ST CRM specification
ST Trader specification
ST Copy specification
What information do you need?
Broker turn-key solution
Demo access to the Trading platform
Demo access to the CRM system
Contact with sales manager
By submitting the form, you agree to our
CRM, Client's area and Partner's account for Online trading broker
Manage sales, trading accounts, payments and business processes smartly.
Applicable for Meta Trader 4, Meta Trader 5 and ScaleTrade platform.
Demo access to CRM
Boost your sales
Sales modules will allow your managers to work effectively:
Flash sales module allows you not to lose new customers without a manager.
The calendar reminds the manager to contact the client.
Boards allow the manager to see at what stage the client is, and whether he is ready to make a deposit.
Сlient's information in one click
Extended information about the client with the ability to edit it
on the fly:
Take notes about the client
Do tasks for the client
Check client's documents
Manage client's financial transactions
Interact with the client through the ticket system
Monitor and manage trading accounts
Full integration with the trading platform.
Opening accounts automatically and manually
changing client groups
accruing and debiting balances
state of the account balance
Turn on payment systems
Built-in payment module allows you to receive and send customer transactions
Dozens of pre-installed connectors to payment systems
Ability to integrate a new payment system
Auto currency conversion to the deposit currency
Role management and limited access
The system of roles and accesses will allow you to create certain positions in the CRM.
System of access to sections for reading and changing
Desks with a recruitment of workers and a limited vision of customers
Protection of information from quick copying on the client card
Grow fast with the IB module
Create custom affiliate programs using the constructor.
5 reward types: Volume, Turnover, Commission, Revenue, Deposit
The ability to make hidden programs
High-quality analytics will allow you to make management decisions
Control the number of users, registrations, deposits, withdrawals, actions of managers and much more
Client's area with seamless platform integration
Convenient client interface sections Profile, KYC process, funding, customer support
Replenishment of the account and withdrawal of funds using a convenient interface of the payment module
Joining the affiliate programs of the broker, affiliate link, accounting for reward
Logging of all actions, online tracking, password change and other settings
Direct customer support through a ticket module with the ability to set topics for a ticket
Built-in KYC system that allows you to provide the necessary information without leaving the Client's area.
Support web, web mobile, windows, mac os, Android, iOS.