BlackRoad Hub - Multi-CRM Dashboard
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<h1 style="text-align: center;"><b>BlackRoad OS Hub - CRM Dashboard</b></h1>
<p style="text-align: center;">Your unified command center for Financial Advisor, General, and Agency CRM products</p>
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<h2>Financial Advisor CRM</h2>
<p>Manage high-net-worth client households, financial accounts, and wealth planning.</p>
<ul>
<li><b>Client Households</b> - Track AUM, risk profiles, review schedules</li>
<li><b>Financial Accounts</b> - Monitor portfolio positions by custodian</li>
<li><b>Liquidity Events</b> - IPO, M&A, and business sale planning</li>
<li><b>Mortality Events</b> - Estate processing workflows</li>
<li><b>Compliance Logs</b> - FINRA audit trail</li>
</ul>
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<h2>General CRM</h2>
<p>Track leads, companies, deals, and sales pipeline.</p>
<ul>
<li><b>Leads</b> - Capture and qualify prospects</li>
<li><b>Companies</b> - Manage business accounts</li>
<li><b>Deals</b> - Track opportunities through pipeline</li>
<li><b>Activities</b> - Log calls, emails, meetings</li>
<li><b>Tasks</b> - Manage follow-ups and action items</li>
</ul>
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<h2>Agency CRM</h2>
<p>Manage agents, clients, policies, listings, and commissions.</p>
<ul>
<li><b>Agents</b> - Track agent performance and territories</li>
<li><b>Clients</b> - Manage agency client relationships</li>
<li><b>Policies</b> - Insurance and coverage tracking</li>
<li><b>Listings</b> - Property and asset inventory</li>
<li><b>Commissions</b> - Calculate and track payouts</li>
</ul>
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BlackRoad CRM Dashboard
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