⌘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
Prakash Bhai 📞
+919913311518
New
46
— Direct Call
M
Mitali
10 Oct
S
Sagar bhai 📞
ADS Lifestyle +918000573171
New
46
— Direct Call
M
Mitali
01 Nov
D
Dwarkadhish Saree 📞
+919624756541
Lost
46
— Direct Call
M
Mitali
+ Schedule
D
Daksham 📞
AARAMLY +919687478750
New
46
— Direct Call
M
Mitali
20 Oct
N
Nikhil Chavada 📞
+918866759307
Lost
36
— Direct Call
M
Mitali
+ Schedule
M
Moon Fashion 📞
Moon Fashion +918849461645
Lost
36
— Direct Call
M
Mitali
+ Schedule
M
Moksh Shah 📞
Ajit Textile +916352268882
New
46
— Direct Call
M
Mitali
20 Oct
S
Sandeep Bhai 📞
Maa Shakambari Silk Mills +919824108264
New
51
— Direct Call
M
Mitali
28 Sep
K
Keval virani 📞
divy jivvan +919687882102
Lost
40
— Direct Call
M
Mitali
+ Schedule
M
Mukesh Bhai 📞
blura Dero +916353100644
New
51
— Direct Call
M
Mitali
15 Oct
B
Bhavik Bhai 📞
Omkar Creation +919924770344
New
46
— Direct Call
M
Mitali
20 Oct
R
Rahul Hirapara 📞
Look Classic +918530055960
New
46
— Direct Call
M
Mitali
20 Oct
K
Kinnary kapdiya 📞
The Vintage Creation +917046448466
New
46
— Direct Call
M
Mitali
20 Oct
D
Deepak Bhai 📞
Greenex crop care +918160433064
New
45
— Direct Call
M
Mitali
10 Oct
M
Mital vora 📞
Show Of Jeans +919925017296
New
46
— Direct Call
M
Mitali
15 Oct
D
Dipesh Rathi 📞
Kaisari +918320861078
New
46
— Direct Call
M
Mitali
15 Oct
H
Harsh Surani 📞
+918866067911
Lost
36
— Direct Call
M
Mitali
+ Schedule
N
Naresh bhai 📞
Shiv Ornaments +919925316678
New
46
— Direct Call
M
Mitali
15 Oct
M
M Kavad 📞
+918866762787
Lost
46
— Direct Call
M
Mitali
14 Oct
N
Nevil Goyani 📞
Shreenathji traders +919537583034
New
46
— Direct Call
M
Mitali
25 Oct
Showing 101–120 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
Prakash Bhai
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sagar bhai
ADS Lifestyle
46
New Direct Call
— 01 Nov
💬 WhatsApp
📦 Archive
D
Dwarkadhish Saree
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
D
Daksham
AARAMLY
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
N
Nikhil Chavada
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
Moon Fashion
Moon Fashion
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
Moksh Shah
Ajit Textile
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
S
Sandeep Bhai
Maa Shakambari Silk Mills
51
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
K
Keval virani
divy jivvan
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
blura Dero
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
B
Bhavik Bhai
Omkar Creation
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
R
Rahul Hirapara
Look Classic
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
K
Kinnary kapdiya
The Vintage Creation
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
D
Deepak Bhai
Greenex crop care
45
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
M
Mital vora
Show Of Jeans
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
D
Dipesh Rathi
Kaisari
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
H
Harsh Surani
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
Naresh bhai
Shiv Ornaments
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
M
M Kavad
46
Lost Direct Call
— 14 Oct
💬 WhatsApp
📦 Archive
N
Nevil Goyani
Shreenathji traders
46
New Direct Call
— 25 Oct