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Vistral: Client Viewer, the whole client on one screen.

eugenio.fernandez@prophero.comVistral

Client Viewer: the whole client, on one screen

Until now, answering a simple client question ("how much have I invested, what have I paid, what is still pending, where are my documents?") meant opening HubSpot, Airtable, Business Central and Vistral one after the other. Client Viewer brings all of it together in one 360° view of every client and investor, straight from the systems where each piece of information lives.

Open it: www.vistral.io/client-viewer

Who can use it: Account Managers, Wealth (Sales and Coaches), Asset Managers, Settlement (Analysts and Leads) and Supply Admins.

Client management: four lists, one place

  • Clients: every property buyer, with open tickets, open tasks, pending payments, red flag and Contact Owner.
  • Value Partner and Value Hero: every investor in each product, read live from HubSpot.
  • Leads: the commercial funnel before someone becomes a client, grouped as Hot / In progress / Parked and split by product, with a warning when a lead has gone 30+ days without contact.
  • Search, filters (manager/owner and more) and pagination on every tab. Each tab remembers its own filters when you switch between them.

The money, explained

Every client and investor profile opens with a money summary: total invested, total paid, total pending payment, late payments and total gains (accrued rent plus realised sale gains).

  • Every figure has a tooltip that explains how it is calculated and where it comes from.
  • When a source cannot give a reliable answer, Vistral shows "—" instead of a made-up 0.

Client and investor profiles

  • Header with the client's owner (Contact Owner, Asset Manager or Property Coach) and a Black list badge when it applies.
  • Properties tab with filters by typology, phase, sub-phase and alerts, including a budget-deviation warning when invoiced costs drift more than 15% from budget.
  • Projects tab for Value Partner and Value Hero investors, with status, product type and deviation alerts.
  • A person can be a buyer, a Value Hero and a Value Partner at the same time, and the profile shows all three.
  • Follow-up tab: real HubSpot activity (tickets, tasks, calls, emails, meetings and surveys), each with its own search and date filter.
  • Client information tab with profile data and the people in charge (Property Coach, Investor Relations, SDR, Sales, Rentals).

Project detail

  • General tab: key dates (acquisition, settlement, renovation, divestment), people in charge and commercial status (on sale, reserved, signed).
  • Payments tab: the client's share of the financial and the full project financial, with cost categories you can expand.
  • Value Partner report with Budget and Ongoing views and a colour legend (paid, invoiced but pending…). You can share it in one click: "Share report" creates a secure link that expires after 90 days.
  • Invoices from Business Central, each with its PDF download.
  • TIR (estimated and current) and yield, plus a clear notice when a project is not yet in Vistral.

Property detail

Photo gallery, basic and building features, economic data (closing price, seller price), legal-status checklist, location on the map and the property's documents.

Documents from every source

Client documents are found automatically across Sumsub, the client Portal, HubSpot and Airtable, and they download securely from the same screen, without searching system by system.

Where the data comes from

HubSpot (investors, activity, owners, leads), Airtable (operations, commercial status, dates, documents), Business Central (invoices, payments, PDFs), the Vistral backoffice (clients, projects, properties) and the Supply financial engine (TIR, payment plan, taxes).

Client Viewer is the single place to answer any client question, with the figure, where it comes from and the document behind it.

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