New Requests
Incoming website and AI Concierge forms
PreparedAll client, candidate, property and immigration applications in one controlled workflow.
Incoming website and AI Concierge forms
PreparedPassport, CV, proof of funds and case files
PreparedNew, qualified, processing, approved, completed
PreparedManager comments and next actions
Prepared| Module | Purpose | Status |
|---|---|---|
| New Requests | Incoming website and AI Concierge forms | Prepared |
| Documents | Passport, CV, proof of funds and case files | Prepared |
| Statuses | New, qualified, processing, approved, completed | Prepared |
| Notes | Manager comments and next actions | Prepared |
Enterprise-grade administration layer prepared for role-based access, lead management, content control, AI handover, audit logs, language operations and API integration.
Admin, Manager, HR, Partner and Viewer permissions.
Every critical content and CRM action must be traceable.
Prepared for CRM, AI, email, analytics and lead-routing endpoints.
Two-factor authentication and role-based access are part of the secure admin model.