Proposal
NG-CRM
The Newgate CRM application shell on thoroughbreds.ai: the rail, the inner navigation and live metrics, with the main area left empty for charts.
The shell
This is the live shell, not a screenshot. Open the rail sections, collapse the inner sidebar with the handle on its edge, and try the search and create menus. The main area carries the stallion roster: book fill, cover mix, days to first scan, and a grid of every stallion with its book risk and fee.
What is in the rail
- Home — the landing dashboard for the Newgate workspace, with the stallion roster and book health.
- Stallions and Mares — the horse records, the one true record of each horse.
- Mares Covered — All Covers, under 24 hours, under 7 days, then outcomes: Foal, Slipped, Missed, Unknown.
- Customers — the community and past purchasers, with a second group for Pre-Approved Discounts.
- Messages — the mailbox with Free Returns, and a Reusable Email group covering SMS, WhatsApp and the Soft Dialer.
- Analytics and Settings — reporting and workspace configuration.
- Live Metrics — web traffic, phone activity and minutes without activity, shown at the foot of every inner sidebar.