⌘K
AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
B

Leads

Live

435 active leads · ₹91,488 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
435
Total active
₹91.5K
Pipeline value
13%
Conversion rate
104
Follow-ups due
Total Active
435
Pipeline Value
₹91.5K
Converted Revenue
₹148.0K
Conversion Rate
13%
Deals Closed
57
Follow-ups Due
104
Hot
0
Warm
1
Cold
0
Negotiating
0
Proposal Sent
0
Nurture
3
435 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
G
Gayatri handloom 📞
+918969994178
New
46
— Direct Call
M
Mitali
10 Oct
S
Saket Bhai 📞 Stale
+91 7486952483
New
28
— Direct Call
D
Dhruv
01 Oct
V
Vishal bhai 📞 Stale
+91 9409054056
New
28
— Direct Call
D
Dhruv
29 Sep
P
Pawan Bhai 📞 Stale
sm life style +91 9998578001
New
28
— Direct Call
D
Dhruv
01 Oct
B
Bhupatbhai Bhulani 📞
Vtm Market +919227903295
New
46
— Direct Call
M
Mitali
10 Oct
M
Mukesh Bhai 📞 Stale
a one your styale +91 7572840376
New
28
— Direct Call
D
Dhruv
01 Oct
V
Viveck malviya 📞 Stale
Mahadev Enterprise +91 7622903202
New
28
— Direct Call
D
Dhruv
01 Oct
B
Bhupendar bhai 📞 Stale
+91 8905058930
New
28
— Direct Call
D
Dhruv
01 Oct
A
Ahemad Bhai 📞 Stale
Gj Textile 9099557888
New
28
— Direct Call
K
Krunal
24 Sep
H
Harish Panetar 📞
+919824052455
New
46
— Direct Call
M
Mitali
01 Oct
F
Faizan Memon 💬 Stale
Sky Enterprise 9265458950
New
28
— Direct Call
K
Krunal
30 Nov
M
Maa Kripa Creation 📞
+919510728244
New
40
— Direct Call
M
Mitali
28 Sep
M
Mahesh tahakr 📞 Stale
Sitaram Aeprial +91 9016633140
New
28
— Direct Call
D
Dhruv
01 Oct
Y
Yogesh Bhai 📞 Stale
+91 6356893466
New
28
— Direct Call
D
Dhruv
26 Sep
D
Dhaval Bhai 📞 Stale
Hous Of Yathnashi +91 9702271971
New
28
— Direct Call
D
Dhruv
01 Oct
H
Hetal Ben 📞 Stale
+91 7038152079
New
28
— Direct Call
D
Dhruv
26 Sep
G
Gaurav Bhai 📞 Stale
+91 9512247141
New
28
— Direct Call
D
Dhruv
26 Sep
V
Vishal Devani 📞
+919722776382
New
46
— Direct Call
M
Mitali
01 Oct
C
Chitur Bhai 📞 Stale
+91 8141550363
New
28
— Direct Call
D
Dhruv
24 Sep
D
Dharmik Sutariya 📞
Brand feild +919099381561
New
46
— Direct Call
M
Mitali
30 Sep
Showing 21–40 of 435

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
G
Gayatri handloom
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Saket Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
V
Vishal bhai
28
New Direct Call Stale
— 29 Sep
💬 WhatsApp
📦 Archive
P
Pawan Bhai
sm life style
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
B
Bhupatbhai Bhulani
Vtm Market
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
a one your styale
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
V
Viveck malviya
Mahadev Enterprise
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
B
Bhupendar bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
A
Ahemad Bhai
Gj Textile
28
New Direct Call Stale
— 24 Sep
💬 WhatsApp
📦 Archive
H
Harish Panetar
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
F
Faizan Memon
Sky Enterprise
28
New Direct Call Stale
— 30 Nov
💬 WhatsApp
📦 Archive
M
Maa Kripa Creation
40
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
M
Mahesh tahakr
Sitaram Aeprial
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
Y
Yogesh Bhai
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
D
Dhaval Bhai
Hous Of Yathnashi
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
H
Hetal Ben
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
G
Gaurav Bhai
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
V
Vishal Devani
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
C
Chitur Bhai
28
New Direct Call Stale
— 24 Sep
💬 WhatsApp
📦 Archive
D
Dharmik Sutariya
Brand feild
46
New Direct Call
— 30 Sep