⌘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
P
Prince padsala 📞
Grown shades jewelry +919023414408
New
46
— Direct Call
M
Mitali
15 Oct
R
Rudra 📞
Laxminarayan Saree +919875063200
New
46
— Direct Call
M
Mitali
15 Oct
M
Mohit bhai 📞
Pushpa Creation +919509505449
New
46
— Direct Call
M
Mitali
10 Oct
J
Jignesh Bhai 📞
Lizaa Impex +919924643281
New
46
— Direct Call
M
Mitali
10 Oct
M
Meet Vanpariya 📞
Soulmate Saree +919737868403
New
46
— Direct Call
M
Mitali
15 Oct
R
Ramdev Texpro 📞
+919377580755
New
46
— Direct Call
M
Mitali
15 Oct
M
Mayank Dhodia 📞
Magic Beauty nd cosmetic +919898654814
New
46
— Direct Call
M
Mitali
10 Oct
A
Ankit Bharodiya 📞
Devera collective +919638741921
Lost
45
— Direct Call
M
Mitali
15 Oct
K
Keval Narola 📞
Nandkuvar Fashion +917861835511
New
46
— Direct Call
M
Mitali
10 Oct
S
Suresh Bhai 📞
Textile +918980800600
New
46
— Direct Call
M
Mitali
15 Oct
R
Ramesh Bhai 📞
Shreeji Fashion +919773085024
New
46
— Direct Call
M
Mitali
15 Nov
S
Smit Diyora 📞
Shiv Malhar +917046410020
Lost
46
— Direct Call
M
Mitali
+ Schedule
S
Shree Ramdev Fabrics 📞
+916352759979
New
46
— Direct Call
M
Mitali
15 Oct
J
Jeet bhai 📞
Cubes Digital Marketing +919875259373
New
46
— Direct Call
M
Mitali
20 Oct
D
Dishant 📞
Rukmani Fashion +919825726008
New
46
— Direct Call
M
Mitali
20 Oct
H
Haresh Bhai 📞
Dexon +918128717442
New
46
— Direct Call
M
Mitali
15 Oct
M
Mona Patel 📞
+918469938877
New
46
— Direct Call
M
Mitali
20 Oct
K
KCPC Bandhani 📞
+917976721719
New
46
— Direct Call
M
Mitali
31 Oct
C
Chirag vaghasiya 📞
Shree Tex +918264233561
New
46
— Direct Call
M
Mitali
15 Oct
N
Nirva fab 📞
+917016798101
New
46
— Direct Call
M
Mitali
10 Oct
Showing 81–100 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
P
Prince padsala
Grown shades jewelry
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
R
Rudra
Laxminarayan Saree
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
M
Mohit bhai
Pushpa Creation
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
J
Jignesh Bhai
Lizaa Impex
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
M
Meet Vanpariya
Soulmate Saree
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
R
Ramdev Texpro
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
M
Mayank Dhodia
Magic Beauty nd cosmetic
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
A
Ankit Bharodiya
Devera collective
45
Lost Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
K
Keval Narola
Nandkuvar Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Suresh Bhai
Textile
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
R
Ramesh Bhai
Shreeji Fashion
46
New Direct Call
— 15 Nov
💬 WhatsApp
📦 Archive
S
Smit Diyora
Shiv Malhar
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
Shree Ramdev Fabrics
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
J
Jeet bhai
Cubes Digital Marketing
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
D
Dishant
Rukmani Fashion
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
H
Haresh Bhai
Dexon
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
M
Mona Patel
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
K
KCPC Bandhani
46
New Direct Call
— 31 Oct
💬 WhatsApp
📦 Archive
C
Chirag vaghasiya
Shree Tex
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
N
Nirva fab
46
New Direct Call
— 10 Oct