□ TITLE TRANSFER CRM

Admin □ Export □️ Print

+ Add new record

Loading records...

□Select a record to view

✏️ Edit □️ Delete

Last Name

First Name

Email

Phone

Property Address

Source

Transaction Type

Amount

Transaction History / Notes

Save

□ History

No entries yet

+ Add New Record

Last Name

First Name

Email

Phone

Property Address

Source

Transaction Type

Amount

Status-- Select Status --HOTWARMCOLDFUTURECLOSE

Cancel Save Record

✏️ Edit Record

Last Name

First Name

Email

Phone

Property Address

Source

Transaction Type

Amount

Status-- Select Status --HOTWARMCOLDFUTURECLOSE

Cancel Save Changes

□️ Delete Record?

This will permanently delete this record. This action cannot be undone.

Cancel Yes, delete

📄 Cavite Title Transfer CRM

Admin 💾 Export Excel 🖨 Print Record

👤 Client list

+ Add new client

Loading clients...

📄 Select a client to view details

✎ Edit 🗑 Delete

Full name

Property Address

Contact no.

Email

Title Concern

Documentation Cost

Source

Assigned to

Add update / conversation note

Save entry

🕒 Conversation history

No entries yet.

+ Add new client

First name *

Last name

Email *

Phone

Property Address

Title Concern

Source

Status Cold Warm Hot

Documentation Cost (PHP)

Assigned to

Cancel Save client

✎ Edit client

First name *

Last name

Email *

Phone

Property Address

Title Concern

Source

Status Cold Warm Hot Closed

Documentation Cost (PHP)

Assigned to

Cancel Save changes

🗑 Delete Client?

This will permanently delete this client and all their conversation history from both the CRM and the Google Sheet.

This action cannot be undone.

Cancel Yes, permanently delete

💀 Mark as Dead?

This client will be hidden from the CRM list.
The record will be flagged as Dead in the Google Sheet and can be recovered manually if needed.

Cancel Yes, mark as dead