01/AI CRM
Latest buildsA product built by Pretty Systems
ARP Dash
A custom command centre connecting leads, opportunities, partners, distribution, payments and internal operations.
- Operations
- CRM
- Workflow
- Data
- Payments
- Automation
01/The problem
The work was happening. The picture of it was not. Leads, partners, distribution and payments all existed, just not in the same place. Someone was always rebuilding the truth from exports, inboxes and memory.
02/The system
One operational surface. An enquiry can be followed from the moment it arrives through to payment and reporting, without assembling the story by hand.
Each stage is a state on the same record. The next handoff is visible before anyone has to ask where it went.
Inbound leads
An enquiry lands with a source and a time, and waits there before anyone interprets it.
03/What was built
- 01Operational overview
- 02Lead and opportunity records
- 03Partner matching
- 04Distribution tracking
- 05Payment states
- 06Reporting views
Interface study
Open
26
Live
11
Money
8
04/The details
- Type
- Operations platform
- Surface
- Internal command centre
- Path
- Lead to report
- Records
- Leads, partners, payments
- Data shown
- Schematic demo only