Demo access
Presentation

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 CRMProduct specification
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
  • monitoring transactions
  • 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
  • Unlimited sub-levels
  • 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
Funding
Replenishment of the account and withdrawal of funds using a convenient interface of the payment module
IB area
Joining the affiliate programs of the broker, affiliate link, accounting for reward
Security settings
Logging of all actions, online tracking, password change and other settings
Support
Direct customer support through a ticket module with the ability to set topics for a ticket
KYC
Built-in KYC system that allows you to provide the necessary information without leaving the Client's area.
Cross-platform
Support web, web mobile, windows, mac os, Android, iOS.