⌘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
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
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
Showing 41–60 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
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
💬 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