Daftra CRM

Insurance & Client Management

Dashboard

Live operations snapshot from Daftra ERP (brainsait.daftra.com)

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Quick operational guidance

  1. Insurance partners are tagged Daftra clients — open Insurance → Add Insurance Partner to register one.
  2. Clients tab lists all live clients from clients.json; search sends keywords to Daftra.
  3. Sales tab summarizes invoices from invoices.json with payment status tracking.
  4. Client portal tab allows on-demand look-up by client ID.