Customer’s relationship

Customer’s table;Table of customers with the possibility of mass actions, export, import of customers and perform quick actions on clients. General customer information (Client’s card);Section with basic information on the client, on the client's accounts, notices, client settings, task board, the ability to make VoIP calls. Client’s accounts;General information on customer trading accounts with the ability to create a new account Finance;Client financial transactions (deposits- withdrawals) with the ability to create a new transactions Documents;Client KYC checks with the ability to create a new KYC check Parntership (IB);Affiliate programs that clients have joined Rewards (IB);Table of rewards that were paid to this client Affiliates (IB);Table of clients attracted by this partner Trace;Recording user actions, such as authorization, password change, deposit, sending documents, trades and others

Trading accounts management

Accounts table;General table wih information on trading accounts with the live PnL live update Account’s transactions;Trading account information - financial transactions (deposits, withdrawals) with the ability to create a new transaction Open orders;Table of open positions by account with Life update Pending orders;Table of pending positions by account History orders;Account position history table

Finance management

Transaction table for all accounts;General table of financial transactions (deposit-withdrawal) with the ability to perform quick actions

Documents management

General KYC table with customer checks;Table with information on document checks with the ability to perform quick actions on checks

Sells features

Task management;Creating tasks for clients by managers Notes;Creating notes for clients by managers VoIP;Ability to make calls to a client with a recording of conversations (available in notes) Calendar;Task calendar for manager Board;Manager's board with sales statuses for each customer Funnel;Table of new customers who do not have an attached manager

Dashboard

General CRM statistics;The total number of customers, accounts, deposits, withdrawals Deposits statistic;Deposit statistics by days and amounts Withdrawal statistic;Withdrawal statistics by days and amounts Exposure close;General information on closed positions, taking into account the volume and symbol Exposure open;General information on open positions, taking into account the volume and symbol Lots per day;Total trading volume by symbol Clients’ map;World map with countries of registration of clients and the number of clients from these countries

Settings (managers, payments, IB, VoiP etc.)

Managers;Table of managers with ability to add a manager or change the role of a manager Roles;Management of roles that are granted to managers with restrictions on sections and visibility on desks Groups;Managing client groups in the client platform Desks;Management of desks (departments) with the appointment of a supervisor Compliance;Managing the rules of KYS checks - surveys and documents Cashier (payment gateways);Connection of payment gateways. Completed integrations: IQPay, GumplePay, Wires, AdvCash, Stripe, Cryptocurrency payment, Stripe, + possibility of additional integration IB Programs;Affiliate program setup: 5 types of affiliate programs with unlimited sub-levels Sales pipeline;Manage sells statuses of customers to rotate customer cards by Board Mailer;Service mailing management. Creation of templates for service mailing. SMTP mailing setup. Ready for integration with SMTP services: Mailgun, Amazon, Mandrill, Sendgrid, Postmark, Custom SMTP VoIP;Setting up IP telephony with ready-made integrations: Zadarma, Getvoip, Nextiva, Commpeak, Possibility to add another provider Workflow;Setting up automatic processes for the CRM system by triggers. Ready-made triggers for launching automatic actions: Customer registration, Desk update, Manager update, the ability to add more triggers.