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Platform — Internal Access

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New Automation

Name *

Description

1 TRIGGER — When this happens

2 CONDITION — Only if (optional)

3 ACTION — Then do this

Automation Logs

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New Invoice

Client *

Client Tax Reg (optional)

Issue Date *

Due Date

Currency

VAT Rate %

Discount %

Payment Terms

Line Items *

Subtotal0.00

Discount0.00

VAT0.00

Total0.00

Notes

Record Payment

Amount *

Payment Date *

Method

Reference

Add Access Grant

Grant To

Select User

Select Segment

New Segment

Segment Name

Description (optional)

Members

Add Section

🏠

Hero

Full-width headline, sub-headline, CTA button

✨

Features

Icon + title + description cards grid

💬

Testimonials

Client quotes with name and role

💡

CTA Banner

Full-width call-to-action strip

✉

Contact Form

Lead capture form with name, email, message

💰

Pricing

Pricing plans with feature lists

Edit Section

Add Client

Full Name *

Company

Email

Phone

Package

Monthly Value (EGP)

Start Date

Notes

Client Profile

New Contact

Original Source Data

Contact Info

Full Name *

Company

Email

Phone

Country

Lost Reason

Job Title

Industry

Source

Status

Assigned To

Lead Status

Temperature

Next Follow-up Date

Notes

Custom Info

Merge Contact

Search for the contact to merge INTO the current one. All notes, tasks, and deals from the other contact will be moved here. The other contact will be deleted.

New Deal

Lead Info

Company Name *

Business Owner

Phone

Pipeline

Stage

Owner

Package & Value

Quick Package

Setup Value (EGP)

Monthly Recurring (EGP)

Expected Close Date

Notes

Deal Intelligence

Budget confirmed Authority confirmed Need confirmed Timeline confirmed

Close Probability %

Expected Close Month

Main Competitor

Next Step Date

Next Step

Lead Brief

Contact Info

Intake Form Required

Send the business intake form to the client to fill before the audit session.

Business Profile (Intake)

▼

Stage Checklist

▼

Deal Documents

Proposal

Automation Package

EN AR

Custom Package

EN AR

Intelligence Package

EN AR

Blueprint to Sign

Precision Blueprint (PDF)

PDF PPTX

Contract

Service Agreement

EN AR

Onboarding Form

Client Onboarding

EN AR

Send to Client

Proposal

Contract

Onboarding Documents

Client Onboarding Form

Onboarding Form

EN AR

Deal History

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New Task

Task Title *

Description

Type

Status

Related To

Due Date

Assigned To

Contact History

New Campaign

Campaign Name *

Type

Subject

Message / Body

Audience

Status

Scheduled At

New Post

Post Type

Media

Upload Photo

JPG, PNG, GIF, WEBP — max 100MB

Details

Platform *

Scheduled Date & Time

Caption / Content *

0 characters

Post will be saved as Pending Approval — must be approved before it publishes.

Add User

Full Name *

Email *

Role

Password

Set Password

New Password

Confirm Password

Password Reset Link

Share this link. It expires in 24 hours.

Edit Queue Item

Title

Content / Notes

Email

From

Received

Contact

New Email

To

Subject

Message

Team Chat

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