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

Leads

Live

443 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
443
Total active
₹90.2K
Pipeline value
14%
Conversion rate
104
Follow-ups due
Total Active
443
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
443 leads
Lead Status Score Value Source Assignee Next Action Follow-up Actions
V
VISHAL BHAI 📞
ANTILA FASHION ZONE 6358043687
Converted
60
₹2,000 Direct Call
B
Bhavin
22 Aug
D
dihox 📞 Stale
9265868305
New
30
— — — + Schedule
M
mayurbhai 📞
9537228021
New
40
— Direct Call — 01 Oct
V
vasubhai 📞
jash textile 6356682368
Converted
42
₹3,200 WhatsApp
K
Krunal
+ Schedule
S
satar fashion 📞 Stale
9104000714
New
31
₹650 Direct Call — + Schedule
R
rj enterprice
8347793915
Converted
28
₹6,000 —
K
Krunal
+ Schedule
N
nillesh gorasia 📞 Stale
9624604694
New
38
— Direct Call — + Schedule
B
bhavesh tailor 📞
8320156998
Converted
28
— Direct Call
B
Bhavin
25 Jul
S
subham 📞
subham creation 7405655153
Lost
40
— Direct Call — + Schedule
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
Showing 401–420 of 443

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
V
VISHAL BHAI
ANTILA FASHION ZONE
60
Converted Direct Call
₹2,000 22 Aug
💬 WhatsApp
📦 Archive
D
dihox
30
New Stale
—
💬 WhatsApp
📦 Archive
M
mayurbhai
40
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
V
vasubhai
jash textile
42
Converted WhatsApp
₹3,200
💬 WhatsApp
📦 Archive
S
satar fashion
31
New Direct Call Stale
₹650
💬 WhatsApp
📦 Archive
R
rj enterprice
28
Converted
₹6,000
💬 WhatsApp
📦 Archive
N
nillesh gorasia
38
New Direct Call Stale
—
💬 WhatsApp
📦 Archive
B
bhavesh tailor
28
Converted Direct Call
— 25 Jul
💬 WhatsApp
📦 Archive
S
subham
subham creation
40
Lost Direct Call
—
💬 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