Built-in CRM for sales & retention
A complete broker CRM ships in the box. Capture leads from your landing pages, a
white-label onboarding page, CSV/API import — or pull existing trading accounts in as
leads, filtered by group. Provision a live trading account straight from a lead card.
Run the whole client lifecycle: Sales → Retention desks, lead scoring & auto-assignment,
drip campaigns, tickets with SLA, KYC/AML surfacing, in-CRM deposits/bonuses, and a
dashboard of conversion, FTD-rate and per-agent KPIs.
One set of Team accounts (Admin · Manager · Sales · Retention · Compliance
· IB) runs every panel, with role-based access and one-click switching between Admin,
Manager and CRM.
📥 Leads: landing, onboarding page, CSV/API, account import
🗂️ Pipeline + desks, scoring, round-robin auto-assign
✉️ Email/SMS templates, drip & trigger campaigns, A/B
🛡️ KYC/AML flags, per-client risk, compliance queue
📊 Analytics dashboard + agent KPIs
🔀 Role-based Team accounts, switch panels without re-login