⌘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
M
Mukesh demla 📞
unitech agencies 8000823131
New
40
— Direct Call
K
Krunal
18 Sep
S
sagar bhai 📞 Stale
chhoga clothing 7777900325
New
45
— Walk-in
K
Krunal
22 Sep
T
takshil goyani 📞
laxix life style 9016848130
New
45
— Direct Call
K
Krunal
18 Sep
D
devang gopiwala 📞
7600129029
Lost
44
— Meta Ads
K
Krunal
+ Schedule
P
paresh padmani
9913213914
Lost
40
— Meta Ads
K
Krunal
+ Schedule
D
divyesh patel 📞
7874756304
Lost
44
— Meta Ads
K
Krunal
+ Schedule
M
milan bhai 📞
milon 8080370738
Converted
55
— Meta Ads
K
Krunal
15 Sep
N
neer bhai 📞
khushbhu collaction 9099154237
New
55
— Meta Ads
K
Krunal
28 Sep
B
bhavik desai 📞
+919106879855
New
55
— Meta Ads
K
Krunal
19 Sep
J
jyanshu creation 📞
9537190932
New
45
— Direct Call
K
Krunal
01 Oct
K
kromil 📞
om enterprise +9081586465
Lost
45
— Direct Call
K
Krunal
+ Schedule
N
NAROLA KEVAL 📞
NSQE 9409658994
Converted
44
₹700 Meta Ads
K
Krunal
+ Schedule
N
NITIN THUMAR 📞 Stale
9974638574
New
55
— Meta Ads
K
Krunal
21 Sep
K
KARANBHAI 📞
RUDRA FASHION 6354655269
New
45
— Meta Ads
K
Krunal
+ Schedule
J
janak bhai 📞
praypsa fashion 9909703926
Converted
44
— Meta Ads
K
Krunal
+ Schedule
U
uaval 📞
9574747776
New
44
— Meta Ads
K
Krunal
18 Sep
M
meet 💬
9978117152
New
51
₹2,000 Direct Call
K
Krunal
+ Schedule
O
os jeans 📞
+919427779019
New
41
— Direct Call
K
Krunal
+ Schedule
V
vasubhai 📞
jash textile 6356682368
Converted
42
₹3,200 WhatsApp
K
Krunal
+ Schedule
R
rj enterprice
8347793915
Converted
28
₹6,000 —
K
Krunal
+ Schedule
Showing 121–140 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
M
Mukesh demla
unitech agencies
40
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
S
sagar bhai
chhoga clothing
45
New Walk-in Stale
— 22 Sep
💬 WhatsApp
📦 Archive
T
takshil goyani
laxix life style
45
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
D
devang gopiwala
44
Lost Meta Ads
—
💬 WhatsApp
📦 Archive
P
paresh padmani
40
Lost Meta Ads
—
💬 WhatsApp
📦 Archive
D
divyesh patel
44
Lost Meta Ads
—
💬 WhatsApp
📦 Archive
M
milan bhai
milon
55
Converted Meta Ads
— 15 Sep
💬 WhatsApp
📦 Archive
N
neer bhai
khushbhu collaction
55
New Meta Ads
— 28 Sep
💬 WhatsApp
📦 Archive
B
bhavik desai
55
New Meta Ads
— 19 Sep
💬 WhatsApp
📦 Archive
J
jyanshu creation
45
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
K
kromil
om enterprise
45
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
NAROLA KEVAL
NSQE
44
Converted Meta Ads
₹700
💬 WhatsApp
📦 Archive
N
NITIN THUMAR
55
New Meta Ads Stale
— 21 Sep
💬 WhatsApp
📦 Archive
K
KARANBHAI
RUDRA FASHION
45
New Meta Ads
—
💬 WhatsApp
📦 Archive
J
janak bhai
praypsa fashion
44
Converted Meta Ads
—
💬 WhatsApp
📦 Archive
U
uaval
44
New Meta Ads
— 18 Sep
💬 WhatsApp
📦 Archive
M
meet
51
New Direct Call
₹2,000
💬 WhatsApp
📦 Archive
O
os jeans
41
New Direct Call
—
💬 WhatsApp
📦 Archive
V
vasubhai
jash textile
42
Converted WhatsApp
₹3,200
💬 WhatsApp
📦 Archive
R
rj enterprice
28
Converted
₹6,000