⌘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
444 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
K
Ketul Bhai 📞 Stale
+91 9904417563
New
28
— Direct Call
D
Dhruv
21 Sep
J
Jayesh Bhai 📞
Textile Fab +918306363017
New
46
— Direct Call
M
Mitali
15 Oct
A
Aayush
Sarda Textile 8469471050
New
36
— Direct Call
K
Krunal
01 Oct
S
Sudhir Bhai 📞 Stale
Varsha Fashion +91 7359991190
New
28
— Direct Call
D
Dhruv
22 Sep
D
Dinesh Sohan
+919558752899
Lost
36
— Direct Call
K
Krunal
+ Schedule
K
Kishorbhai 📞
Vraj Creation +918000300025
New
46
— Direct Call
M
Mitali
10 Oct
P
Pankaj Bhai 📞
Rudra fashion +919726003040
New
46
— Direct Call
M
Mitali
10 Oct
P
Pankaj Bhai
Beduas +917990775632
New
40
— Direct Call
K
Krunal
21 Sep
M
Mehul Bhai 📞
Maruti Patola +917990566602
New
40
— Direct Call
D
Dhruv
19 Sep
M
Manisha Bjaj
7984751221
Lost
36
— Direct Call
K
Krunal
+ Schedule
N
Nikhil Goyani 📞
radha rani fahsion +91 9870080210
New
40
— Direct Call
D
Dhruv
19 Sep
D
Dasbhai 📞
Eva Fashion +919925678133
New
46
— Direct Call
M
Mitali
18 Nov
B
Bhavin bhai 📞 Stale
naman careation +91 9922559797
New
28
— Direct Call
D
Dhruv
21 Sep
M
Maulikbhai 📞
+918866181421
New
46
— Direct Call
M
Mitali
15 Oct
M
MiteshBhaiRanchch
Krishom +919998062364
Lost
36
— Direct Call
K
Krunal
+ Schedule
K
Kalpesh Bhai 📞
Kalapi Fashion +918160032757
New
46
— Direct Call
M
Mitali
10 Oct
S
Satyapal silk stores 📞
+919725781858
New
46
— Direct Call
M
Mitali
15 Oct
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
Showing 201–220 of 444

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
K
Ketul Bhai
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
J
Jayesh Bhai
Textile Fab
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
A
Aayush
Sarda Textile
36
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
S
Sudhir Bhai
Varsha Fashion
28
New Direct Call Stale
— 22 Sep
💬 WhatsApp
📦 Archive
D
Dinesh Sohan
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Kishorbhai
Vraj Creation
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
P
Pankaj Bhai
Rudra fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
P
Pankaj Bhai
Beduas
40
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
M
Mehul Bhai
Maruti Patola
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
M
Manisha Bjaj
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
Nikhil Goyani
radha rani fahsion
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
D
Dasbhai
Eva Fashion
46
New Direct Call
— 18 Nov
💬 WhatsApp
📦 Archive
B
Bhavin bhai
naman careation
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
M
Maulikbhai
46
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
M
MiteshBhaiRanchch
Krishom
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Kalpesh Bhai
Kalapi Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Satyapal silk stores
46
New Direct Call
— 15 Oct
💬 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