CRM Dashboard

v4 Fully Autonomous

Purpose

A geography-first CRM for real estate agents. The map is the primary organizing principle — contacts, listings, and deals appear as positioned pins on an abstract neighborhood grid. Left panel provides list, detail, and stats views. Role toggle shifts between solo agent territory, team coverage, and brokerage-wide view.

Variant Focus

"Territory" — Your market, visualized. Military campaign map metaphor where geography drives all CRM interactions. Map-centric with ~70% viewport for spatial view.

Prompt

This version was generated autonomously by a sub-agent. The prompt below is the exact prompt given to the build agent — it was crafted by the orchestrating agent based on the origination prompt and research phase.

v4: "Territory" — Map-Centric CRM

Tagline: "Your market, visualized."
Core metaphor: A military campaign map — geography is the primary organizing principle with contacts, listings, and deals as pins.

Layout: The "map" occupies ~70% of viewport (right side) — rendered as a stylized CSS grid/abstract map with positioned elements representing a neighborhood layout. Left panel (~30%, ~400px) as contextual list/detail view. Top bar with role toggle, search, and layer toggles.

Key UI elements: Color-coded map pins (blue circles for buyer leads, green house icons for listings, amber diamonds for deals). Cluster indicators. Heat zone overlays. Left panel with tabs: List, Detail, Stats. "Farm area" highlighted zone. Property card overlays. Layer toggle checkboxes. Abstract street grid in CSS.

Color/mood: Muted map base (light gray streets, subtle terrain). Saturated pins and overlays. Clean white left panel. Professional cartography meets data visualization. Cool-toned.

Role toggle: Solo Agent shows personal leads/listings/deals with personal territory. Team Lead shows all team pins with agent color rings and coverage gaps. Brokerage Admin shows entire territory with agent boundary overlays and market share.

Origination

← Origination Prompt

Versions

Origination Prompt → v10 Card Stack Triage v9 Calendar First v8 AI Forecast v7 Relationship Web v6 Terminal CRM v5 Context Layer v4 Territory Map v3 Stream Timeline v2 Chat Flow v1 Deal Flow Board

TerritoryCRM

Search addresses, contacts, deals...

Solo Agent Team Lead Brokerage Admin

✓

Leads

✓

Listings

✓

Deals

✓

Comps

List Detail Stats

Marcus & Jen Rivera

742 Elm St • Buyer Lead

Active

1847 Oakwood Dr

4 bed / 3 bath • Listed 12d ago

$485,000

2105 Maple Ave

Closing 2/14 • Buyer side

$372,000

Sarah Chen

Looking: Willow Park area

Active

903 Birch Lane

3 bed / 2 bath • Listed 3d ago

$329,000

David Park

Last contact 45d ago

Stale

567 Pine Crest Rd

Under contract • Listing side

$518,000

Tom & Rita Washington

Pre-approved $450k

Nurturing

2240 Cedar Blvd

5 bed / 4 bath • Listed 28d ago

$695,000

Aisha Johnson

First-time buyer • Rosewood

Active

Kevin O'Brien

Last contact 62d ago

Stale

410 Walnut St

2 bed / 1 bath • Listed 7d ago

$225,000

Marcus & Jen Rivera

Buyer Lead — Active

Budget

$350k – $425k

Pre-Approval

$420,000

Timeline

60–90 days

Source

Zillow Lead

Phone

(512) 555-0142

Last Contact

Jan 28, 2026

Desired Area

Willow Park & Oakwood neighborhoods
3+ bedrooms, garage preferred, near schools

3+ Bed

Garage

Near Schools

Move-in Ready

Farm Area Summary

Active contacts in territory

Pipeline by Type

Buyer Leads

Listings

Active Deals

Stale

Avg Days on Market

Territory avg vs. 31 city-wide

Recent Comps

2105 Maple Ave

$372,000

1520 Oak Terrace

$398,500

887 Elm Court

$345,000

2301 Birch Way

$412,000

Market Share

14%

of farm area transactions (trailing 12mo)

Your Farm Area

Sarah M.

Mike T.

Lisa K.

742 Elm St

$350k–$425k budget

Marcus & Jen Rivera • Active

Sarah Chen

$300k–$380k budget

Willow Park area • Active

Tom & Rita Washington

Pre-approved $450k

Nurturing • Pending

Aisha Johnson

First-time buyer

Rosewood area • Active

Rachel Kim

$500k–$600k budget

Relocating • Active

1847 Oakwood Dr

$485,000

4bd/3ba • Active

903 Birch Lane

$329,000

3bd/2ba • Active

2240 Cedar Blvd

$695,000

5bd/4ba • Active

410 Walnut St

$225,000

2bd/1ba • Active

1122 Summit Pl

$542,000

4bd/3ba • Pending

2105 Maple Ave

$372,000

Closing 2/14 • Under Contract

567 Pine Crest Rd

$518,000

Listing side • Under Contract

1520 Oak Terrace

$398,500

Closed 1/22 • Sold

David Park

Last contact 45d ago

Stale — Needs follow-up

Kevin O'Brien

Last contact 62d ago

Stale — At risk

Legend

Buyer Leads

Listings

Deals

Stale Contacts

0.5 mi