⌘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
156 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
J
Jenish savani 📞
Hiya fashion +919510551656
New
46
— Direct Call
M
Mitali
15 Oct
H
Holiday Clothing 📞
+918320371537
New
46
— Direct Call
M
Mitali
28 Sep
N
Navpad garments 📞
+919428453748
Lost
36
— Direct Call
M
Mitali
+ Schedule
K
Krishna ayar 📞
Jaini Diamond +917048313180
New
46
— Direct Call
M
Mitali
08 Oct
R
Rangani Enterprise 📞
+917046498218
New
46
— Direct Call
M
Mitali
30 Oct
W
Wellvort Fashion 📞
+916359700086
New
46
— Direct Call
M
Mitali
10 Oct
M
milan rakholiya 📞
Laxmi feb +919925999001
New
46
— Direct Call
M
Mitali
08 Oct
S
Sanjay Kothari 📞
Gautam sarees +917229026208
New
46
— Direct Call
M
Mitali
10 Oct
S
Sandeep vaid 📞
Jogmaya Fashion +919998401559
New
46
— Direct Call
M
Mitali
10 Oct
S
Sanjay Bhai 📞
Mithiben creation +919586012600
New
46
— Direct Call
M
Mitali
15 Oct
A
Ankit Dhameliya 📞
Good Stuff +918460889683
New
46
— Direct Call
M
Mitali
15 Oct
S
Sahil Bhai 📞
+919824513608
New
46
— Direct Call
M
Mitali
20 Oct
G
Ghanshyam Bhai 📞
Zyana Enterprise +919687335364
New
46
— Direct Call
M
Mitali
15 Oct
K
Khodiyar Enterprise 📞
+919023843467
New
46
— Direct Call
M
Mitali
20 Oct
A
Abhijeet 📞
Desivibes +918051044101
New
46
— Direct Call
M
Mitali
20 Oct
J
Jay Bhai 📞
The gift lounge +917405884033
New
46
— Direct Call
M
Mitali
10 Oct
H
Hiren Patel 📞
Krishiv Creation +917405062747
New
51
— Direct Call
M
Mitali
30 Sep
R
Raj Bhai 📞
White dragon +918160422415
New
46
— Direct Call
M
Mitali
10 Oct
G
Gautam Bhai 📞
Ramdev enterprise +918799675539
New
46
— Direct Call
M
Mitali
10 Oct
A
Ankit 📞
Join Terin +919638650813
Lost
46
— Direct Call
M
Mitali
10 Oct
Showing 21–40 of 156

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
J
Jenish savani
Hiya fashion
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
H
Holiday Clothing
46
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
N
Navpad garments
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Krishna ayar
Jaini Diamond
46
New Direct Call
— 08 Oct
💬 WhatsApp
📦 Archive
R
Rangani Enterprise
46
New Direct Call
— 30 Oct
💬 WhatsApp
📦 Archive
W
Wellvort Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
M
milan rakholiya
Laxmi feb
46
New Direct Call
— 08 Oct
💬 WhatsApp
📦 Archive
S
Sanjay Kothari
Gautam sarees
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sandeep vaid
Jogmaya Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sanjay Bhai
Mithiben creation
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
A
Ankit Dhameliya
Good Stuff
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
S
Sahil Bhai
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
G
Ghanshyam Bhai
Zyana Enterprise
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
K
Khodiyar Enterprise
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
A
Abhijeet
Desivibes
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
J
Jay Bhai
The gift lounge
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
H
Hiren Patel
Krishiv Creation
51
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
R
Raj Bhai
White dragon
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
G
Gautam Bhai
Ramdev enterprise
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
A
Ankit
Join Terin
46
Lost Direct Call
— 10 Oct