WhatsApp
📦 Archive
A
Alpeshbhai Navadiya
Sawariya
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
L
Lalu Bhuva
VAlmo Enterprise
28
New Direct Call Stale
— 21 Sep