CRM Demo
Demo · sample data
All clients

Varun Pillai

Pillai Traders · Follow-up Appointment · client_340

Contacted

Identity

Client name
Varun Pillai
Email
varun.pillai@example.com
Phone
+91 98215 49467
Business
Pillai Traders
Service interest
Follow-up Appointment
Source
Referral
Campaign
Partner Referral
Landing page
/partners

Sales status

Current stage
Contacted
Assigned owner
Deal value
₹2,500
Expected close
11 Oct 2026
Probability
10% · Stage default
Last activity
27 Sept 2026 · 06:01 pm
Next follow-up
Not scheduled
Lead score
Cold· 20

Lead score

Score
20
Temperature
Cold
0 days since last engagement

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

Temperature reason

Score 20 falls in the Cold band.

Score breakdown

Form submitted27 Sept 2026 · 05:01 pm+10
Meaningful reply28 Sept 2026 · 01:01 am+10
Total (0–100)20

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

No booking

Recent activity

  1. Stage changed
    New Lead → Contacted
    27 Sept 2026 · 06:01 pm
  2. Note added
    Found us through Partner Referral. Keen to start this month.
    27 Sept 2026 · 06:01 pm
  3. Form submitted
    Enquiry for Follow-up Appointment via Partner Referral
    27 Sept 2026 · 05:01 pm
  4. Client created
    Varun Pillai added from Referral
    27 Sept 2026 · 05:01 pm

Notes & tags

Mumbai

  • Found us through Partner Referral. Keen to start this month.

    Unassigned · 27 Sept 2026 · 06:01 pm

Created
27 Sept 2026
Updated
27 Sept 2026