KPM Document Workflow
Dashboard
Manage leads through clients, customer files, invoices and proposals in one place.
New customer file
KPM Document Workflow
Manage leads through clients, customer files, invoices and proposals in one place.
New customer file
OpenAI Assistant
Freezone Catalog
Paste rate-sheet text or describe catalog changes. AI updates visa tiers and line items in this editor — review, then Save Freezone.
Potential Clients
Paste website lead forms, WhatsApp chat, call notes, or screenshots. AI reads both text and images to fill fields (website, city, shareholders, activity, zone, package need, contacts).
Use when the client was introduced by an agent or partner.
Prefer the Follow-up Book “Contact updates” column for everyday notes — every post is stored in history. You can also save a full update here.
Contact updates
Lead updates
Every posted update is kept in history so you and your team can track the conversation.
Update history
Full messages open here — you do not need the full lead form to read them.