⌘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
N
Nikunj Parmar 📞
Sahaj traders +919601255039
New
46
— Direct Call
M
Mitali
10 Oct
H
Hardik Bhai 📞
Vanshaft Collection +918200605485
New
46
— Direct Call
M
Mitali
24 Sep
M
Maan Enterprise 📞
+917874475463
New
51
— Direct Call
M
Mitali
10 Oct
P
Pankaj Bhai 📞
SRTEXPORT +919725020131
New
46
— Direct Call
M
Mitali
10 Oct
A
Aksh Bhai 📞
paya fashion +91 8469961203
New
40
— Direct Call
D
Dhruv
19 Sep
D
Dihox 📞
+91 92658 68305
New
40
— Direct Call
D
Dhruv
12 Oct
D
Devani's 📞
Shree Creation +918140947116
Lost
46
— Direct Call
M
Mitali
+ Schedule
R
Ramratan 💬
+918003347204
Lost
40
— Direct Call
K
Krunal
+ Schedule
K
Kahesh KushWah 📞
+917275446367
New
46
— Direct Call
K
Krunal
01 Oct
R
Ruchit 📞
Wardrobe Wockos +916356635797
New
46
— Direct Call
M
Mitali
10 Oct
D
Dinesh Bhai 📞
Gulmohar +91 9825988655
New
46
— Direct Call
D
Dhruv
22 Sep
S
Sanjay Bhai 📞
Vani Creation +919722017689
New
45
— Direct Call
M
Mitali
29 Sep
K
Krushiv Bhai 📞
Navya Fashion +917874247974
New
46
— Direct Call
M
Mitali
25 Nov
A
AnkitBhai 📞
koolkameez +91 8780888635
New
46
— Direct Call
D
Dhruv
19 Sep
U
Umang
Soham 9925527510
New
46
— Direct Call
K
Krunal
18 Sep
S
Shahid Ansari 📞
7016554134
New
46
— Direct Call
K
Krunal
28 Sep
H
Hari Joshi 📞
Anadi fashion +91 9426860122
New
46
— Direct Call
D
Dhruv
18 Sep
J
Jenish Shiroya 📞 Stale
Women first +91 9033296462
New
28
— Direct Call
D
Dhruv
22 Sep
A
Aksh jain 📞
+91 9016202228
New
46
— Direct Call
D
Dhruv
Reach out to Aksh jain within the hour —... 01 Oct
R
Raj Bhai 📞 Stale
New Generation +91 7779035899
New
28
— Direct Call
D
Dhruv
21 Sep
Showing 161–180 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
N
Nikunj Parmar
Sahaj traders
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
H
Hardik Bhai
Vanshaft Collection
46
New Direct Call
— 24 Sep
💬 WhatsApp
📦 Archive
M
Maan Enterprise
51
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
P
Pankaj Bhai
SRTEXPORT
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
A
Aksh Bhai
paya fashion
40
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
D
Dihox
40
New Direct Call
— 12 Oct
💬 WhatsApp
📦 Archive
D
Devani's
Shree Creation
46
Lost Direct Call
—
💬 WhatsApp
📦 Archive
R
Ramratan
40
Lost Direct Call
—
💬 WhatsApp
📦 Archive
K
Kahesh KushWah
46
New Direct Call
— 01 Oct
💬 WhatsApp
📦 Archive
R
Ruchit
Wardrobe Wockos
46
New Direct Call
— 10 Oct
💬 WhatsApp
📦 Archive
D
Dinesh Bhai
Gulmohar
46
New Direct Call
— 22 Sep
💬 WhatsApp
📦 Archive
S
Sanjay Bhai
Vani Creation
45
New Direct Call
— 29 Sep
💬 WhatsApp
📦 Archive
K
Krushiv Bhai
Navya Fashion
46
New Direct Call
— 25 Nov
💬 WhatsApp
📦 Archive
A
AnkitBhai
koolkameez
46
New Direct Call
— 19 Sep
💬 WhatsApp
📦 Archive
U
Umang
Soham
46
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
S
Shahid Ansari
46
New Direct Call
— 28 Sep
💬 WhatsApp
📦 Archive
H
Hari Joshi
Anadi fashion
46
New Direct Call
— 18 Sep
💬 WhatsApp
📦 Archive
J
Jenish Shiroya
Women first
28
New Direct Call Stale
— 22 Sep
💬 WhatsApp
📦 Archive
A
Aksh jain
46
New Direct Call
— 01 Oct
Reach out to Aksh jain within the hour — they just...
💬 WhatsApp
📦 Archive
R
Raj Bhai
New Generation
28
New Direct Call Stale
— 21 Sep