CRM Dashboard
Manage participants, workers, referrals, service agreements and compliance status.
Active Participants24
Active Workers18
Quotes Pending6
Agreements Due4
Participant Pipeline
| Name | Status | Next Action |
|---|---|---|
| Sample Participant A | Quote Issued | Await acceptance |
| Sample Participant B | Agreement Pending | Send e-signature |
| Sample Participant C | Active | Review plan utilisation |
Worker Compliance
| Worker | Check | Status |
|---|---|---|
| Worker A | NDIS Screening | Current |
| Worker B | First Aid | Expires Soon |
| Worker C | WWCC | Missing |