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Clix CRM

Permits and documents

Permits, documents and signatures, tracked against the listing.

Listing level permits with expiry reminders, document templates, signature requests, and one screen that shows what is agreed and what is outstanding.

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app.clix-crm.com/properties/CL-S-01942
Marina Gate 2 · Full marina view
Search
Publish
OH
Publishing checklist6 of 7 complete
✓Property
✓Media
✓Owner
✓Permit
✓Validate
✓Approve
7Publish
DescriptionEN · AR pending

Full marina view from a high floor in Marina Gate 2, with floor to ceiling glazing across the living area and both bedrooms.

Two allocated parking bays, chiller free, and direct access to the tower podium retail.

Available for viewing daily between 10:00 and 18:00 by appointment through the listing agent.

ValidationPortal requirements
Trakheesi permit number
Permit expiry within range
Minimum 6 images
Title deed uploaded
Owner contact verified
Listing agent BRN present
Arabic description
AED 2,450,000
2 bed · 3 bath · 1,284 sqft
PublishedValid · 142 days
Portal destinations
PFProperty FinderLive · 2h ago
BYBayutLive · 2h ago
DZdubizzleLive · 2h ago
WEBCompany websiteLive · 2h ago
Listing history
Published to 4 portals2h ago
Approved by L. Haddad5h ago
Permit verifiedYesterday
Price reduced · AED 2.55M → 2.45M3d ago
Created by O. Haddad12d ago
Owner
NameK. Al Nuaimi
Phone+971 4 •• •• 902
Title deedVerified
Form ASigned · DocuSign

Clix tracks listing level permits with their expiry dates and sends reminders before they lapse. Documents are generated from templates, signature requests are issued and tracked, and an Agreements and Documents screen shows the current state of every document attached to a listing.

01

The permit is a field, not a reminder

A permit number and its expiry belong on the listing as data you can filter, sort and report on. That is what makes an expiry a scheduled event rather than something somebody happens to notice.

  • Permit number and expiry on the listing
  • Reminders before expiry
  • Expiring soon views
  • Permit carried across to each portal
app.clix-crm.com/properties/CL-S-01942
Marina Gate 2 · Full marina view
Search
Publish
OH
Publishing checklist6 of 7 complete
✓Property
✓Media
✓Owner
✓Permit
✓Validate
✓Approve
7Publish
DescriptionEN · AR pending

Full marina view from a high floor in Marina Gate 2, with floor to ceiling glazing across the living area and both bedrooms.

Two allocated parking bays, chiller free, and direct access to the tower podium retail.

Available for viewing daily between 10:00 and 18:00 by appointment through the listing agent.

ValidationPortal requirements
Trakheesi permit number
Permit expiry within range
Minimum 6 images
Title deed uploaded
Owner contact verified
Listing agent BRN present
Arabic description
AED 2,450,000
2 bed · 3 bath · 1,284 sqft
PublishedValid · 142 days
Portal destinations
PFProperty FinderLive · 2h ago
BYBayutLive · 2h ago
DZdubizzleLive · 2h ago
WEBCompany websiteLive · 2h ago
Listing history
Published to 4 portals2h ago
Approved by L. Haddad5h ago
Permit verifiedYesterday
Price reduced · AED 2.55M → 2.45M3d ago
Created by O. Haddad12d ago
Owner
NameK. Al Nuaimi
Phone+971 4 •• •• 902
Title deedVerified
Form ASigned · DocuSign

Clix interface shown with sample workspace data

02

Documents from templates

Agreements are generated from templates with the listing, owner and agent details already filled in, which removes the most common source of an unusable document: somebody retyping a reference number.

  • Document templates with versions
  • Generated with record data filled in
  • Branding applied automatically
  • Stored against the listing
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
03

Signatures, requested and tracked

A signature request is issued and its state is visible on the record. DocuSign is supported, and a manual signature path exists for the cases that still happen in person.

  • Signature requests with status
  • DocuSign envelopes and status webhooks
  • Manual signature path
  • Agreements and Documents screen
app.clix-crm.com/properties/CL-S-01942
Marina Gate 2 · Full marina view
Search
Publish
OH
Publishing checklist6 of 7 complete
✓Property
✓Media
✓Owner
✓Permit
✓Validate
✓Approve
7Publish
DescriptionEN · AR pending

Full marina view from a high floor in Marina Gate 2, with floor to ceiling glazing across the living area and both bedrooms.

Two allocated parking bays, chiller free, and direct access to the tower podium retail.

Available for viewing daily between 10:00 and 18:00 by appointment through the listing agent.

ValidationPortal requirements
Trakheesi permit number
Permit expiry within range
Minimum 6 images
Title deed uploaded
Owner contact verified
Listing agent BRN present
Arabic description
AED 2,450,000
2 bed · 3 bath · 1,284 sqft
PublishedValid · 142 days
Portal destinations
PFProperty FinderLive · 2h ago
BYBayutLive · 2h ago
DZdubizzleLive · 2h ago
WEBCompany websiteLive · 2h ago
Listing history
Published to 4 portals2h ago
Approved by L. Haddad5h ago
Permit verifiedYesterday
Price reduced · AED 2.55M → 2.45M3d ago
Created by O. Haddad12d ago
Owner
NameK. Al Nuaimi
Phone+971 4 •• •• 902
Title deedVerified
Form ASigned · DocuSign

Clix interface shown with sample workspace data

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