Lead Pipeline
CRM Dashboard
248
Total
34
Hot 🔥
72
Warm
42
Converted
12
Queries
Conversion
Overdue
7
Today: 5
Quick Actions
🔥 Hot Leads
Suresh Iyer
₹2.5 Cr
Divya Sharma
₹1.8 Cr
Rajiv Menon
₹3.2 Cr
Preethi Nair
₹90 L
Lead Sources
Lead Intelligence · Real-Time
CRM Dashboard
Manage your pipeline, follow-ups and client relationships
248
Total Leads
+28 this month
34
Hot Leads 🔥
Needs attention
72
Warm Leads
In nurturing
42
Converted
17% rate
₹48.6 Cr
Potential AUM
Pipeline value
12
New Queries
Pending reply
⚠️ 7 overdue follow-ups need immediate attention
Lead Acquisition Trend
New leads vs conversions — 6 months
Lead Sources
Where your leads come from
Sales Pipeline
Current month funnel breakdown
✨ New Leads
📞 Contacted
🎯 Qualified
📋 Proposal
✅ Converted
Performance
This month vs target
🔥 Hot Leads34
Suresh Iyer
Referral · ₹2.5 Cr
2d ago
Divya Sharma
LinkedIn · ₹1.8 Cr
1d ago
Rajiv Menon
Event · ₹3.2 Cr
3d ago
Preethi Nair
Website · ₹90 L
Today
Follow-Ups
Amit Verma
TodayDiscuss equity allocation
Sunita Rao
TodayFinancial plan review
Kiran Mehta
Send SIP proposal
Vijay Patel
Follow up on documents
7 overdue follow-ups
Recent Leads
Pooja Krishnan
Referral · ₹1.2 Cr
Today
Sanjay Dubey
LinkedIn · ₹80 L
Yesterday
Rekha Bose
Website · ₹45 L
2 days ago
Naresh Kumar
Event · ₹2 Cr
3 days ago
Latha Subramani
Referral · ₹1.5 Cr
4 days ago