⌘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
A
Akhilesh Ranjan 📞
Morry fashion +919033699919
New
46
— Direct Call
M
Mitali
10 Oct
J
Jaytul Bhayani 📞
Kashtbhanjan Enterprise +918141550363
New
51
— Direct Call
M
Mitali
15 Oct
V
Vipul Bhai 📞
Shivam Enterprise +919979595907
New
51
— Direct Call
M
Mitali
30 Sep
M
mitesh bhai 📞
+91 9913749815
New
46
— Direct Call
M
Mitali
10 Oct
O
OmKaar Modeling 📞
+919824868674
New
41
— Direct Call
M
Mitali
+ Schedule
K
Keyur Bhai 📞
Harikrushna +919601706617
New
51
— Direct Call
M
Mitali
02 Oct
W
Windsom Creation 📞
Windsom Creation +919723042622
New
46
— Direct Call
M
Mitali
15 Oct
A
Ankit Bhai 📞
Vastram Wear +917203914478
New
45
— Direct Call
M
Mitali
20 Oct
A
AKD Fashion 📞
AKD Fashion +917859911934
New
46
— Direct Call
M
Mitali
15 Oct
P
Parth 📞
Sadda Fashion 8238553999
New
55
— Meta Ads
M
Mitali
30 Sep
P
Priyesh Bhai 📞
Bhakti Creation +918000508548
New
55
— Meta Ads
M
Mitali
31 Oct
R
Raj Gabani 📞
Veeraa Impex +919824556000
New
51
— Direct Call
M
Mitali
15 Oct
J
Jyoti 📞
Arthat Kid's Wear Fashion +918511988923
New
46
— Direct Call
M
Mitali
20 Oct
G
Gurang 📞
Gurang Social Media Agency +919558747410
Lost
51
— Direct Call
M
Mitali
+ Schedule
K
KETAN DUNGARSHIBHAI PATEL 💬
SAREE + 91 9820972220
New
51
₹0 Direct Call
M
Mitali
15 Oct
A
AG one Imported Women's garment 🤝
AG one Imported Women's garment +919033332437
New
45
₹10,000 Instagram
M
Mitali
+ Schedule
Showing 141–156 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
A
Akhilesh Ranjan
Morry fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
J
Jaytul Bhayani
Kashtbhanjan Enterprise
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
V
Vipul Bhai
Shivam Enterprise
51
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
M
mitesh bhai
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
O
OmKaar Modeling
41
New Direct Call
—
💬 WhatsApp
📦 Archive
K
Keyur Bhai
Harikrushna
51
New Direct Call
— 02 Oct
💬 WhatsApp
📦 Archive
W
Windsom Creation
Windsom Creation
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
A
Ankit Bhai
Vastram Wear
45
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
A
AKD Fashion
AKD Fashion
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
P
Parth
Sadda Fashion
55
New Meta Ads
— 30 Sep
💬 WhatsApp
📦 Archive
P
Priyesh Bhai
Bhakti Creation
55
New Meta Ads
— 31 Oct
💬 WhatsApp
📦 Archive
R
Raj Gabani
Veeraa Impex
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
J
Jyoti
Arthat Kid's Wear Fashion
46
New Direct Call
— 20 Oct
💬 WhatsApp
📦 Archive
G
Gurang
Gurang Social Media Agency
51
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
KETAN DUNGARSHIBHAI PATEL
SAREE
51
New Direct Call
₹0 15 Oct
💬 WhatsApp
📦 Archive
A
AG one Imported Women's garment
AG one Imported Women's garment
45
New Instagram
₹10,000