CRM System Features
Lead management
Streamlining Lead Management
Automatic addition of leads to the CRM system from sales funnels. After replenishment, leads are entered into a two-tier table for convenient management.
Seamless Communication Integration
IP telephony and Chat are integrated into the system to provide easy access to communication with customers.
Never Miss a Beat
A calendar with a schedule of calls and events will help managers not to miss important moments. They can customize notifications for their needs.
Permissions
Customer data is secure, and information access settings regulate roles and capabilities for managers, administrators, team leaders, and agents.
Empowering Your Business
Enhanced Security and Transparency
Finance and KYC section for user verification and quick access to detailed information about them.
Empower Your Team
The trading section, in which your team can manage the client's finances, configure Orders, Autotrading, Stop loss and Take profit.
Comprehensive Client Management
Client cards, which contain Trading accounts, Deposit / Withdrawal history, Documents, Activity history, Withdrawal methods, Trade history, Open orders.
Email Templates
We have prepared sample letters for all stages of interaction: information about connection, special offers, confirmation of transactions and withdrawal of funds.
Advanced tools
Efficiency Boost
To optimize the work of managers: creating teams and assigning team leaders and heads. Statistics section with data on advertising and activity of CRM users.
Tailored Access Control
You can configure access to the activity history of CRM clients, their pages and data. The information can be open to everyone or depending on the role (client, manager, team lead).
Enhanced Platform Features
The platform has an email newsletter designer, two-factor authentication, the ability to set a local password, statuses (new client, will call back), currency (type and country), brand (name and link).
