Addestra CRM - Wireframe v2 (SOW-V4 aligned)

Channel Partners

2 pending first login

Freelancers

+3 this month

Students Referred (This Period)

across 9 batches

Commission (This Period)

$3,140

5 referrals pending approval

Recent Referrals

Referrer	Course / Batch	Students	Source	Status
Bright Minds InstituteChannel Partner	Generative AI Workplace Training - 28 Jul	12	Self-submitted	Pending
Sarah LimFreelancer	TikTok Content and AI Workshop - 5 Aug	4	Self-submitted	Approved
UnassignedDirect Enquiry	Reinventing B2B Sales - 12 Aug	3	Admin-direct	Approved
Budi SantosoFreelancer	Generative AI Workplace Training - 28 Jul	2	Self-submitted	Pending

Pending Approvals

Referral19 Jul

Bright Minds Institute submitted 12 students for Generative AI Workplace Training - review and approve to lock in commission

Referral18 Jul

Budi Santoso submitted 2 students for Generative AI Workplace Training

New signup16 Jul

Nova Learning Hub has not yet completed first login

All Courses

Course	Base Fee	Status
Generative AI Workplace Training	SGD 680	Active
TikTok Content and AI Workshop	SGD 450	Active
Reinventing B2B Sales	SGD 780	Active

All Channel Partners

Organisation	Contact	Location	Commission Rate	Status
Bright Minds Institute	admin@brightminds.sg +65 9123 0011	Singapore	15% Global	Active
Nexus Training Centre	hello@nexustc.sg +65 9123 0022	Singapore	18% Override	Active
Nova Learning Hub	contact@novalearning.sg +65 9123 0033	Singapore	15% Global	Pending first login
Harborview Corporate Academy	l&d@harborview.com +1 908 555 0110	New Jersey, US	15% Global	Suspended

All Freelancers

Name	Contact	Location	Commission Rate	Status
Sarah Lim	sarah.lim@gmail.com +65 9123 4501	Singapore	10% Global	Active
Budi Santoso	budi.s@gmail.com +62 812 3456 001	Jakarta	10% Global	Active
Ahmad Faisal	ahmad.f@outlook.com +65 9123 4502	Singapore	12% Override	Active

All Tutors

Name	Skills	Location	Rate / hr
Dr. Melissa Tan	Generative AI, Prompt Engineering	Singapore CBD	SGD 120
Marcus Wong	B2B Sales, Negotiation	Singapore CBD	SGD 100
Priya Nair	Social Media, Content Strategy	Remote	SGD 90

Tutors are admin-maintained records only - they do not have a portal login.

Referrals

Referrer	Course / Batch	Students	Source	Date	Status
Bright Minds InstituteChannel Partner	Generative AI Workplace Training - 28 Jul	12	Self-submitted	19 Jul, 4:20pm	Pending
Budi SantosoFreelancer	Generative AI Workplace Training - 28 Jul	2	Self-submitted	18 Jul, 9:15am	Pending
Sarah LimFreelancer	TikTok Content and AI Workshop - 5 Aug	4	Self-submitted	19 Jul, 2:05pm	Approved
UnassignedDirect Enquiry	Reinventing B2B Sales - 12 Aug	3	Admin-direct	18 Jul, 11:47am	Approved
Ahmad FaisalFreelancer	TikTok Content and AI Workshop - 5 Aug	1	Self-submitted	15 Jul, 3:40pm	Rejected

Total to Pay (This Period)

unpaid this period

Owed to Channel Partners

unpaid

Owed to Freelancers

unpaid

Paid This Period

marked paid

July 2026 Payout Run

Referrer	Type	Approved Students	Rate	Commission Owed	Status	Change Status

Payout status is a record only - no funds are moved by the CRM. Admin marks a payout Paid after settling it manually outside the system.

Email Broadcasts

Subject	Audience	Recipients	Sent	Delivery	Status
New Course: Generative AI Masterclass1 attachment	Partners & Freelancers	37	15 Jul 2026	37 sent / 0 failed	Sent
Hari Raya Greetings from Addestra1 attachment	Freelancers	23	10 Jul 2026	22 sent / 1 failed	Sent
August Training CalendarDraft	Partners	–	–	–	Draft

Broadcasts are sent by email to active partners and/or freelancers via a transactional email service (SOW Section 6.3). Login still uses no email or OTP.

Profile

Name

Password

Current Password

New Password

Commission Rates

Channel Partner - Global Rate

Freelancer - Global Rate

Per-referrer overrides (set on individual Partner/Freelancer records) take precedence over these global rates. Rate changes are history-preserving and never alter already-approved referrals.

Payout Period

Payout Frequency

Next payout run: 1 Aug 2026.

Audit Log

Timestamp	Actor	Action	Details
19 Jul, 4:22pm	Kang Chin Ling	Referral approved	Bright Minds Institute - 12 students, Generative AI Workplace Training
18 Jul, 10:05am	Kang Chin Ling	Commission override set	Nexus Training Centre: 15% -> 18%
17 Jul, 5:40pm	Kang Chin Ling	Partner suspended	Harborview Corporate Academy
16 Jul, 9:00am	Kang Chin Ling	Channel Partner created	Nova Learning Hub - credentials shared directly

Students Referred

Pending Referrals

Commission Rate

10%

Global rate - no override set

Commission Earned

$272

My Referrals

Course / Batch	Students	Date Submitted	Status	Actions
TikTok Content and AI Workshop - 5 Aug	4	19 Jul 2026	Approved	-
Generative AI Workplace Training - 28 Jul	3	17 Jul 2026	Pending
Reinventing B2B Sales - 12 Aug	1	10 Jul 2026	Rejected	-

Approved referrals cannot be edited. A pending referral can be edited until it is reviewed. Commission rate and payout status remain read-only.

Course

Batch

Number of Students

Student name, email and phone are optional. You only need to provide the headcount to submit a referral - add details if you have them.

Recent Submissions

TikTok Content and AI Workshop19 Jul

4 students - Approved

Generative AI Workplace Training17 Jul

3 students - Pending

Payout History

Period	Approved Students	Commission Owed	Status
July 2026	4	$272	Pending
June 2026	3	$190	Paid
May 2026	1	$68	On Hold

Payout status is a record only - Addestra pays partners and freelancers outside this system.

Contact Details

Full Name

Phone

Country

City

Commission Rate

Email and commission rate can only be changed by your Administrator.

Account Summary

Status

Active

Role

Freelancer

Referrer Since

3 Jun 2026

Total Referrals to Date

7 students, 3 referrals

Password

Forgot your password? Contact your Administrator - they will reset it and share a new temporary password directly.

Change Password

Date	Changed By	Old Rate	New Rate
18 Jul 2026	Kang Chin Ling	Freelancer 10%	Nexus Override 18%
1 Jul 2026	Kang Chin Ling	Partner 12%	Partner 15%
20 Jun 2026	Kang Chin Ling	-	Partner 12%, Freelancer 10%

Start - End	Tutor	Fee	Status	Actions
28 Jul - 29 Jul 2026	Dr. Melissa Tan	SGD 680	Confirmed
15 Sep - 16 Sep 2026	Dr. Melissa Tan	SGD 720 Override	Draft