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.
Fictional Beta
This member is not sharing. Client counts, task totals, activity and client details are unavailable.
Only voluntarily shared records are available here. This review does not change ownership, grant private-record access or establish capacity for new work.
Client worklist
Showing 3 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.
Fictional client gamma
Fictional GammaQualifiedTodayReview 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.