CRM & Leads
Multi-channel lead capture, routing, customer 360, consent governance, activities, service and campaign analytics for Al Manara Properties LLC. Ten screens covering CRM-01 … CRM-08 plus UX-04/05/06.
Stage, source, response-SLA, assignment and next action for every open lead. Filter chips, SLA-breach and duplicate-suspect rows, bulk assign with mandatory override reason.
Single-lead cockpit (demo: Amina Noor): timeline, preferences, matched inventory, activities, qualification form, consent state and the convert-to-deal gate.
Website, portal, WhatsApp, walk-in and campaign sources with connector status, normalization & dedupe preview, quarantine and raw webhook payload log.
Permission-aware timeline, identifiers with dedupe/merge history, leads, deals, units, documents and KYC status. Masked Emirates ID and restricted-section notices.
Per-channel consent matrix with lawful basis and captured-at evidence, DND windows, suppression list and full change-history timeline. Overrides need a documented lawful basis.
Configurable stage transitions and routing rules: round robin, skills, language, capacity and exclusions. Every automated or manual assignment stores rule, reason and override.
Calls, tasks, meetings, appointments and viewings with owner, due date, outcome and next action. Overdue actions escalate per configured SLA.
Category, priority, owner, status and SLA to closure — with rejection, reassignment, escalation, reopening, satisfaction and an immutable activity history.
Governed templates, segments, schedules, approvals and throttles. Suppressed contacts are excluded at dispatch and every delivery/bounce/unsubscribe is attributable.
Response SLA, stage aging, viewing conversion, win/loss and agent load on governed stage/source dimensions. Drill-down obeys the viewer's record permissions.
Static render mockup — no live data. Source: ERP Modern Development Specification v2.0 · Module hub covers: CRM-01 … CRM-08, UX-04, UX-05, UX-06.