⌘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
151 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
L
Lalu Bhuva 📞 Stale
VAlmo Enterprise 9016412062
New
28
— Direct Call
K
Krunal
21 Sep
A
Ab 📞
Ab The House 9978866798
New
46
— Direct Call
K
Krunal
11 Oct
K
Krishna Radariya 📞
Aoul Mek 9227147369
New
40
— Direct Call
K
Krunal
22 Sep
N
Niraj Bhai
Sai Enterprise 8200524375
Converted
28
— Direct Call
K
Krunal
18 Sep
M
Mukesh Bhai
JAY FASHION 81048 62331
Converted
30
— invoice
K
Krunal
+ Schedule
S
Shanker Bhai
Mangalam Designer 9638430652
Converted
30
— invoice
K
Krunal
+ Schedule
K
KIrtan Bhai 📞
Flayer Digital 7600747081
New
48
— WhatsApp
K
Krunal
21 Sep
V
Viral Satani 📞
Prusti Enterprise 9974793898
New
46
— Direct Call
K
Krunal
25 Sep
D
DharmeshBhai 📞
Silk Art +919979375702
New
46
— Direct Call
K
Krunal
21 Sep
U
Utsav BHai 📞
Infinite Gallery 9924514052
New
46
— Direct Call
K
Krunal
28 Sep
P
Priva Creation 📞
7600324121
Converted
51
— Direct Call
K
Krunal
+ Schedule
P
Palzia
9067374016
Converted
30
— invoice
K
Krunal
+ Schedule
V
VISHAL BHAI
Shahivastra +918141036010
Lost
40
— Direct Call
K
Krunal
+ Schedule
A
AASHRAY EXPORTS
90994 81402
Converted
30
— invoice
K
Krunal
+ Schedule
A
Ayodhya Fashion
9099200205
Converted
30
— invoice
K
Krunal
+ Schedule
J
jensi fashion
9879057762
Converted
30
— invoice
K
Krunal
+ Schedule
H
Hari Joshi 📞
Aandi Saree 9426860122
New
46
— Direct Call
K
Krunal
18 Sep
A
Aalagiya Vipul
+918140158140
New
46
— Direct Call
K
Krunal
30 Sep
N
Naresh Bhai
Aakruti Chapni 9714091110
New
46
— Direct Call
K
Krunal
16 Nov
M
Mukeshbhai
Kashish Selection 9824060068
New
46
— Direct Call
K
Krunal
01 Oct
Showing 21–40 of 151

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
L
Lalu Bhuva
VAlmo Enterprise
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
A
Ab
Ab The House
46
New Direct Call
— 11 Oct
💬 WhatsApp
📦 Archive
K
Krishna Radariya
Aoul Mek
40
New Direct Call
— 22 Sep
💬 WhatsApp
📦 Archive
N
Niraj Bhai
Sai Enterprise
28
Converted Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
JAY FASHION
30
Converted invoice
—
💬 WhatsApp
📦 Archive
S
Shanker Bhai
Mangalam Designer
30
Converted invoice
—
💬 WhatsApp
📦 Archive
K
KIrtan Bhai
Flayer Digital
48
New WhatsApp
— 21 Sep
💬 WhatsApp
📦 Archive
V
Viral Satani
Prusti Enterprise
46
New Direct Call
— 25 Sep
💬 WhatsApp
📦 Archive
D
DharmeshBhai
Silk Art
46
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
U
Utsav BHai
Infinite Gallery
46
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
P
Priva Creation
51
Converted Direct Call
—
💬 WhatsApp
📦 Archive
P
Palzia
30
Converted invoice
—
💬 WhatsApp
📦 Archive
V
VISHAL BHAI
Shahivastra
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
A
AASHRAY EXPORTS
30
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ayodhya Fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
J
jensi fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
H
Hari Joshi
Aandi Saree
46
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
A
Aalagiya Vipul
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
N
Naresh Bhai
Aakruti Chapni
46
New Direct Call
— 16 Nov
💬 WhatsApp
📦 Archive
M
Mukeshbhai
Kashish Selection
46
New Direct Call
— 01 Oct