CRM Demo
Demo · sample data
All clients

Varun Pillai

Pillai Consulting · Standard Session · client_262

Meeting Booked

Identity

Client name
Varun Pillai
Email
varun.pillai@example.com
Phone
+91 98133 03772
Business
Pillai Consulting
Service interest
Standard Session
Source
WhatsApp
Campaign
Broadcast · Monthly
Landing page
/whatsapp-offer

Sales status

Current stage
Meeting Booked
Assigned owner
Deal value
₹8,500
Expected close
27 Sept 2026
Probability
35% · Stage default
Last activity
27 Sept 2026 · 02:00 pm
Next follow-up
Not scheduled
Lead score
Warm· 45

Lead score

Score
45
Temperature
Warm
5 days since last engagement

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

Temperature reason

Score 45 falls in the Warm band.

Score breakdown

Form submitted21 Sept 2026 · 07:04 am+10
Booking created21 Sept 2026 · 09:04 am+15
Meaningful reply21 Sept 2026 · 08:04 pm+10
Video / demo watched23 Sept 2026 · 07:04 am+10
Total (0–100)45

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

Current booking status
Attendance Pending
Date / time
27 Sept 2026 · 04:00 pm
Confirmation
Confirmed
Reminder status
Both sent
Attendance
Pending
Recovery
Not needed

Recent activity

  1. Reminder sent
    2h reminder · BK-0106
    27 Sept 2026 · 02:00 pm
  2. Reminder sent
    24h reminder · BK-0106
    26 Sept 2026 · 04:00 pm
  3. Booking confirmed
    BK-0106 confirmed
    21 Sept 2026 · 12:04 pm
  4. Stage changed
    Qualified → Meeting Booked
    21 Sept 2026 · 09:04 am
  5. Booking created
    BK-0106 · Standard Session
    21 Sept 2026 · 09:04 am
  6. Qualified
    New Lead → Qualified
    21 Sept 2026 · 08:04 am

Notes & tags

BengaluruWhatsApp lead
  • Found us through Broadcast · Monthly. Keen to start this month.

    Kavya Iyer · 21 Sept 2026 · 08:04 am

Created
21 Sept 2026
Updated
27 Sept 2026