Demo workspace · Account records are not connected; nothing is submitted.
Agency review
Demo Firm CRM review: fictional members and clients. No private client data is read; this screen has no account write controls.
Firm CRM
Fictional agency · shared client workbench
Read-only client records from members who chose to share with the firm. Personal notes are excluded.
2 of 3 members sharingCounts follow your member, search and stage filters, before timing. Dates use Dubai time; overdue means before 2026-10-21.
Stage counts follow member, search and timing filters, before stage. No client is moved by opening a stage.
Client worklist
Showing 2 of 3 loaded shared clients. Owner workload totals stay unchanged.
Fictional client alpha
Fictional AlphaViewingOverdueReview shortlistBusiness Bay · 2 bedrooms · up to AED 2,000,000No shared phone available.
Fictional client beta
Fictional AlphaClientNo date recordedReview shortlistBusiness Bay · 2 bedrooms · up to AED 2,000,000No shared phone available.
Member workload and activity 1 overdue tasks
Task totals are separate from client next-action dates. They can include records outside this worklist and are not a count of unique clients.
| Member | Sharing | All clients | In progress | Viewing or negotiating | Overdue next actions | Overdue tasks | Last activity |
|---|---|---|---|---|---|---|---|
| Fictional Alphaagent | Sharing | 2 | 1 | 1 | 1 | 1 | yesterday |
| Fictional Betamanager | Not sharing | Client counts and activity are not shared. | |||||
| Fictional Gammaagent | Sharing | 1 | 1 | 0 | 0 | 0 | yesterday |
All-stage member totals come from the loaded sharing members. Overdue next-action totals here cover in-progress records; the worklist also includes Client records.