Optima CRM — Brokerage (Account & Inquiry)

Account	Account status	Inquiries	Assigned agent(s)	Source	Last activity
HP Hennie du Plessis ventures.optima@gmail.com	Prospect	🗂 3 inquiries	AAali Afzal DDemo	Microsite	10 Jun 2026
AA Awais Ahmad +92 317 4557957	Lead	🗂 1 inquiry	DDemo	Microsite	10 Jun 2026
AN Ahmed Nafie ahmed.nafie@email.com	Prospect	🗂 1 inquiry	AAali Afzal	Email Bayut	31 Mar 2026
mm marina milad +971 50 795 9094	Qualified	🗂 1 inquiry	A2Agent Two	—	10 Jun 2026
AM Ahmed Al Mansoori ahmed@techcodxb.com	Qualified	🗂 2 inquiries	AAali Afzal DDemo	Website demo request	15 Jun 2026

Viewing account

HdP

Hennie du Plessis

A-1102066 · Individual · created 08 Dec 2025

Prospect rollup from 3 inquiries

Account status — derived, read-only

Lead

Qualified

Prospect

Client

Inactive

Contact

Inquiries 3

Documents

History

Timeline

Personal information

First name *

Last name *

Type

Date of birth

Nationality

▸ Advanced / additional details rarely used

Gender

Date ID issued

Number of occupants

Send birthday greetings

Identification — needed at contract / DLD registration stage

Passport number

Emirates ID

UAE Residence Visa

INQ-2025-001 · Townhouse — Damac Hills / Spring

Hennie du Plessis · Account A-1102066

Viewing inquiry

Prospect DLD registered Assigned to: ali Afzal Probability: 71–99%

Overview

Notes / Timeline

Activities 3

Profile

Documents

Inquiry details

Inquiry IDINQ-2025-001

Created05 Oct 2025

SourceMicrosite

CampaignLead Ad July

Assignment

Agentali Afzal

OfficeDEMO Dubai Office

Probability71–99%

Classification & tags

Classification:

Tags:

Custom fields — agency-defined, configured in admin settings

Interested properties — shared with client

Properties shown to this client across all channels. Add more from the Profile tab — matches there can be added with one click.

▸ Qualification & financial capacity fill in during qualification — not required

Pre-approval amount

Pre-approval bank

Pre-approval expiry

Net worth (approx.)

Monthly income

Employer / company

This data is private to this inquiry and visible only to the assigned agent and managers. It is never shown on shared property proposals.

Agent summary

Looking for townhouse in Damac Hills or Spring. Warm lead, DLD registered.

Assignment27/04/2026 14:59 · Ishrat Fatima

Assigned to: ali Afzal

Shared note20/04/2026 17:41 · Demo

Hello Hennie du Plessis,

Thank you for showing interest in Optima CRM. We'd love to walk you through how our platform can support your real estate business here in the UAE.

📋 Read-only list. Click any activity to view its full details.

Market type

Property requirements

Property type(s)

Townhouse

Transaction type

Category

Residential

Min bedrooms

Max bedrooms

Furnishing

Amenities & features

Select what matters to this client

Sea view Private pool

Pulled from the standard amenity tags used across Bayut, Property Finder & Dubizzle listings.

Preferred locations

Areas & communities

Damac Hills Spring

Budget

Purchase

Rental

Currency

Buy from date

Email alerts

Min budget

Max budget

Currency

Rent from date

Email alerts

Min rent / year

Max rent / year

Not yet matched

Product / service	Qty	Unit price	Line total
Total deal value — auto-calculated	AED 0

🔒 Deal-specific documents for this inquiry only — private to the assigned agent (and managers/admins).

File name	Published	Actions
📄 offer_accepted.pdf	No	⬇ 🗑

Hennie du Plessis

Create a new inquiry

Meeting with client

INQ-2025-001 · Townhouse — Damac Hills / Spring

Inquiry details

Assignment

Hennie du Plessis

Create a new inquiry

New product / service

Meeting with client

INQ-2025-001 · Townhouse — Damac Hills / Spring

Inquiry details

Assignment