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Clyftic Labs

A role-based sales and diagnosis operations platform.

An internal operations portal built to manage lead intake, sales-agent workflows, diagnosis stages, deals, commissions, notifications and growth-pipeline visibility in one controlled environment.

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Services

CRM Architecture · Portal UX · WordPress Plugin Development · Lead Management · Deal Pipeline · Role-based Access · Analytics

Year

2026

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01

The challenge

Sales activity was fragmented across communication, follow-up and disconnected records, making it difficult to maintain accountability, diagnosis structure and pipeline momentum.

02

The direction

The system introduced controlled lead intake, role-based agent access, qualification and diagnosis stages, a deals Kanban, commission logic, notifications, documents and operational dashboards.

03

The outcome

The CRM turns fragmented sales activity into a disciplined, trackable and scalable internal growth system for leads, diagnosis, deals, agent workflows and commissions.

Core modules

Lead Intake, Lead Management, Agent Registration, Approval Workflow, Agent Dashboard, Diagnosis Workflow, Deal Pipeline, Kanban Board, Commission Tracking, Notifications, Role-Based Access, Activity Logging, Analytics, Documents and Profiles.

Build workflow

Lead submission → qualification → diagnosis → deal creation → pipeline movement → commission tracking → reporting and visibility.

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