⌘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
A
alankar 📞
alankar the wedding gallry 8460844969
Converted
68
— Direct Call
K
Krunal
+ Schedule
B
Bhavin Senjaliya
BR +91 9909663547
Converted
76
₹70,000 Direct Call
K
Krunal
Re-engage Bhavin Senjaliya at BR via pho... 22 Jul
D
Doxan 📞
DOXAN +918128717442
Converted
60
₹2,700 Direct Call
K
Krunal
25 Jul
B
bhaoutik devaliya 📞
BK FASHION 9328386478
Lost
36
₹0 Direct Call
K
Krunal
+ Schedule
H
heeriva 📞
heeriva fashion +917859805725
Converted 🌱
41
₹900 Direct Call
K
Krunal
+ Schedule
J
jigneshbhai 📞 Stale
om lapani 9924643281
New
40
— Direct Call
K
Krunal
21 Sep
H
hardikbhai 📞
+918866988951
Converted
42
— WhatsApp
K
Krunal
+ Schedule
M
mohitbhai 📞
pushpa creation 9509505449
Lost
41
— Direct Call
K
Krunal
+ Schedule
S
sarvopari 📞
sarvopari colors +91 9875063200
Lost
36
— Direct Call
K
Krunal
+ Schedule
H
hasraj motwani 📞 Stale
satyapal silk +919725781858
New
37
— Meta Ads
K
Krunal
Schedule an intro call with hasraj motwa... 22 Sep
O
os jeans bharat bhai 📞
os jeans +919033004130
Converted
58
₹10,000 Direct Call
K
Krunal
Schedule closing call with OS Jeans to f... + Schedule
Showing 141–151 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
A
alankar
alankar the wedding gallry
68
Converted Direct Call
—
💬 WhatsApp
📦 Archive
B
Bhavin Senjaliya
BR
76
Converted Direct Call
₹70,000 22 Jul
Re-engage Bhavin Senjaliya at BR via phone call wi...
💬 WhatsApp
📦 Archive
D
Doxan
DOXAN
60
Converted Direct Call
₹2,700 25 Jul
💬 WhatsApp
📦 Archive
B
bhaoutik devaliya
BK FASHION
36
Lost Direct Call
₹0
💬 WhatsApp
📦 Archive
H
heeriva
heeriva fashion
41
Converted Direct Call 🌱
₹900
💬 WhatsApp
📦 Archive
J
jigneshbhai
om lapani
40
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
H
hardikbhai
42
Converted WhatsApp
—
💬 WhatsApp
📦 Archive
M
mohitbhai
pushpa creation
41
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
sarvopari
sarvopari colors
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
H
hasraj motwani
satyapal silk
37
New Meta Ads Stale
— 22 Sep
Schedule an intro call with hasraj motwani at saty...
💬 WhatsApp
📦 Archive
O
os jeans bharat bhai
os jeans
58
Converted Direct Call
₹10,000
Schedule closing call with OS Jeans to finalize pr...