CRM Demo
Demo · sample data
All clients

Isha Bose

Bose Design House · Standard Session · client_338

Meeting 1 Done

Identity

Client name
Isha Bose
Email
isha.bose@example.com
Phone
+91 98881 41324
Business
Bose Design House
Service interest
Standard Session
Source
Google Ads
Campaign
Search · Local
Landing page
/near-me

Sales status

Current stage
Meeting 1 Done
Assigned owner
Deal value
₹8,500
Expected close
11 Oct 2026
Probability
45% · Stage default
Last activity
27 Sept 2026 · 10:00 am
Next follow-up
Not scheduled
Lead score
Hot· 65

Lead score

Score
65
Temperature
Hot
0 days since last engagement

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

Temperature reason

Score 65 falls in the Hot band.

Score breakdown

Form submitted26 Sept 2026 · 08:26 pm+10
Pricing requested26 Sept 2026 · 10:00 pm+20
Booking created26 Sept 2026 · 10:26 pm+15
Meaningful reply27 Sept 2026 · 01:26 am+10
Meeting attended27 Sept 2026 · 10:00 am+10
Total (0–100)65

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

Current booking status
Showed
Date / time
27 Sept 2026 · 10:00 am
Confirmation
Confirmed
Reminder status
1 of 2 sent
Attendance
Showed
Recovery
Not needed

Recent activity

  1. Stage changed
    Meeting Booked → Meeting 1 Done
    27 Sept 2026 · 10:00 am
  2. Meeting held
    Attended Standard Session
    27 Sept 2026 · 10:00 am
  3. Reminder sent
    2h reminder · BK-0141
    27 Sept 2026 · 08:00 am
  4. Booking confirmed
    BK-0141 confirmed
    27 Sept 2026 · 05:26 am
  5. Stage changed
    Qualified → Meeting Booked
    26 Sept 2026 · 10:26 pm
  6. Booking created
    BK-0141 · Standard Session
    26 Sept 2026 · 10:26 pm

Notes & tags

Bengaluru
  • Returning enquiry — mention the loyalty offer on the next call.

    Rohit Mehta · 26 Sept 2026 · 09:26 pm

Created
26 Sept 2026
Updated
27 Sept 2026