Ingram Toft CRM

Lender Sending Report

Track how many cases have been sent to each lender over a day, week, month or year. Sent totals include submitted/sent, acknowledged and rejected cases.

Data Breach Claims

HIBP-triggered screening, client harm intake, breach intelligence, ICO/litigation flags and claim potential scoring.

Agent Task Queue

Create colleague-to-colleague casework tasks: client calls, lender/FOS information requests, deadline notices, document chases and other claims work. Add any task to the client diary when needed.

📊 Facebook Leads

Warm inbound leads from Meta/Facebook adverts

📈 Joe Beta Campaign Dashboard

Reporting view for Joe beta URL leads. These are the same normal lead/form records, not a separate intake silo.

Task Board

All agent tasks pending, in progress, awaiting approval

Create Task

Final Responses

- Invoice CRM Test Suite

Creates a live test invoice and tests every workflow: Stripe, Email, WhatsApp, AI Call, and Court Claim

- System Test Suite

Tests all channels (Email, WhatsApp, SMS, FOA) across all 3 brands with real messages

Document Upload

Search a client/case, upload documents, and add them to the client general folder, claim pack, or both.

Document Allocation

Unmatched files waiting to be linked to a case. Search the client, pick the case, allocate.

SEO Command Centre

Every page across the group sites — audited, scored, and prioritised. Click a page for the full breakdown.

Client Documents

All uploaded documents - search by name, email, reference or postcode

Create reusable agent teams and assign them to cases. Agents collaborate under an orchestrator.

Create Agent Team

Assign Team to Case

Aquarius Caseworker Questions

Caseworkers submit case questions here. Aquarius/Claw recommends a fix, but nothing executes until Allison approves it.

GDPR / DSAR Management

Track Subject Access Requests, deadlines, and lender responses

Lender Contacts

Manage lender names, complaint emails, telephone numbers, contacts and aliases used by complaint sending.

Insurer Contacts

Manage insurer complaints, claims, GDPR/SAR emails, postal addresses, portals, aliases and notes for Total Loss Reclaim.

Airline Contacts

Manage airline claims, complaints, compensation, GDPR/SAR emails, postal addresses, portals, aliases and notes for Flight Delay claims.

🎰 Gambling Companies

Operator contacts for gambling DSAR/GDPR requests and complaints, grouped by shared ownership/operator families such as Flutter, LC International / Entain, Gamesys, 888 and others.

Action Dispatcher

Phase C orchestration: scans missing-info items every 15 min, routes to client_contact_agent or gdpr_request_agent, queues comms gated by master switch.

📬 Inbox

Emails received directly by the CRM via AWS SES (no Gmail dependency). Click any email to read it; matched cases open in Case Drafting.

Car Finance DCA Claims

All car finance agreements found via Valid8 credit report enrichment, grouped by customer. Each agreement → one DCA complaint + one DSAR letter. Customers with multiple agreements get sibling cases (CASE-2, CASE-3, etc.) per agreement.

Bank Statement / Evidence Analysis

Upload PDF bank statements, Excel or CSV. The system extracts transactions, chunks the data, analyses for gambling, online fraud, unaffordable lending or custom instructions, then produces tables, exports and a report for complaint drafting.

Historic Vehicle Valuations

Lookup current vehicle details and prepare historic valuation requests using VRN/VIN, target valuation date and mileage. Live lookup uses the existing server-side vehicle valuation proxy; historic four-provider batch payloads are prepared for Percayso, Autotrader, CAP HPI and Glass’s Guide.

Total Loss Reclaim / Write-off Undervaluation

Total-loss workflow: capture vehicle/loss details, request the insurer settlement and valuation-guide evidence where figures are missing, record market value evidence, then generate an undervaluation report for the complaint workflow.

Flight Delay Claims

Dedicated UK261 / EU261 workflow for delayed, cancelled and denied-boarding flight claims. Use this page to find flight-delay cases, open drafting, request missing travel evidence and generate airline complaints.

Online Fraud Claims

Dedicated APP fraud / scam / crypto fraud workflow. Use this page to find online-fraud cases, request missing evidence, generate bank/platform complaints and move claims through review, send and escalation.

Pension Claims

Dedicated mis-sold pension / SIPP / DB transfer workflow. Use this page to find pension cases, request missing advice evidence, generate provider/adviser complaints and move claims through review, send and FOS escalation.

Car Finance DCA Claims Allison Allcott

All Allison Allcott client car-finance agreements found via Valid8 credit report enrichment, grouped by customer. This uses the same DCA/DSAR workflow as the main page, but is fixed to Allison Allcott cases.

💷 High Cost Lending Claims

High-cost / unaffordable lending cases. Pull potential lender defendants from Validate credit-file analysis, parsed bank statements and claim forms. Use this page to auto-derive lenders, request defendant-specific FOAs, and draft/send lender complaints for review.

🎰 Gambling Claims

All IT/AA gambling cases. Each case can name multiple defendants — the customer's bank (Quincecare/Consumer Duty), the gambling operator (LCCP SR Code 3.4), and any lender flagged in the credit-file analysis (CONC 5/s.140A). Defendants auto-derive from form_data and credit analysis; you can add/remove manually.

🎯 Lead Allocation — New Ingram Toft Claims

New claim forms are allocated to teams round-robin automatically (within a minute of submission). Assign each lead to an agent in your team — you can only assign leads from your own team's list, and only to agents in your team.

📝 Gambling Assessments

Submissions from the gambling vulnerability questionnaire at ingramtoft.co.uk/gambling. Assessments sent through a case link attach to that case automatically; direct submissions (no case in the link) can be attached manually from here. Attached assessments appear in the case Notes with the full answers.