V
VJX3
⌕
🔔{{ dueCount }}
VJ
Viji
Admin
{{ n.icon }}{{ n.label }} {{ n.count }}
Chennai · IST
Sat, 12 Sep 2026
CRM

{{ title }}

{{ stats.open }} open
{{ stats.pipeline }} pipeline
{{ stats.due }} follow-ups due
{{ stats.won }} won this qtr
{{ t.label }}
{{ c.label }} {{ c.n }}
{{ leadCountLabel }}
Lead
Stage
Project type
Budget
Location
Site area
Timeline
Assigned
Next follow-up
{{ l.name }}
{{ l.source }} · {{ l.phone }}
{{ l.stage }}
{{ l.type }}
{{ l.budget }}
{{ l.location }}
{{ l.area }}
{{ l.timeline }}
{{ l.ownerInitials }}
{{ l.ownerShort }}
{{ l.followLabel }}
A · Columns
B · Swimlanes
{{ variantHint }}
Drag disabled in prototype · click a card to open
{{ col.label }}{{ col.n }}
{{ col.total }}
{{ l.name }}
{{ l.type }}
{{ l.budget }}
{{ l.daysInStage }}d in stage{{ l.followLabel }}
{{ col.label }}
{{ col.n }} leads · {{ col.total }}
{{ l.name }}{{ l.budget }}
{{ l.type }} · {{ l.daysInStage }}d{{ l.followLabel }}
No leads in this stage
← Back to leads
{{ client.ownerInitials }}

{{ client.contact }}

{{ client.phone }} · {{ client.email }}
Active client
Client since
12 Sep 2026
Source
{{ client.source }}
Account owner
{{ client.owner }}
Location
{{ client.location }}
Projects
1 project
{{ client.name }}
{{ client.type }} · {{ client.area }}
Briefing
{{ client.budget }}
Stage 1 of 7 · {{ client.timeline }}
Lead history
{{ e.date }}{{ e.title }}{{ e.by }}
Contacts
{{ client.ownerInitials }}
{{ client.contact }}
Primary · {{ client.phone }}
Notes
{{ client.notes }}
Documents
No documents yet. Proposal and agreement will appear here.
{{ title }} — next slice
CRM is the first slice. This screen comes next.
Back to CRM
{{ sel.type }} · {{ sel.location }} · Created {{ sel.createdLabel }}

{{ sel.name }}

{{ sel.contact }} · {{ sel.phone }}
×
{{ s.label }}
{{ t.label }}
Budget
{{ sel.budgetRange }}
Site area
{{ sel.area }}
Timeline
{{ sel.timeline }}
Source
{{ sel.source }}
Assigned to
{{ sel.owner }}
Email
{{ sel.email }}
Next follow-up
{{ sel.followFull }}
Latest note
{{ sel.notes }}
{{ e.icon }}
{{ e.title }}{{ e.date }}
{{ e.by }}
{{ e.body }}
{{ sel.notes }}
✓

Client created

{{ sel.contact }} is now a client. A project shell for {{ sel.name }} was created in Projects.

Convert to client

Confirm details. The lead is marked Won and a project is created.

New lead

Starts in the New stage with a follow-up in 2 days.
Follow-ups due
{{ l.name }}
{{ l.ownerShort }} · {{ l.stage }}
{{ l.followLabel }}