TERAS LEGACY CRM
Secure agency workspace for clients, recruits and follow-up.
Secure agency workspace for clients, recruits and follow-up.
Here’s what needs your attention today.
Operational CRM for client management, recruitment activity, follow-up discipline and role-based agency coordination.
Core client, recruit and follow-up metrics in one view.
Structured entry forms for client and recruit records.
Capture new client lead with assigned ownership and follow-up date.
Yes = 1 point. 4 = Grade A, 3 = Grade B, 2 = Grade C, 0-1 = Disqualified.
Capture recruitment prospect and monitor follow-up movement.
Yes = 1 point. 4 = Grade A, 3 = Grade B, 2 = Grade C, 0-1 = Disqualified.
Organised tabs for client, recruit, progress and admin records.
Search, filter and update client pipeline.
| ID | Client | Assignment | Status / Review | Priority / Follow-up | Notes | Actions |
|---|
Track recruitment activity from prospect to joined/licensed.
| ID | Recruit | Assignment / Source | Status | Priority / Follow-up | Notes | Actions |
|---|
CAD can monitor agent progress with limited details only. Phone, email and notes are not shown here.
| Agent | CAD | Clients | Recruits | Appointments | Closed | Joined | Follow-ups | Overdue | High Priority | Details |
|---|
Admin can add CAD / Agent accounts, reset passwords and activate or deactivate login access. Deactivating a user revokes access immediately; CRM records and history remain with Teras Legacy.
| ID | Role | Name | CAD Manager | Agent Name | Status | Password Reset | Lead Links | Action |
|---|
| Time | User | Role | Action | Module | Record | Details |
|---|
Monthly follow-up calendar built from CRM client and recruit follow-up dates.
Build a client-ready takaful proposal from CRM data and official Zurich product information.
Auto-calculated products use published Zurich rate mechanics. Other products require the official Zurich quotation contribution.
Select a client and Zurich product to start.
Relationship intelligence, campaign visibility, approved knowledge and operational tools.
Daily action view for today and overdue follow-ups. Admin can WhatsApp all. Agent can WhatsApp own records. CAD can only WhatsApp personal clients/recruits, not agents' clients.
| Due | Type | Name | Phone | Agent | CAD | Status | Priority | Action |
|---|
Drop CSV, VCF or Excel contact files. Agent imports are automatically owned by the logged-in agent. CAD/Admin can optionally choose an agent and CAD.
Use these actions after login if you need to test backend connectivity or refresh database structure.