⌘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
107
Follow-ups due
Total Active
434
Pipeline Value
₹91.5K
Converted Revenue
₹148.0K
Conversion Rate
13%
Deals Closed
57
Follow-ups Due
107
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
Y
Yogesh Bhai 📞 Stale
+918000168567
New
41
— Direct Call
K
Krunal
21 Sep
J
Jaydeep Bhai 📞
Shareeji Tex 9924617530
Warm 🌱
51
— Direct Call
K
Krunal
10 Oct
A
Alpeshbhai Navadiya 📞 Stale
Sawariya +919375192594
New
28
— Direct Call
K
Krunal
21 Sep
A
Akashy 📞 Stale
Jental Rent +91 7021418796
New
28
— Direct Call
D
Dhruv
21 Sep
L
Lalu Bhuva 📞 Stale
VAlmo Enterprise 9016412062
New
28
— Direct Call
K
Krunal
21 Sep
A
Ab 📞
Ab The House 9978866798
New
46
— Direct Call
K
Krunal
11 Oct
N
Navpad garments 📞
+919428453748
Lost
36
— Direct Call
M
Mitali
+ Schedule
K
Krishna ayar 📞
Jaini Diamond +917048313180
New
46
— Direct Call
M
Mitali
08 Oct
S
Shani Dev 📞 Stale
Meshho Enterprise +91 7801869496
New
28
— Direct Call
D
Dhruv
21 Sep
R
Rangani Enterprise 📞
+917046498218
New
46
— Direct Call
M
Mitali
30 Oct
W
Wellvort Fashion 📞
+916359700086
New
46
— Direct Call
M
Mitali
10 Oct
K
Krishna Radariya 📞
Aoul Mek 9227147369
New
40
— Direct Call
K
Krunal
22 Sep
M
milan rakholiya 📞
Laxmi feb +919925999001
New
46
— Direct Call
M
Mitali
08 Oct
S
Sanjay Kothari 📞
Gautam sarees +917229026208
New
46
— Direct Call
M
Mitali
10 Oct
S
Sandeep vaid 📞
Jogmaya Fashion +919998401559
New
46
— Direct Call
M
Mitali
10 Oct
N
Niraj Bhai
Sai Enterprise 8200524375
Converted
28
— Direct Call
K
Krunal
18 Sep
M
Mukesh Bhai
JAY FASHION 81048 62331
Converted
30
— invoice
K
Krunal
+ Schedule
S
Shanker Bhai
Mangalam Designer 9638430652
Converted
30
— invoice
K
Krunal
+ Schedule
S
Sk Enterprics
9712890755
Converted
30
— invoice
D
Dhruv
+ Schedule
S
Sanjay Bhai 📞
Mithiben creation +919586012600
New
46
— Direct Call
M
Mitali
15 Oct
Showing 81–100 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
Y
Yogesh Bhai
41
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
J
Jaydeep Bhai
Shareeji Tex
51
Warm Direct Call 🌱
— 10 Oct
💬 WhatsApp
📦 Archive
A
Alpeshbhai Navadiya
Sawariya
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
A
Akashy
Jental Rent
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
L
Lalu Bhuva
VAlmo Enterprise
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
A
Ab
Ab The House
46
New Direct Call
— 11 Oct
💬 WhatsApp
📦 Archive
N
Navpad garments
36
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Krishna ayar
Jaini Diamond
46
New Direct Call
— 08 Oct
💬 WhatsApp
📦 Archive
S
Shani Dev
Meshho Enterprise
28
New Direct Call Stale
— 21 Sep
💬 WhatsApp
📦 Archive
R
Rangani Enterprise
46
New Direct Call
— 30 Oct
💬 WhatsApp
📦 Archive
W
Wellvort Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
K
Krishna Radariya
Aoul Mek
40
New Direct Call
— 22 Sep
💬 WhatsApp
📦 Archive
M
milan rakholiya
Laxmi feb
46
New Direct Call
— 08 Oct
💬 WhatsApp
📦 Archive
S
Sanjay Kothari
Gautam sarees
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
S
Sandeep vaid
Jogmaya Fashion
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
N
Niraj Bhai
Sai Enterprise
28
Converted Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
M
Mukesh Bhai
JAY FASHION
30
Converted invoice
—
💬 WhatsApp
📦 Archive
S
Shanker Bhai
Mangalam Designer
30
Converted invoice
—
💬 WhatsApp
📦 Archive
S
Sk Enterprics
30
Converted invoice
—
💬 WhatsApp
📦 Archive
S
Sanjay Bhai
Mithiben creation
46
New Direct Call
— 15 Oct