Staff email

Restricted to staff (@formenzo.com / @yabs.ae) · OTP expires in 10 min

You're seeing: Maria's first screen at 9:00 AM Dubai. Zia has prepared an overnight summary, the day's priorities are queued, and her shift co-workers are visible. All before she finishes her coffee.

Good morning, Maria 👋

Tuesday, May 5 · Dubai shift starts now · 8 hours scheduled

Open cases · me

23

+4 since yesterday

Hot — needs reply <1h

5

2 overdue

In banking stage

2

avg 11 days waiting

Pipeline value · me

AED 187K

+AED 23K this week

⏰ Up next — your top 5 today View all →

📞

Call back Aisha Mansoor (FRM-001)

WhatsApp 2 min ago · IFZA quote pending · ⚡ inbound call ringing now

⚠️

Escalate Marcus Thompson banking (FRM-003)

DMCC · Mashreq ghosting 11 days · Zia suggests pivot to WIO

📝

Send first quote to Wei Chen (FRM-005)

New lead from Atlas · Meydan recommended · 35 min in queue

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Approve 4 AI-classified documents

All high-confidence · est. 5 min review

⏰

Follow up Hamza Khan — quote signed?

SPC quote sent 5 days ago · WhatsApp seen but no reply

📊 My pipeline this week Full report →

12New

9Quoted

7Docs

4Filed

3Banking

2Live

Conversion: New → Live = 17% (team avg 14%) · Avg cycle 26 days

🤖 Zia overnight briefing

AI Generated 8:47 AM GST

While you were off-shift:

4 new leads arrived via Atlas (1 high-intent: Wei Chen, China)
Aisha Mansoor viewed her IFZA quote 4× and the banking page 2× — high purchase intent
Hamza Khan went silent after WhatsApp seen receipt — likely needs nudge
Channel partner Khalid Rahman sent 2 referrals overnight — assigned to Pranav (PH night shift)
One Stripe payment cleared: Lana Petrov · AED 6,250 — case advanced to Filed

👥 Team on shift now

MS

Maria Santos · Davao · Dubai shift ● online

JR

Jo An Reyes · Davao · MASTER ● online

RS

Ravi Shankar · Dubai PRO ● online

PG

Pranav Gupta · PH night · ● off-shift (handover done)

🌍 Time clock

🇵🇭 Davao 1:08 PM (your local)
🇦🇪 Dubai 9:08 AM (working hours)
🇮🇳 Mumbai 10:38 AM (active leads)
🇬🇧 London 6:08 AM (too early to call)
🇺🇸 NYC 1:08 AM (do not call)

You're seeing: Maria's main pipeline view. Cases are sorted by last activity. The red dot = urgent, yellow = needs attention. She can mass-update, filter, or click any row to open the full detail panel.

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All cases

📋 All cases —

⏰ Urgent + stale —

By stage

🆕 New —

📝 Quoted —

📎 Docs pending —

✍️ Approved —

🏦 Filing —

🚀 Filed —

✅ Live —

All my cases 23 records

Your active deal pipeline · sorted by last activity

Filters: My cases All cases Last 7 days Status: Open Free zone: All View as: List · Kanban · Calendar

Case ID	Customer	Free Zone	Stage	Days	Quote (AED)	Last activity	Next task
FRM-001	Aisha Mansoor aisha@acmetrade.ae	IFZA	Quoted	2d	14,500	WhatsApp · 2 min ago	📞 Call now (incoming)
FRM-002	Rajesh Kumar rajesh@kumarbiz.in	RAKEZ	Docs Pending	4d	8,750	Document upload · 1h ago	Follow up on passport
FRM-003	Marcus Thompson m.thompson@gmail.com	DMCC	Banking	11d	42,900	Email · yesterday	⚠️ Bank ghosting · escalate
FRM-004	Lana Petrov lana.p@protonmail.com	SHAMS	Filed	1d	6,250	Quote signed · 3h ago	Send filing receipt
FRM-005	Wei Chen wei@chenholdings.cn	Meydan	New	0d	—	Atlas quiz · 35 min ago	Send first quote
FRM-006	Sara Al-Mahmoud sara@almahmoud.ae	ADGM	Live	67d	16,000	Renewal reminder sent	—
FRM-007	Hamza Khan h.khan@khangroup.pk	SPC	Quoted	5d	6,000	WhatsApp seen · 6h	⏰ 24h follow-up due
FRM-008	Olufemi Adebayo olu@adebayoco.ng	FFZA	Docs Pending	2d	2,500	Email · 4h ago	Verify proof of address
FRM-009	Priya Iyer priya@iyer.co.in	IFZA	Banking	3d	14,500	WIO submission · 1d	Await bank decision
FRM-010	James O'Brien j.obrien@obriensoft.uk	DMCC	Filed	2d	38,200	Filing complete · 2h	Schedule banking call

Showing 10 of 23 · Page 1 of 3 · Load more

You're seeing: Aisha's full case file. Top: customer details + quick actions. Tabs: Overview, Timeline, Documents, AI Assist, Channel partner. The Zia panel pre-empts what to say on the call.

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Case sections

📋 Overview

📅 Timeline

📄 Documents —

💰 Quote & Invoice

🏦 Banking

💬 Conversations —

Related cases

No related yet

← All cases · FRM-001

Aisha Mansoor — Acme Trading FZE Quoted

IFZA · AED 14,500 quote · Atlas score 92/100 · LinkedIn ad source

Overview

Timeline

Documents 5

Quote & Invoice

AI assist

Channel partner

Customer details

Full name

Aisha Mansoor

Passport

UAE 🇦🇪 (AB1234567)

Phone

+971 50 ***1234 (WhatsApp ✓)

Email

aisha@acmetrade.ae

Source

Atlas wizard · LinkedIn ad campaign

Owner

Maria Santos (you) · auto-assigned

Application

Free zone

IFZA (Atlas score 92/100)

Activity

General Trading + E-commerce

Visa quota

2 visas requested

Banking preference

WIO (preferred) · Mashreq (backup)

Total quote

AED 14,500 all-in · authority 9,500 + Formenzo 3,000 + visas 2,000

Quote sent

Yesterday 2:15 PM · valid 14 days · viewed 4×

Recent activity timeline View all →

💬

Aisha: "Hi, I have a quick question about the WIO bank timeline"

WhatsApp · 2 min ago

👁️

Viewed IFZA banking page (4th time)

35 min ago

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Quote sent: AED 14,500 · valid 14 days

Yesterday · 2:15 PM

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Atlas wizard completed · IFZA recommended (92/100)

Yesterday · 1:48 PM

Zia + GPT-4 Suggested talking points

Aisha viewed IFZA detail 4× since the quote — interested but hesitating
Two specific docs viewed twice: bank account opening + visa timeline
Likely concern: banking. WIO approval rate for UAE passport + General Trading = 87%
Her LinkedIn says she runs an existing FZE — ask if she wants migration support
Channel partner Khalid Rahman could close — but commission 8%. Try direct first.

Documents (5)

Linked records

💰 Quote: QT-2026-014 · AED 14,500
🤝 Channel partner: None (direct lead)
🏦 Bank submission: not yet
📞 Call recordings: 0 · this would be the first

📞

Live call console coming soon

Real-time call recording, AI talking points, and live sentiment analysis. For now, log calls manually in Zoho CRM.

You're seeing: Wei Chen just landed via Atlas wizard 35 min ago. The system pre-classified him, suggested a free zone, and queued the conversion. One click → Case created + auto-assigned + first WhatsApp drafted.

← Cases · New lead from Atlas

Wei Chen New lead

Lead source: Atlas wizard · Submitted 35 min ago · Auto-assigned to you

Submitted via Atlas wizard View raw form →

Full name

Wei Chen

Email

wei@chenholdings.cn

Phone

+86 138 ***5678 (WhatsApp ✓)

Passport

China 🇨🇳

Currently in UAE?

No · arriving 18 May

Activity

Tech consulting + software licensing

Visa quota

3 visas (founder + 2 staff)

Budget

AED 25,000 – 40,000 first year

Timeline

Wants license issued within 30 days

Heard about us

Google search "dubai free zone tech license"

Atlas AI Recommended free zone

Best fit · 88/100

Meydan

Tech-friendly · 3 visa slots · WIO compatible · 5d issuance

AED 12,500

Alt · 81/100

IFZA

More activity flexibility · slower banking for CN

AED 14,500

Alt · 74/100

DMCC

Premium brand but over-budget for tech consulting

AED 38,500

Suggested first WhatsApp Edit template →

Hi Wei, this is Maria from Formenzo 👋 I see you completed our Atlas wizard — based on your tech consulting + 3 visa profile, Meydan looks like your strongest match at AED 12,500 all-in. Quick question: are you planning to also bank with WIO or another option? I want to send the right quote first time. — Maria

🔍 Lead enrichment Refresh

LinkedIn: Wei Chen · CTO at ChenHoldings (Shanghai) · 12 yrs tech
Company: ChenHoldings · 18 employees · series A 2024
Web presence: chenholdings.cn (active, English version exists)
Risk flags: None · domain registered 2019, real footprint
Likely intent: High · explicit budget + timeline + arriving in UAE

⚙️ Auto-routing decision

Rule fired: Brand=Formenzo, Country=China, Hour=Dubai-shift
→ Maria Santos (you)

Why not Pranav? He's PH night shift, off until 18:00 PHT.
Why not channel partner? Direct lead, no UTM tag.
Override? Reassign to Ravi (Dubai PRO)

📋 Other new leads (7)

🇮🇳 Anil Mehta · IFZA · 12 min ago
🇬🇧 Sophie Ward · DMCC · 1h ago
🇿🇦 Thandi Nkosi · SHAMS · 2h ago
🇸🇬 Lim Wei Ming · Meydan · 3h ago
🇨🇦 Hassan Ali · RAKEZ · 4h ago
+ 2 more

💰

Quote builder coming soon

Build branded PDF quotes with line items, e-signature, and auto-Stripe payment links. For now, prepare quotes directly in Zoho CRM and use the case-detail “💬 Quote ready” email button to notify the customer.

You're seeing: the document review queue. AI has classified each doc + extracted fields. High-confidence ones can be batch-approved. Maria only has to manually review the ambiguous ones.

Document review queue 12 pending

AI pre-classified · approve or correct · auto-attaches to case

Confidence: All High (8) Medium (3) Low (1) Type: Passport Address proof Bank statement NOC

📄

Passport_Aisha_Mansoor.pdf

FRM-001 · Aisha Mansoor · uploaded 2 days ago · 1.4 MB

AI extracted: Passport · UAE 🇦🇪 · AB1234567 · expires 2031-08-12 · Aisha Mansoor (matches case)

98% Passport

📄

utility_bill_jan2026.pdf

FRM-002 · Rajesh Kumar · uploaded 1h ago · 880 KB

AI extracted: Utility bill · Mumbai address · Tata Power · Jan 2026 · matches Rajesh Kumar

95% Address Proof

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scan_2026_05_05.jpg

FRM-008 · Olufemi Adebayo · uploaded 4h ago · 2.1 MB

⚠️ AI flagged: Image quality poor (blurry text). Could be passport or address proof. Please review.

42% Unknown

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bank_statement_HSBC_q1.pdf

FRM-003 · Marcus Thompson · uploaded yesterday · 3.2 MB

AI extracted: HSBC UK · 6-month statement · avg balance £42,500 · KYC-grade

97% Bank Statement

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NOC_current_employer.pdf

FRM-007 · Hamza Khan · uploaded 5h ago · 410 KB

AI extracted: NOC letter · Pakistan employer · permits foreign business setup · signed + stamped

93% NOC

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company_brochure.pdf

FRM-005 · Wei Chen · uploaded 35 min ago · 5.8 MB

⚠️ AI flagged: Marketing brochure, not a KYC document. Optional reference attachment?

71% Marketing

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passport_priya_iyer.pdf

FRM-009 · Priya Iyer · uploaded 1d ago · 1.1 MB

AI extracted: Passport · India 🇮🇳 · J0123456 · expires 2029-02-14 · Priya Iyer

96% Passport

Showing 7 of 12 · Load 5 more

You're seeing: the internal Free Zones reference — what every rep needs at their fingertips. Pricing, banking partner compatibility, processing time, activity flexibility. Click any zone for full detail.

Free Zones reference 48 zones

Live data · last sync from authority APIs 4h ago

Filter: All zones Trading Tech / IT Consulting Media / Creative Industrial Emirate:

Zone	Emirate	Authority fee	Min visa	Issuance	Banking · WIO	Banking · Mashreq	Activities	Active cases
IFZA	Dubai	AED 9,500	0 (license-only OK)	5 days	87%	72%	1,000+	9
Meydan	Dubai	AED 12,500	1	5 days	91%	78%	2,500+	4
DMCC	Dubai	AED 38,500	2	14 days	94%	89%	800+	2
SHAMS	Sharjah	AED 6,250	0	7 days	78%	65%	1,500+	3
RAKEZ	RAK	AED 8,750	1	10 days	83%	71%	2,000+	2
ADGM	Abu Dhabi	AED 16,000	3	21 days	96%	92%	500+ (regulated)	1
SPC	Sharjah	AED 6,000	0	3 days	69%	58%	2,000+	1
FFZA	Fujairah	AED 2,500	0	5 days	61%	52%	800+	1

Showing 8 of 48 zones · View all 48

You're seeing: the team analytics view. Lead funnel, zone popularity, AI impact, per-rep performance, partner commission. Refreshes every 15 min.

Reports & analytics

Last 30 days · Formenzo brand · all reps

Total leads

187

+24% vs last month

Conversion rate

17%

+3pp vs last month

Cases closed

32

+5 vs last month

Revenue (AED)

412K

+18% vs last month

📊 Lead funnel Drill down →

187Leads

142Atlas done

98Quoted

62Docs

44Filed

32Live

Biggest leak: Quoted → Docs (37% drop). Likely: friction in document upload UX.

🌍 Top free zones (by quotes sent)

IFZA		38
Meydan		22
DMCC		14
SHAMS		12
RAKEZ		9
ADGM		3

📋 Pipeline kanban — all reps · this week

🆕 New8

Wei Chen

Meydan · CN

35mMaria

Anil Mehta

IFZA · IN

1hMaria

Sophie Ward

DMCC · UK

2hPranav

📝 Quoted6

Aisha Mansoor

IFZA · AED 14.5K

2dMaria

Hamza Khan

SPC · AED 6K

5dMaria

📎 Docs9

Rajesh Kumar

RAKEZ · AED 8.7K

4dMaria

Olufemi A.

FFZA · AED 2.5K

2dMaria

🚀 Filed4

Lana Petrov

SHAMS · AED 6.2K

1dMaria

James O'Brien

DMCC · AED 38K

2dRavi

🏦 Banking2

Marcus Thompson

DMCC · AED 42.9K

11d ⚠️Maria

Priya Iyer

IFZA · AED 14.5K

3dMaria

✅ Live31

Sara Al-Mahmoud

ADGM · AED 16K

67dMaria

+ 30 more live

🤖 AI impact (last 30 days)

Atlas → recommendation match: 78% (customer chose recommended zone)

Doc classifier accuracy: 94% (8 manual overrides out of 142 docs)

Status translator usage: 61 times · saved ~7 hrs of customer-facing rewriting

Smart checklist generation: 32 cases · 0 missed mandatory docs

Live call talking-point follows: 43% of suggestions used by reps

👥 Per-rep performance

Rep	Calls	Closed	AED
Maria S.	218	14	183K
Pranav G.	196	11	142K
Ravi S. (Dubai PRO)	87	7	87K

💬

Unified inbox coming soon

Threaded WhatsApp + email + portal messages with AI draft replies. For now, customer messages land in the case-detail Conversations tab.

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You're seeing: Maria's profile + shift configuration. Set working hours, escalation rules, notification channels, language preferences. Used by the auto-routing engine to decide who gets which lead.