CRM Demo
Demo · sample data
All clients

Siddharth Joshi

Joshi Labs · Standard Session · client_118

Won

Identity

Client name
Siddharth Joshi
Email
siddharth.joshi@example.com
Phone
+91 98105 32836
Business
Joshi Labs
Service interest
Standard Session
Source
Google Ads
Campaign
Search · Local
Landing page
/near-me

Sales status

Current stage
Won
Assigned owner
Deal value
₹8,500
Expected close
09 Sept 2026
Probability
100% · Stage default
Last activity
09 Sept 2026 · 01:00 pm
Next follow-up
27 Sept 2026 · 09:00 am · Overdue
Lead score
Sales Ready· 90

Lead score

Score
90
Temperature
Sales Ready
17 days since last engagement

Cold 0–29 · Warm 30–59 · Hot 60–84 · Sales Ready 85+

Temperature reason

Score 90 falls in the Sales Ready band.

Score breakdown

Form submitted08 Sept 2026 · 05:30 pm+10
Booking created08 Sept 2026 · 07:30 pm+15
Pricing requested09 Sept 2026 · 01:00 am+20
Meaningful reply09 Sept 2026 · 10:30 am+10
Meeting attended09 Sept 2026 · 11:00 am+10
Proposal viewed09 Sept 2026 · 12:00 pm+25
High-intent page viewed10 Sept 2026 · 05:30 pm+10
No response 14 days24 Sept 2026 · 05:30 pm-10
Total (0–100)90

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

Current booking status
Showed
Date / time
09 Sept 2026 · 11:00 am
Confirmation
Confirmed
Reminder status
1 of 2 sent
Attendance
Showed
Recovery
Not needed

Recent activity

  1. Converted
    Converted · BK-0042
    09 Sept 2026 · 01:00 pm
  2. Stage changed
    Meeting Booked → Meeting 1 Done
    09 Sept 2026 · 11:00 am
  3. Meeting held
    Attended Standard Session
    09 Sept 2026 · 11:00 am
  4. Reminder sent
    2h reminder · BK-0042
    09 Sept 2026 · 09:00 am
  5. Booking confirmed
    BK-0042 confirmed
    09 Sept 2026 · 12:30 am
  6. Stage changed
    Qualified → Meeting Booked
    08 Sept 2026 · 07:30 pm

Notes & tags

BengaluruWon
  • Prefers a call in the evening. Follow up on WhatsApp if no answer.

    Arjun Kapoor · 08 Sept 2026 · 06:30 pm

Created
08 Sept 2026
Updated
09 Sept 2026