CRM Demo
Demo · sample data
All clients

Priya Singh

Singh Ventures · Premium Package · client_333

Meeting Booked

Identity

Client name
Priya Singh
Email
priya.singh@example.com
Phone
+91 98726 95133
Business
Singh Ventures
Service interest
Premium Package
Source
Meta Ads
Campaign
Lead Form · Consultation
Landing page
/consultation

Sales status

Current stage
Meeting Booked
Assigned owner
Deal value
₹42,000
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· 35

Lead score

Score
35
Temperature
Warm
1 days since last engagement

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

Temperature reason

Score 35 falls in the Warm band.

Score breakdown

Form submitted26 Sept 2026 · 11:50 am+10
Booking created26 Sept 2026 · 01:50 pm+15
Meaningful reply27 Sept 2026 · 01:50 am+10
Total (0–100)35

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-0138
    27 Sept 2026 · 02:00 pm
  2. Reminder sent
    24h reminder · BK-0138
    26 Sept 2026 · 04:00 pm
  3. Booking confirmed
    BK-0138 confirmed
    26 Sept 2026 · 02:50 pm
  4. Stage changed
    Qualified → Meeting Booked
    26 Sept 2026 · 01:50 pm
  5. Booking created
    BK-0138 · Premium Package
    26 Sept 2026 · 01:50 pm
  6. Qualified
    New Lead → Qualified
    26 Sept 2026 · 12:50 pm

Notes & tags

PuneHigh value
  • Wants a quote before confirming. Sent service details.

    Arjun Kapoor · 26 Sept 2026 · 12:50 pm

Created
26 Sept 2026
Updated
27 Sept 2026