Lead Management: Search, Filters & Lead Profile

Find any lead instantly

• Search by name, phone, email, company or reference number. Phone numbers work in any format; email works by full address, part of it, or domain (@company.com).
• Reference numbers — every lead gets a permanent number like CRN-2609-0042 and a short lead number (#1042), so a rep and a customer can point to the same lead on a call. There is a CRN column in the lead table, and you can sort by it.
• Global search from anywhere with Ctrl/⌘ + K.
• Filters on status, owner, team, source, tags, dates, score and any custom field — combine with AND / OR.
• Budgets, understood — a budget answer on a Facebook or Instagram form, like "₹40–75 lakhs" or "₹1.5 cr", becomes the lead's expected deal value automatically (a range uses its midpoint), so pipeline value and forecasts count it from day one.
• Sort by newest, last updated, name, status, owner, next follow-up or score.
• Saved views — save filters like "My untouched Facebook leads" and open them in one tap.
• Smart segments — hot leads, high-value deals at risk, unassigned new leads.

Act on hundreds of leads at once

Select leads and assign, change status, add tags, send a WhatsApp campaign (up to 500), export to CSV or delete.

Capture what matters to your business

Admins decide which standard fields show on forms and lead cards (company is optional, so consumer sales stay uncluttered), which are required, and in what order. Custom fields in 10 types — text, long text, number, currency (₹, $, €, £), date, date & time, dropdown, multi-select, checkbox and link. Group them into tabs, make them required, and use them in forms, filters, imports and automations. Tags add quick labels like "2BHK" or "Budget 50L+".

The lead profile — everything in one place

• Contact details, status, owner, priority, score and source
• One-tap call, WhatsApp, SMS and email
• What they told you in the form
• Full timeline: notes, calls, messages, status changes, assignments, meetings
• WhatsApp conversation (Business API)
• Follow-ups, meetings and sequences
• Attachments — quotes, documents, audio files
• Shared links and whether they were opened
• AI summary, AI reply draft, next best action and best time to contact

Keep your data clean

• Duplicates: find leads with the same phone or email and merge them — notes, messages, follow-ups and tags are combined. Turn on auto-merge for new duplicates.
• Recycle bin: deleted leads can be restored for 30 days, and deleted leads don't count toward your plan's lead limit.
• Permanent delete: people with the "Permanently delete leads" permission can erase leads for good — useful for privacy requests.
• Import & export: CSV in, CSV out.

Real example

A manager opens the saved view "Unassigned — today", selects 25 leads and assigns them across three reps in ten seconds. A rep taking over a colleague's lead reads the AI summary and timeline, and continues the conversation without asking the customer to repeat anything.