Cleareye.ai CRM v4 - Documentation

System Overview

Cleareye.ai CRM v4.2 is a modular sales pipeline management system built for trade finance compliance solutions. Each page is a single HTML file with shared api.php backend. Includes multi-user authentication, demo booking system, calendar integration, and AI-powered business card scanning.

Tech Stack

Frontend	HTML5, CSS3, Vanilla JavaScript
Backend	PHP 7.4+ with PDO
Database	SQLite3
Server	XAMPP / Apache
Auth	PHP Sessions (30 min expiry)
Design	Golden Ratio Typography & Spacing

File Structure

api.php Backend

cleareye.db Database

index.html Dashboard

opps.html Pipeline

banks.html Banks

contacts.html Contacts

kanban.html Kanban

demos_dashboard NEW

demos_slots NEW

demos_book NEW

partners.html Partners

settings.html Settings

events.html Events

audit.html Audit

users.html Users

login.html Login

docs.html Docs

Pages

Dashboard

Main overview with pipeline stats, charts, and quick actions. Shows total pipeline, weighted value, win rate.

index.html

Opportunities

Full pipeline management with filters, search, notes, actions. Includes At Risk and Stale detection.

opps.html

Banks

Bank database with 396 banks across 20+ countries. Tracks assets, contacts, deals, and intel.

banks.html

Contacts

Contact management linked to banks and opportunities. Track roles and relationships.

contacts.html

Kanban

Visual pipeline board with drag-and-drop. Dynamic stages from Settings → Stages.

kanban.html

Presales Dashboard

Calendar view of demos, stats cards, activity timeline. iCal & Google Calendar export.

demos_dashboard.html NEW

Demo Slots

Create and manage available demo time slots. Assign presales resources.

demos_slots.html NEW

Book Demo

Step wizard to book demos. Select bank, date/time, activity type. Reschedule support.

demos_book.html NEW

Settings

System configuration: stages, regions, countries, products, currencies.

settings.html

Events

Marketing events calendar. Up Next countdown, visual calendar with logos.

events.html

Audit Trail

Activity history of all changes. Field-level tracking with before/after values.

audit.html

Demo Module Overview NEW

The Demo Module provides complete presales activity management with slot scheduling, booking workflow, and calendar integration.

Module Architecture

demos_dashboard.html  →  Calendar view, stats, activity list
         ↓
demos_slots.html      →  Create/manage available slots
         ↓
demos_book.html       →  Book or reschedule demos
         ↓
api.php               →  Demo API endpoints
         ↓
cleareye.db           →  demo_slots, demo_bookings tables
                        

Key Features

Slot Management	Create time slots with duration, timezone, presales assignment
Booking Wizard	3-step flow: Organization → Date/Time → Details
Activity Types	Demo, Call, Meeting, Workshop, Presentation
Reschedule	Orange-themed reschedule mode with original slot display
Calendar Export	iCal (.ics) and Google Calendar integration
Timezone Support	Automatic conversion to user's local timezone

Activity Types

Five activity types are available when booking demos. Each has a distinct color and icon.

Type	Badge	Color	Use Case
Demo	Demo	Teal (#00B8A9)	Product demonstrations
Call	Call	Teal (#00B8A9)	Discovery/follow-up calls
Meeting	Meeting	Orange (#f97316)	In-person or virtual meetings
Workshop	Workshop	Purple (#a855f7)	Training/workshop sessions
Presentation	Presentation	Green (#22c55e)	Executive presentations

Calendar Export

After booking a demo, users can export to iCal or Google Calendar. The export includes all booking details.

Exported Fields

SUMMARY	`[Activity Type] - [Organization Name]`
DTSTART/DTEND	Date and time of the booking
LOCATION	Meeting link (if provided) or country
DESCRIPTION	Notes + Meeting Link + "Booked by [Name] from the Booking System"

iCal Format Example

BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Cleareye.ai//CRM//EN
BEGIN:VEVENT
DTSTART:20260116T100000
DTEND:20260116T110000
SUMMARY:Demo - Al Masraf Bank
DESCRIPTION:Product demo for trade finance\n\nMeeting Link: https://teams.microsoft.com/...\n\nBooked by Anar Qasem from the Booking System
LOCATION:https://teams.microsoft.com/...
END:VEVENT
END:VCALENDAR
                        

Demo API Endpoints

Action	Method	Description
`list_demo_slots`	GET	List all demo slots with optional date filter
`save_demo_slot`	POST	Create or update a demo slot
`delete_demo_slot`	POST	Delete an unbooked slot
`list_demo_bookings`	GET	List bookings with slot details
`save_demo_booking`	POST	Book a demo (marks slot as booked)
`update_demo_booking`	POST	Update booking details
`cancel_demo_booking`	POST	Cancel booking (frees the slot)
`reschedule_booking`	POST	Move booking to a new slot
`get_demo_stats`	GET	Dashboard statistics

save_demo_booking Parameters

`slot_id`	Required - ID of the slot to book
`bank_id`	Required - ID of the bank/organization
`activity_type`	Demo, Call, Meeting, Workshop, Presentation
`notes`	Optional - HTML notes
`meeting_link`	Optional - Teams/Zoom/Meet link
`booked_by`	User who created the booking

Demo Database Tables

demo_slots

Column	Type	Description
`id`	INTEGER	Primary key
`date`	TEXT	Date (YYYY-MM-DD)
`start_time`	TEXT	Start time (HH:MM)
`end_time`	TEXT	End time (HH:MM)
`duration`	INTEGER	Duration in minutes
`status`	TEXT	'available' or 'booked'
`timezone`	TEXT	Default: 'Asia/Dubai'
`presales_ids`	TEXT	Comma-separated presales IDs
`created_by`	TEXT	Creator name
`created_at`	TEXT	Timestamp

demo_bookings

Column	Type	Description
`id`	INTEGER	Primary key
`slot_id`	INTEGER	FK to demo_slots
`bank_id`	INTEGER	FK to banks
`opp_id`	INTEGER	Optional FK to opps
`activity_type`	TEXT	Demo, Call, Meeting, etc.
`notes`	TEXT	HTML notes
`meeting_link`	TEXT	Video call link
`booked_by`	TEXT	Who booked it
`booked_at`	TEXT	Booking timestamp
`reschedule_count`	INTEGER	Times rescheduled

presales_resources

Column	Type	Description
`id`	INTEGER	Primary key
`name`	TEXT	Resource name
`email`	TEXT	Email address
`photo`	TEXT	Photo URL
`timezone`	TEXT	Default: 'Asia/Dubai'
`active`	INTEGER	1 = active, 0 = inactive

Golden Ratio Design System

CRM v4 uses Fibonacci-based typography and spacing for visual harmony. φ = 1.618

Typography Scale (px)

`--fs-xs`	8px	Labels, hints
`--fs-sm`	10px	Meta text
`--fs-base`	13px	Body text
`--fs-md`	21px	Subheadings
`--fs-lg`	34px	Headings

Spacing Scale (px)

`--sp-1`	3px	Tight gaps
`--sp-2`	5px	Small gaps
`--sp-3`	8px	Default gaps
`--sp-4`	13px	Medium gaps
`--sp-5`	21px	Large gaps
`--sp-6`	34px	Section gaps
`--sp-7`	55px	Page sections

Component Sizes

Logo	89×55px	All pages
Flags	21px	Country flags
Icons	21px	Standard icons
Header	55px height	Page header
Buttons	34px height	Action buttons
Inputs	34px height	Form inputs

Branding & Colors

CE1 Brand Colors

Background	`#f8f9fa`
Headings (Navy)	`#1a2844`
Subtitles	`#6b7c93`
Accent (Turquoise)	`#00B8A9`
Cards	`#FFFFFF`	White with TOP turquoise border

Dashboard Module

File: index.html — Main entry point with KPIs, charts, and navigation.

Features

KPI Cards	Total Pipeline, Weighted Value, Win Rate, Active Deals
Pipeline Chart	Visual funnel by stage with values
Recent Activity	Latest opportunity updates
Quick Actions	Add Opp, View Kanban, Export
Navigation	Links to all modules with SVG icons

KPI Calculations

`Total Pipeline`	Sum of (IMPL + ARR) for all active opps
`Weighted Value`	Sum of (IMPL + ARR) × Probability %
`Win Rate`	Closed Won ÷ (Won + Lost) × 100
`Active Deals`	Count excluding Closed Won/Lost

Opportunities Module

File: opps.html — Full pipeline management with deal tracking.

Features

Pipeline Table	Sortable, filterable list of all opportunities
Stage Filters	Filter by pipeline stage
At Risk Detection	Highlights deals not contacted in 30+ days
Notes System	Rich text notes per opportunity
Actions Tracking	Log calls, meetings, emails with dates
Contacts Link	Associate contacts with opportunities
File Attachments	Upload documents per opportunity
Milestones	Track key dates and deliverables

Key Fields (opps table)

`bank`	Associated bank name
`stage`	Pipeline stage (from settings_stages)
`impl`	Implementation value
`arr`	Annual Recurring Revenue
`probability`	Win probability %
`close_date`	Expected close date
`owner`	Sales rep assigned

API Endpoints

`list&table=opps`	GET List opportunities
`save&table=opps`	POST Create/update
`opp_notes`	GET Get notes
`opp_actions`	GET Get actions

Banks Module

File: banks.html — Bank database with 396 banks across 20+ countries.

Features

Bank List	Filterable table with logos, flags
Region Filter	GCC, Levant, North Africa, CIS
Bank Intel	Intelligence notes per bank
TBML Notes	Trade-Based Money Laundering intel
Export HTML	Export bank profile to HTML

API Endpoints

`list&table=banks`	GET List banks
`bank_intel`	GET Intel notes
`bank_tbml`	GET TBML notes

Contacts Module

File: contacts.html — Contact management linked to banks with AI-powered business card scanning.

Features

Contact List	Searchable table with photos and organization logos
Organization Link	Associate with banks or standalone organizations
Role Tracking	Title, decision maker flag, opportunity roles
Contact Info	Email, phone, mobile, LinkedIn
WhatsApp Broadcast	Send broadcast messages to selected contacts
Link to Opportunity	Associate contacts with opportunities and roles

Business Card Scanner NEW v4.2

AI-powered business card OCR using Claude Haiku Vision API. Extracts contact information automatically from uploaded card images.

Image Upload	Support for front and back side of business cards
Crop Tool	Interactive crop box to select card area and remove background noise
Claude Vision OCR	AI-powered text extraction using Claude Haiku (~$0.01/scan)
Smart Parsing	Extracts: Name, Title, Company, Email, Mobile, Phone, LinkedIn
Organization Matching	Auto-detects if company exists in banks/organizations
Review & Edit	Preview extracted data before saving
Card Storage	Stores front/back card images with contact record

Scanner Flow:

Upload Image(s)  →  Front side required, back optional
Crop Card        →  Draw box around card to remove background
AI Analysis      →  Claude Haiku extracts contact info
Review & Edit    →  Verify/correct extracted fields
Save Contact     →  Creates contact with card images attached

contacts Table Schema

Column	Type	Description
`id`	INTEGER	Primary key
`name`	TEXT	Full name
`title`	TEXT	Job title
`email`	TEXT	Email address
`phone`	TEXT	Office phone
`mobile`	TEXT	Mobile number
`linkedin`	TEXT	LinkedIn URL
`photo`	TEXT	Photo (base64 or URL)
`bank_id`	INTEGER	FK to banks (legacy)
`org_id`	INTEGER	FK to banks or organizations
`org_type`	TEXT	'bank' or 'organization'
`org_name`	TEXT	Organization name (for standalone)
`standalone`	TEXT	'Yes' if not linked to bank/org
`business_card`	TEXT	Front card image (base64)
`card_back`	TEXT	Back card image (base64)
`decision_maker`	INTEGER	1 = decision maker

Kanban Module

File: kanban.html — Visual pipeline with drag-and-drop.

Features

Dynamic Stages	Columns from settings_stages
Drag & Drop	Move cards between stages
Stage Colors	Colors from settings_stages.color
Stale Indicator	Visual flag for stale deals

Partners Module

File: partners.html — Partner ecosystem management.

Features

Partner List	Table with logos and regions
Region Coverage	Regions the partner covers
Deal Association	Link to opportunities

Competitors Module

File: competitors.html — Competitive intelligence.

Features

Competitor List	Table with logos
Win/Loss Tracking	Deals won/lost to competitor
Strengths/Weaknesses	Competitive positioning

Events Module

File: events.html — Marketing events calendar.

Features

KPI Cards	Total, Upcoming, Completed
Up Next	Countdown to next event
Visual Calendar	Month view with markers
Day Badges	D1, D2 for multi-day

Audit Trail Module

File: audit.html — Activity history tracking.

Features

Timeline View	Visual activity timeline
Field-Level Tracking	Before/after values
User Attribution	Who made changes
Action Types	Create, Update, Delete, Login

Settings Module

File: settings.html — System configuration with tabbed interface.

Settings Tabs

Stages	Pipeline stages with colors/probabilities (sortable)
Regions	Geographic regions with colors
Countries	Countries with flag emojis
Products	Product catalog with logos
Currencies	Currency list
Partners	Partner companies with logos
Backoffice	Backoffice partners
Influencers	Industry influencers
Competitors	Competitor companies
Sources	Lead sources with colors
Tags	Opportunity tags
Deployment	Deployment options with SM percentages
Contact Roles	Contact role types
Owners	Opportunity owners
Opp Contact Roles	Roles for contacts linked to opportunities
User Roles	System user role types
👤 Presales	Presales resources with photos & timezones
👥 Users	Link to User Management page
🤖 AI Settings	Claude API key configuration NEW

AI Settings NEW v4.2

Configure Claude API key for AI-powered features like business card OCR scanning.

Claude API Key	Anthropic API key (sk-ant-...)
Save API Key	Stores key securely in database
Test Connection	Verifies API key works with Claude

Setup Instructions:

Go to https://console.anthropic.com
Create an API key
Add $5 credit to your account
Paste key in Settings → AI Settings
Click "Save API Key"
Click "Test Connection" to verify

Cost Estimate:

Claude Haiku Vision	~$0.01 per business card scan
$5 credit	~500 business card scans

Users Module

File: users.html — User management (Admin only).

Features

User List	All system users
Add/Edit User	Create/update users
Reset Password	Admin reset
Roles	Admin, Manager, User

Authentication

Files: login.html, change_password.html

API Endpoints

`login`	POST Authenticate
`logout`	GET End session
`check_auth`	GET Verify session
`change_password`	POST Update password

AI API Endpoints NEW v4.2

API endpoints for AI-powered features using Claude Vision.

Settings API

`get_app_setting`	GET Get a setting value
`?action=get_app_setting&key=claude_api_key` Returns: `{"success": true, "value": "sk-ant-..."}`
`save_app_setting`	POST Save a setting value
POST params: `key`, `value`

Claude API

`test_claude_api`	POST Test API key connection
POST params: `api_key` Returns: `{"success": true}` or error
`ocr_business_card`	POST Extract contact info from card image
POST params: `image` (base64 data URL) Uses Claude API key from app_settings Returns: { "success": true, "data": { "name": "Ed Virtue", "title": "Director, Global Sales", "company": "Global Trade Review", "email": "evirtue@gtreview.com", "mobile": "+971 50 xxx xxxx", "phone": "+44 (0)7730 765 990", "linkedin": "" } }

Database Tables

SQLite: cleareye.db

Main Tables

`opps`	Opportunities
`banks`	Banks/financial institutions
`organizations`	Non-bank organizations
`contacts`	Contacts with business card images
`users`	System users
`audit_log`	Audit trail
`app_settings`	Application settings (API keys, etc.) NEW

Notes & Relations Tables

`opp_notes`	Opportunity notes
`opp_actions`	Actions/activities
`opp_contacts`	Opp-contact links with roles
`opp_files`	File attachments
`opp_products`	Products linked to opportunities
`bank_intel`	Bank intelligence notes
`bank_tbml`	TBML assessment notes

Demo Tables

`demo_slots`	Available time slots
`demo_bookings`	Booked demos with activity types
`presales_resources`	Presales team with timezones

app_settings Table NEW v4.2

Key-value store for application configuration.

Column	Type	Description
`key`	TEXT	Setting name (PRIMARY KEY)
`value`	TEXT	Setting value

Current keys: claude_api_key

Cleareye.ai CRM Documentation

System Overview

Tech Stack

File Structure

Pages

Dashboard

Opportunities

Banks

Contacts

Kanban

Presales Dashboard

Demo Slots

Book Demo

Settings

Events

Audit Trail

Demo Module Overview NEW

Module Architecture

Key Features

Activity Types

Calendar Export

Exported Fields

iCal Format Example

Demo API Endpoints

save_demo_booking Parameters

Demo Database Tables

demo_slots

demo_bookings

presales_resources

Golden Ratio Design System

Typography Scale (px)

Spacing Scale (px)

Component Sizes

Branding & Colors

CE1 Brand Colors

Dashboard Module

Features

KPI Calculations

Opportunities Module

Features

Key Fields (opps table)

API Endpoints

Banks Module

Features

API Endpoints

Contacts Module

Features

Business Card Scanner NEW v4.2

Scanner Flow:

contacts Table Schema

Kanban Module

Features

Partners Module

Features

Competitors Module

Features

Events Module

Features

Audit Trail Module

Features

Settings Module

Settings Tabs

AI Settings NEW v4.2

Setup Instructions:

Cost Estimate:

Users Module

Features

Authentication

API Endpoints

AI API Endpoints NEW v4.2

Settings API

Claude API

Database Tables

Main Tables

Notes & Relations Tables

Demo Tables

app_settings Table NEW v4.2