Ripple Education
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Ripple Education
Consultant CRMInternal control planeThis surface should feel like a real CRM control plane, not a generic landing page. It is where consultants, compliance, finance, and admin users work the live staffing loop, inspect blockers, and push decisions through with audit coverage.
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Control model
Exception-first
View shape
Dense operational lanes
Shared source
Clients, candidates, bookings, timesheets
Today's control lanes
Triage new requests, resolve conflicts, and move confirmed bookings back into one operational queue.
See who is red, who is expiring, and where an override or document follow-up is still missing.
Keep approval exceptions, stale sheets, and finance-ready batches visible without leaving the CRM.
Daily follow-up work, audit-heavy history, and KPI views stay in the same control-plane shell.
Workspace lanes
Daily staffing risk, approvals, and follow-up work.
Requests, live bookings, conflict handling, and reschedules.
Checklist status, expiries, overrides, and evidence review.
Pending approvals, stale sheets, rejected work, and exports.
SLA-driven follow-up across candidate, client, and booking workflows.
Operational trend views for fill rate, compliance risk, and finance status.
Operating rule
The consultant CRM is where ambiguity gets resolved: blocked candidates, on-hold clients, stale timesheets, late change requests, and override decisions.
That is why the shell needs booking and calendar lanes, compliance status, task queues, activity, and reporting in one view model instead of a soft marketing-style homepage.
The portals should feel related to this system, but this surface should remain clearly internal and operator-dense.