Club CRM — Interactive Wireframe

System overview: one connected flow from lead → member → payment → renewal → service. All figures below are fictional prototype data.

Active Members

4,820

+8.4% this month

New Leads

326

+12.1%

Collections / Month

₹28.6L

+6.7%

Pending Dues

₹6.4L

42 overdue

Sales Funnel

Current month

New

326

Contacted

248

Interested

137

Negotiation

87

Won

58

Attention Needed

Renewals due in 30 days	76
Missed agent follow-ups	18
Open service tickets	13
Commissions awaiting approval	₹1.8L

Recent Memberships

Member	Plan	Agent	Payment	Status
Priya Nair	Gold Annual	Arun K.	₹45,000	Active
Rahul Shah	Silver Annual	Meena R.	₹24,000	Active
Neha Verma	Gold Annual	Arun K.	₹15,000 part paid	Due

New · 42

Sana Khan

Meta Ad • Today

Owner: Arun K.

Uncontacted

Deepak Rao

Referral • Today

Owner: Meena R.

Contacted · 31

Vikram S.

Call logged 2h ago

Follow-up tomorrow

Interested / Visit · 19

Asha Iyer

Site visit • Oct 16

Gold membership

Negotiation · 11

Rohit Menon

Offer requested

Expected ₹45,000

Won / Lost

Priya Nair

Won • Membership created

Converted

Mohit Das

Lost • Price

Closed

Lead → Member Conversion

Identify duplicate→Select plan→Confirm KYC→Create payment request→Activate on approved policy

PN

Priya Nair

Member #CLB-000481

Active Gold

Mobile+91 98XXXXXX24

Assigned AgentArun K.

Renewal Due13 Oct 2027

Member 360° Profile

OverviewKYCPaymentsBookingsSupport

Membership PlanGold Annual

Start Date14 Oct 2026

Plan Amount₹45,000

Pending Dues₹0

Family/Dependents2 linked

Benefits Used3 of 12 guest passes

Unified Activity Timeline

Membership activated

14 Oct • Payment verified, receipt sent

Payment received

14 Oct • UPI • ₹45,000

Lead converted

13 Oct • Arun K. • Gold plan

Site visit completed

12 Oct • Notes attached

Active Agents

124

Teams

12

Commission Earned

₹3.2L

Payouts Pending

₹1.8L

Agent Target & Achievement

Agent	Team	Target	Achieved	Commission
Arun K.	North	20	16	₹34,500
Meena R.	South	20	21	₹47,000
Ravi P.	North	15	11	₹22,000

Commission Approval

Rule → eligible payment → calculate → manager check → accounts release

Commission schemeGold: configurable rate

Payout batchOctober 2026

Collected

₹28.6L

Due

₹6.4L

EMIs This Week

83

Renewals (30 days)

76

Payments, Dues & Renewals

Member	Invoice	Amount	Next Action	Status
Neha Verma	INV-1042	₹30,000 remaining	EMI due Oct 21	Part paid
Rahul Shah	INV-1038	₹24,000	None	Paid
Akash Jain	REN-0372	₹36,000	Renewal Oct 29	Renewal Due

Payment Safety Controls

Gateway webhooks must be verified and idempotent; cash/cheque require reconciliation; refund needs approval; invoice and commission transactions remain auditable.

Clubhouse Events

Slots, member benefit limits, waiting list

6 slots available

Sports Facilities

Calendar, capacity & QR check-in

12 slots available

Holiday Stays

Entitlements subject to membership plan

Approval may apply

Service Desk

Ticket	Member	Issue	Owner	SLA	Status
#T-114	Priya Nair	Booking adjustment	Support A	4h left	Open
#T-113	Rahul Shah	Card support	Support B	Met	Resolved

9:41 ▰▰▰ 100%

Good morning, Arun 👋

This month's target

16 / 20 members80%

Today's Activities

4 follow-ups • 2 visits • 1 overdue

Home Leads Follow-ups Profile

Agent Field App — Key Screens

1. Login with OTP → role-based landing screen

2. Today's leads, visit calendar and reminders

3. Add lead with duplicate check and optional notes

4. Log calls / visit outcome and schedule follow-up

5. Track conversions, targets and commission ledger

Member Self-Service Portal

OTP Login→QR Card→Payments & Benefits→Booking / Ticket

The member sees their own plan, dependents (when authorized), receipts, expiry, bookings and requests; never agent commission information.

Admin Configuration

Roles & Permission Matrix	Configure →
Plans / Benefits / GST	Configure →
Agent Teams & Routing Rules	Configure →
Commission Policies	Configure →
Message Templates & Opt-outs	Configure →
Backup, Export & Audit Log	Configure →

Suggested Approval Rules

Client sign-off required

• Agent may edit own lead within defined restrictions

• Manager approves commission exceptions

• Accounts verifies manual collections and refunds

• Admin controls membership rules and overrides

• Every material state change creates an audit event