Pen Book

Pen Book is a private, all-in-one CRM for sales-driven offices. Manage leads, customers, agents, and employees, verify attendance by GPS, automate follow-up reminders, and track commission — all from one role-based, mobile-first platform. EIGHT MODULES, ONE PLATFORM Lead Management — Capture every prospect, assign them to an agent or employee, and track them through to a closed deal. Filter by status, product, agent, or date, and search by name in seconds. Customer Records — Full policy and KYC details, document and voice attachments, reviewer chains, due-for-renewal filters, and a clean add / edit / convert flow. Agents & Teams — A directory of every field agent and internal employee, with visual reporting trees. Assign new leads to the right person in one tap. Attendance — GPS-verified daily check-in and check-out for employees, with a per-employee monthly summary of present, absent, late, and hours worked for admins. Reminders — Automatic follow-up reminders for assigned leads and customer renewals. One-tap mark-complete keeps the queue clean. Business & Commission — Per-person business totals for the month, with commission auto-calculated by tier. Filter by month or by person, with top performers up top. Products Catalogue — A master list of products and prices. Selecting a product auto-fills the premium on a lead or customer — no double entry. Visitor Log — A public form for anyone visiting the office. Reception sees who came, why, and which staff member is responsible. BUILT FOR EVERY ROLE Admin sees every lead, customer, agent, employee, attendance record, and commission across the business, and configures office settings and reports. Employees work their assigned leads and customers and sign in and out with GPS verification. Agents capture leads in the field, convert them to customers, and track their commission. PRIVACY & SECURITY All connections use TLS 1.3, data at rest is encrypted with AES-256, and access is governed by role-based permissions. Explicit, revocable consent is requested on first launch, and account deletion is available in-app. Pen Book is an internal tool for authorised employees, agents, and administrators.