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

Leads

Live

434 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
434
Total active
₹91.5K
Pipeline value
13%
Conversion rate
106
Follow-ups due
Total Active
434
Pipeline Value
₹91.5K
Converted Revenue
₹148.0K
Conversion Rate
13%
Deals Closed
57
Follow-ups Due
106
Hot
0
Warm
1
Cold
0
Negotiating
0
Proposal Sent
0
Nurture
3
434 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
M
meet vanpariya 📞
6355508494
New
45
— Direct Call — 21 Sep
A
amitbhai 📞
radhe enterprice 9913275596
Lost
33
— Direct Call — + Schedule
N
naddem 📞
n r designer 9824303882
Lost
40
— Direct Call — + Schedule
N
NIL MORJA 📞
9879300596
New
36
— Direct Call — + Schedule
G
ghanshyam bhai 📞 Stale
durja fab 98795 63451
New
40
— Direct Call — Reach out to ghanshyam bhai at durja fab... + Schedule
D
dhruv zalavadiya 📞
8320477737
Lost
40
— Direct Call — + Schedule
A
alankar 📞
alankar the wedding gallry 8460844969
Converted
68
— Direct Call
K
Krunal
+ Schedule
B
Bhavin Senjaliya
BR +91 9909663547
Converted
76
₹70,000 Direct Call
K
Krunal
Re-engage Bhavin Senjaliya at BR via pho... 22 Jul
J
jayesh patil 📞
indian fashionista 7383714545
Lost
45
— Direct Call — + Schedule
S
sahid malek 📞
ayat abay +918200451377
Lost 🌱
35
— Direct Call — + Schedule
D
Doxan 📞
DOXAN +918128717442
Converted
60
₹2,700 Direct Call
K
Krunal
25 Jul
N
nikhil 📞 Stale
9033332437
New
36
— Direct Call — + Schedule
K
keval bha 📞
9714422271
Lost
40
— Direct Call — + Schedule
N
nishant patel 📞
global tread 9033363033
Lost
40
— Direct Call — + Schedule
B
bablu medpara 📞 Stale
mavtar creation 9099276720
New
42
— WhatsApp — + Schedule
A
akshy 📞
sadguru fabric 9265662257
Lost
35
— Direct Call — + Schedule
D
divyesh bhai 📞
havenkaya +919909925245
Lost
40
— Walk-in — + Schedule
S
samir kheni
Stallion4tex +917203054244
New
43
₹10,738 WhatsApp — + Schedule
S
shahank yadav 📞 Stale
savari life style 7518729020
New
38
₹12,000 Direct Call — + Schedule
S
sagar jariwala 📞
chillen +919924816888
Lost
40
— Direct Call — + Schedule
Showing 401–420 of 434

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
meet vanpariya
45
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
A
amitbhai
radhe enterprice
33
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
naddem
n r designer
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
NIL MORJA
36
New Direct Call
—
💬 WhatsApp
📦 Archive
G
ghanshyam bhai
durja fab
40
New Direct Call Stale
—
Reach out to ghanshyam bhai at durja fab within th...
💬 WhatsApp
📦 Archive
D
dhruv zalavadiya
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
A
alankar
alankar the wedding gallry
68
Converted Direct Call
—
💬 WhatsApp
📦 Archive
B
Bhavin Senjaliya
BR
76
Converted Direct Call
₹70,000 22 Jul
Re-engage Bhavin Senjaliya at BR via phone call wi...
💬 WhatsApp
📦 Archive
J
jayesh patil
indian fashionista
45
Lost Direct Call
—
💬 WhatsApp
📦 Archive
S
sahid malek
ayat abay
35
Lost Direct Call 🌱
—
💬 WhatsApp
📦 Archive
D
Doxan
DOXAN
60
Converted Direct Call
₹2,700 25 Jul
💬 WhatsApp
📦 Archive
N
nikhil
36
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
K
keval bha
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
N
nishant patel
global tread
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
B
bablu medpara
mavtar creation
42
New WhatsApp Stale
—
💬 WhatsApp
📦 Archive
A
akshy
sadguru fabric
35
Lost Direct Call
—
💬 WhatsApp
📦 Archive
D
divyesh bhai
havenkaya
40
Lost Walk-in
—
💬 WhatsApp
📦 Archive
S
samir kheni
Stallion4tex
43
New WhatsApp
₹10,738
💬 WhatsApp
📦 Archive
S
shahank yadav
savari life style
38
New Direct Call Stale
₹12,000
💬 WhatsApp
📦 Archive
S
sagar jariwala
chillen
40
Lost Direct Call
—