⌘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
I
Iqbal Khatri 📞
Kala Kasab +919712447567
New
46
— Direct Call
M
Mitali
10 Oct
A
Amit Bhai 📞 Stale
+91 9850068690
New
28
— Direct Call
D
Dhruv
24 Sep
M
Miral Bhai 📞 Stale
Shivance Enterprise +91 7984252141
New
28
— Direct Call
D
Dhruv
01 Oct
D
Dipan Bhai 📞 Stale
Jay Garmnets +919427953404
New
28
— Direct Call
D
Dhruv
26 Sep
B
Bhupat Bhai 📞 Stale
+91 9898755577
New
28
— Direct Call
D
Dhruv
01 Oct
A
Alpesh Bhai 📞 Stale
Bapa Sita Ram +91 9913846791
New
28
— Direct Call
D
Dhruv
01 Oct
T
Tanvi Gol 📞
+919909407314
New
40
— Direct Call
M
Mitali
28 Sep
B
Bhadresh 📞 Stale
+91 9913203339
New
28
— Direct Call
D
Dhruv
26 Sep
S
Shani Bhai 📞 Stale
Ceo kevinkeew jns company +91 9974573955
New
28
— Direct Call
D
Dhruv
01 Oct
A
Ajay Bhai 📞 Stale
+91 7861889797
New
28
— Direct Call
D
Dhruv
01 Oct
V
Venood Bhai 📞 Stale
+91 9898381659
New
28
— Direct Call
D
Dhruv
01 Oct
N
Nadeem dela 📞 Stale
+91 8329826092
New
28
— Direct Call
D
Dhruv
26 Sep
C
Codas Ware 📞 Stale
Codas Ware +91 9838385533
New
28
— Direct Call
D
Dhruv
25 Sep
J
Jaysukh Bhai 📞 Stale
J k creation 9376493643
New
32
— Meta Ads
K
Krunal
29 Sep
U
Umesh Dholiya 📞
Aarya fashion +919537221512
New
46
— Direct Call
M
Mitali
30 Oct
D
Darshn Shah 💬 Stale
Khushi Textile +919825107105
New
28
— Direct Call
K
Krunal
23 Sep
J
Jatin Bhai 📞
+919909522216
Lost
46
— Direct Call
M
Mitali
+ Schedule
R
Royalica Fashion 📞
+919824372851
Lost
46
— Direct Call
M
Mitali
+ Schedule
H
Hetal kachhadiya 📞
Violet Boutique +919978322000
New
46
— Direct Call
M
Mitali
30 Sep
Z
ZZ-TEST Client (B2C)
9111111111
Converted
0
— invoice — + Schedule
Showing 41–60 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
I
Iqbal Khatri
Kala Kasab
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
A
Amit Bhai
28
New Direct Call Stale
— 24 Sep
💬 WhatsApp
📦 Archive
M
Miral Bhai
Shivance Enterprise
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
D
Dipan Bhai
Jay Garmnets
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
B
Bhupat Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
A
Alpesh Bhai
Bapa Sita Ram
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
T
Tanvi Gol
40
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
B
Bhadresh
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
S
Shani Bhai
Ceo kevinkeew jns company
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
A
Ajay Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
V
Venood Bhai
28
New Direct Call Stale
— 01 Oct
💬 WhatsApp
📦 Archive
N
Nadeem dela
28
New Direct Call Stale
— 26 Sep
💬 WhatsApp
📦 Archive
C
Codas Ware
Codas Ware
28
New Direct Call Stale
— 25 Sep
💬 WhatsApp
📦 Archive
J
Jaysukh Bhai
J k creation
32
New Meta Ads Stale
— 29 Sep
💬 WhatsApp
📦 Archive
U
Umesh Dholiya
Aarya fashion
46
New Direct Call
— 30 Oct
💬 WhatsApp
📦 Archive
D
Darshn Shah
Khushi Textile
28
New Direct Call Stale
— 23 Sep
💬 WhatsApp
📦 Archive
J
Jatin Bhai
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
R
Royalica Fashion
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
H
Hetal kachhadiya
Violet Boutique
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
Z
ZZ-TEST Client (B2C)
0
Converted invoice
—