CRMX

Products · Target & Requests

Targets everyone can see. Work that actually moves.

Net Money In targets per agent, desk, and region — tied to commission plans. And Requests: the workflow that moves work between roles with an owner, an SLA, and a history on every hand-off.

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Livetarget attainment on every dashboard
1 owneron every request, always
87%of requests resolved within SLA (mock)

Capabilities

Alignment, operationalised.

Targets tell everyone where they stand. Requests make sure nothing falls between teams.

01

Net Money In targets

Monthly targets per agent, desk, and region with live attainment and pace — no Monday spreadsheet required.

Commission plans tied to attainment
Pace vs. days remaining
02

Requests between roles

Sales asks Backoffice to review KYC; Backoffice sends a payout to Finance; Finance flags a stuck transaction to Operations. Each request carries its SLA, owner, and history.

Typed request templates
Escalation on SLA breach
03

Priority Actions

Every role's dashboard opens with the ranked list of what needs attention today — generated from targets, SLAs, and queues.

Needs Attention Today
One-click jump to the record

Requests killed our internal email. If it matters, it's a request with an owner and a clock — and I can see all of them.

Omar HaddadOperations Manager (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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