Yma CRM

Calibration

Yma Companies Database

Selected group

Representation funnel

How many businesses in the selected category and region expose structured information to patients and LLMs.

Segments

UAE business mix by commercial motion

Edge-case quantified

Cities

Readiness by geography

Dubai-first lens

Companies

Open a business in a modal to review branches, contacts, CRM activity, and commercial context. Secondary filters now sit inside one compact filter menu.

Move selected to

Delegate selected to

Open one business to review it in a modal. Multi-select stays available for controlled bulk enrichment.

Profile

Open a company to inspect it in a modal.

Choose a business from the center column to inspect or edit its profile.

Overview Information

Core business profile fields, CRM ownership, and funnel stage for the selected company.

Not working

Name Website City / locality Business type Rating Review count Readiness score Primary segment Funnel stage

Stage action

Assignment notes

Delegate to

Branch Network

Standalone businesses stay single. Where branch logic is available, branches sit inside this business and can be opened individually.

Single location

Contacts

Named contacts will live here after the schema update. For now, this tab previews general surfaces and the slots we should persist next.

Projects And Activities

Track concurrent product motions, outreach paths, and the resulting timeline for this business.

Activity Stream

Record outreach, feedback, and working notes alongside automatic stage and delegation events.

Operational Signals

Signals populated by enrichment jobs, website checks, and manual CRM refinement.

Monthly footfall is a directional estimate only. Reviews are not treated as monthly demand on their own; doctor visibility, service visibility, messaging surfaces, and manual CRM inputs should refine it.

Queue reactivity Queue follow-up Messenger responsiveness Monthly footfall Notes

Contact Surfaces

Emails, phones, messaging surfaces, and social profiles grouped by type for faster review.

Phone numbers can be business-wide or tied to a specific branch. Keep branch/location notes when known.

Model Internals

Commercial Estimate

Revenue potential is shown in AED and uses a directional model: likely interested patients × 20% recoverable conversions × assumed procedure value. Treat this as CRM planning guidance until richer signals are enriched.

Monthly revenue potential (AED) Service fit score Priority tier Notes

Generate Draft Commercial Offer

The draft offer is generated from the company profile, CRM stage, operational signals, commercial estimate, enrichment outputs, and current Yma offer assumptions.

Layer plays

Commercial opportunities

Actionable

Methodology

How this report is constructed

Reusable pipeline