🔒 PROTOTYPE DEMO · Module 05 · Sort columns, select rows for bulk actions, click any row to open the record.
Module 05 · CRM
Clients & Suppliers
Registry canonical · 24 clients · 14 suppliers · 31 licences tracked · $58.4k/mo recurring
legacy spreadsheet retired at go-live
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Client Jurisdiction · Licence Status Next key date Retainer Last touch
CX
Client X Capital
CX Capital Ltd · Cyprus
Cyprus · CySEC CIF Active AML refresh · overdue 8dINV overdue $3,400 chat · 9 Jun
CY
Client Y (CFD)
Client Y Markets Ltd · Mauritius
Mauritius · FSC IB Active Quarterly review · 2pm todayNew contact $2,400 meeting · today
CM
Client M Holdings Ltd
CM Group · Mauritius
Mauritius · FSC GBL Active FSC renewal · 28 Jun · 18d1 proposal $2,800 meeting · 6 Jun
CN
Client N
Northwind FX Ltd · Mauritius
Mauritius · FSC (application) Active GBL application filing · 30 Jun $3,200 won · 9 May
CQ
Client Q
Quayside Securities Pty · Australia
Australia · ASIC AFSL Active AGM resolutions · 22 Jul $2,000 meeting · 19 May
CB
Client B
Brightgate Capital Ltd · UK
UK · FCA Active Annual fee · 14 Aug $2,600 meeting · 26 May
CK
Client K Markets
Kestrel Markets Ltd · UK
UK · FCA Active Renewal date missingAdd it $2,200 email · 28 May
CP
Client P
Pinnacle Trading Inc · Cayman
Cayman · CIMA Dormant No open items paused meeting · 2 Jun
Showing 8 of 24 clients ·