Lead Information

R

Ramesh Patil

Hot
Phone
+918753948630
Email
ramesh.patil27@gmail.com
City
Kanpur
Source
Google Ads
CRM ID
LS_EDA80A3D
Campaign
New Year Investment Campaign
Call Attempts
2
Last Called
03 May 2026 08:34
Next Call

Qualification Score

78/100
AI Summary:

Ramesh Patil expressed interest in mutual funds. Investment goal: saving. Budget: ₹15,000/month. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 78 07:44 Yes 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹15,000/month
Investment Goal
Saving
Investment Horizon
6 months
Prior MF Experience?
Yes