⌘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
M
Meera Diamond 📞
Meera Diamond +916351935808
New
46
— Direct Call
M
Mitali
20 Oct
A
Alpesh Bhai 📞
Raiyani Fashion +918866991271
Lost
51
— Direct Call
M
Mitali
+ Schedule
D
Deepak Bhai 📞
Krishna Textile +919265373997
New
51
— Direct Call
M
Mitali
28 Sep
D
Dinesh Bhai 📞
Janki Creation +919512267472
New
45
— Direct Call
M
Mitali
29 Sep
H
Hardik Bhai 📞
+918264794280
Lost
28
— —
M
Mitali
+ Schedule
S
Somnath Enterprise 📞
Somnath Enterprise +91 98259 37556
Lost
36
— Direct Call
M
Mitali
+ Schedule
B
Bhavesh
Khushi Tex 8000332211
New
51
— Direct Call
M
Mitali
15 Oct
L
Leranath Creation 📞
Leranath Creation +917862891798
New
46
— Direct Call
M
Mitali
15 Oct
M
Manish Bhai 📞
Rose Petals +919725897399
Lost
36
— Direct Call
M
Mitali
+ Schedule
B
BabuBhai 📞
Khodiyar enterprise +919925420375
New
51
— Direct Call
M
Mitali
31 Oct
N
Nirav Manavadariya 📞
+919638046311
New
46
— Direct Call
M
Mitali
15 Oct
V
Varniraj Fashion 📞
Varniraj Fashion +919265528390
New
46
— Direct Call
M
Mitali
10 Oct
A
Aantara Saree 📞
Aantara Saree +917990143619
New
40
— Direct Call
M
Mitali
15 Oct
J
Jayesh Kumar K Khokhar 📞
+917434989688
New
51
— Direct Call
M
Mitali
15 Oct
S
Sarthus Enterprises 📞
Sarthus Enterprises +917433891343
New
46
— Direct Call
M
Mitali
15 Oct
V
Vansh 📞
Devika Fashion 9023642729
New
46
— Direct Call
M
Mitali
10 Oct
G
Gangani Shailesh 📞
+919327777214
New
46
— Direct Call
M
Mitali
20 Oct
S
Shiv 📞
+917096338177
New
51
— Direct Call
M
Mitali
10 Oct
P
Pari Tex 📞
Pari Tex +919099108859
New
46
— Direct Call
M
Mitali
15 Oct
D
Dharmik Patel 📞
MD Production +917573946003
New
51
— Direct Call
M
Mitali
10 Oct
Showing 121–140 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
M
Meera Diamond
Meera Diamond
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
A
Alpesh Bhai
Raiyani Fashion
51
Lost Direct Call
—
💬 WhatsApp
📦 Archive
D
Deepak Bhai
Krishna Textile
51
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
D
Dinesh Bhai
Janki Creation
45
New Direct Call
— 29 Sep
💬 WhatsApp
📦 Archive
H
Hardik Bhai
28
Lost
—
💬 WhatsApp
📦 Archive
S
Somnath Enterprise
Somnath Enterprise
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
B
Bhavesh
Khushi Tex
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
L
Leranath Creation
Leranath Creation
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
M
Manish Bhai
Rose Petals
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
B
BabuBhai
Khodiyar enterprise
51
New Direct Call
— 31 Oct
💬 WhatsApp
📦 Archive
N
Nirav Manavadariya
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
V
Varniraj Fashion
Varniraj Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
A
Aantara Saree
Aantara Saree
40
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
J
Jayesh Kumar K Khokhar
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
S
Sarthus Enterprises
Sarthus Enterprises
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
V
Vansh
Devika Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
G
Gangani Shailesh
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
S
Shiv
51
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
P
Pari Tex
Pari Tex
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
D
Dharmik Patel
MD Production
51
New Direct Call
— 10 Oct