⌘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
N
Naresh Bhai 📞
vinayak creation +919824134867
New
41
— Direct Call
M
Mitali
02 Oct
J
Jaydeep bhai 📞
Pari fashion +919714717227
New
51
— Direct Call
M
Mitali
15 Oct
D
DharmeshBhai 📞
Silk Art +919979375702
New
46
— Direct Call
K
Krunal
21 Sep
U
Utsav BHai 📞
Infinite Gallery 9924514052
New
46
— Direct Call
K
Krunal
28 Sep
P
Priva Creation 📞
7600324121
Converted
51
— Direct Call
K
Krunal
+ Schedule
P
Palzia
9067374016
Converted
30
— invoice
K
Krunal
+ Schedule
V
VISHAL BHAI
Shahivastra +918141036010
Lost
40
— Direct Call
K
Krunal
+ Schedule
A
Arvind Narola 📞
Pramukh Fabric +917623099158
New
51
— Direct Call
M
Mitali
15 Oct
R
Rani Sahiba 📞
+917226975844
New
46
— Direct Call
M
Mitali
10 Oct
K
Ketan Shah 📞
Shree Sai Rainwear +919879469902
New
46
— Direct Call
M
Mitali
02 Oct
A
Arpit Dholariya 📞
+919328020227
New
51
— Direct Call
M
Mitali
03 Oct
A
AASHRAY EXPORTS
90994 81402
Converted
30
— invoice
K
Krunal
+ Schedule
A
Ayodhya Fashion
9099200205
Converted
30
— invoice
K
Krunal
+ Schedule
V
Vimal Rathi 📞
Rachita Collection +919586271110
New
46
— Direct Call
M
Mitali
10 Oct
R
Ramdev fashion
9427558369
Converted
30
— invoice — + Schedule
J
jensi fashion
9879057762
Converted
30
— invoice
K
Krunal
+ Schedule
S
Sunil Dandwani 📞
Hifi Creation +917859899266
Lost
40
— Direct Call
M
Mitali
+ Schedule
G
Gayatri fashion mart 📞
+918866219977
New
46
— Direct Call
M
Mitali
10 Oct
D
Disha 📞
Kalindi Dresses +919106722957
New
46
— Direct Call
M
Mitali
30 Sep
G
Gunvant Bhai 📞
+918128281376
New
46
— Direct Call
M
Mitali
15 Oct
Showing 121–140 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
N
Naresh Bhai
vinayak creation
41
New Direct Call
— 02 Oct
💬 WhatsApp
📦 Archive
J
Jaydeep bhai
Pari fashion
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
D
DharmeshBhai
Silk Art
46
New Direct Call
— 21 Sep
💬 WhatsApp
📦 Archive
U
Utsav BHai
Infinite Gallery
46
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
P
Priva Creation
51
Converted Direct Call
—
💬 WhatsApp
📦 Archive
P
Palzia
30
Converted invoice
—
💬 WhatsApp
📦 Archive
V
VISHAL BHAI
Shahivastra
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
A
Arvind Narola
Pramukh Fabric
51
New Direct Call
— 15 Oct
💬 WhatsApp
📦 Archive
R
Rani Sahiba
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
K
Ketan Shah
Shree Sai Rainwear
46
New Direct Call
— 02 Oct
💬 WhatsApp
📦 Archive
A
Arpit Dholariya
51
New Direct Call
— 03 Oct
💬 WhatsApp
📦 Archive
A
AASHRAY EXPORTS
30
Converted invoice
—
💬 WhatsApp
📦 Archive
A
Ayodhya Fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
V
Vimal Rathi
Rachita Collection
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
R
Ramdev fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
J
jensi fashion
30
Converted invoice
—
💬 WhatsApp
📦 Archive
S
Sunil Dandwani
Hifi Creation
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
G
Gayatri fashion mart
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
D
Disha
Kalindi Dresses
46
New Direct Call
— 30 Sep
💬 WhatsApp
📦 Archive
G
Gunvant Bhai
46
New Direct Call
— 15 Oct