Multi-Assets Industry
CRM for Brokerages & Exchanges
A leading CRM for brokerages to manage KYC, trading accounts, deposit & withdral, etc., and provide maximum flexibility for brokerages to customize or self-define its referral & commission rebate mechanism.
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Self-define Marketing
We aim to provide a self-defined, flexible and streamlined rebate system for brokerages.
Optional marketing modes
Everyone is a promoter and easy to maintain if select mode 1, whereas mode 2 only rebate to IB users and has maximum flexibilities.
Multiple rebate scenarios
Not only support trading rebate, but also commission rebate, and even deposit rebate. You can diversify rebate senarios at the same time.
Customize rebate levels
Customize the number of promotion rebate levels according to your business needs, and you can add more levels whenever you want.
Constraints for rebate rules
Set constraint conditions for every rebate rule, such us MT groups, trading symbols, or account tags.
Flexible budget for every level
The budget for every levels can be set differently to provide the greatest flexibility for brokerage marketing.
Time interval of trading position
Set time interval between opening and closing positions to control rebate for high-frequency trading or toxic flows.
Equal and surpass rebate
The rabete level of a sub IB can equal or surpass his superior's in order to facilitate business competition.
Credit bonus for deposit
The deposit amounts up to a specific line you set during a specific period, credit bonus will be triggered, and deducted if withdraws.
Bonus for trading lots
The trading lots up to a specific line you set during a specific period, corresponding bonus will be triggered.
Advertising activities
Create advertising banners for specific roles on the user portal and point to the corresponding pages to implement your marketing strategies.
Redemption of points mall
Selfde-fine how points generated in terms of deposit, trading, referral etc. Upload commodities and its redemption points needed.
Manage Customers
Tools or modules to manage customers and their operations promptly and efficiently.
KYC for different languages
The KYC contents for different countries, regions or languages can be different to cater to specific local market.
Customers Classification
Set multiple roles for customers and will be convenient to manage differently, e.g. direct client or IB client.
IB and rebate management
Review IB applications, and set role, level, superior, rebate rule, commission account etc.
Tree-map and clients range
A tree-map intuitively display the relationship between clients, and client's range in terms of subordinates and superiors.
Follow up and reminder
Convenient to write notes in a time line for sales representatives or customer service when follow up potential customers.
Methods of Sending msg
Support e-mail, SMS, ticket, telegram bot, livechat, internal msg and popup msg, etc.
Multiple payment channels
Manage payment channels for clients. Bank transfer, wire transfer, crypto transfer and third party payment service providers etc.
Monitor market activities
Help promotors monitor and manage the effect of promotion links. e.g. links clicked, clients registered, account applied.
Enhanced account security
Provide multi-identity verification (MFA), security freeze duration, anti-phishing codes and account security activity logs to enhance account security.
Control Workflows
Internal control modules to help you strengthen business stability and profitability.
Division of responsibilites
Set administrator roles for employees and separate their operation permissions. e.g. accountant and customer service.
Multiple review mechanism
Multi-reviewers can be set for KYC, deposit, withdrawal etc. to strengthen brokerage internal management.
Data range control & filter
Set clients data range to isolate access permissions for roles or employees, or filter specific data via clients range features.
Monitor connectivity of MT
Monitor connectivity between CRM and trading platform, alarm notifications will be triggered once errors or disconnect.
Risk Mitigation Assistance
Offer valuable reports to identify P&L and help classify trading accounts. And set rebate constraint to limit high-frequency or toxic flows.
Redundant protection of rebate
The system has redundant option for rebate, you can still rebate once a order didn't rebate due to connectivity or settings etc.
Intuitive cash inflow & outflow
Data charts in dashboard help with monitoring deposit and withdrawals intuitively, and more charts are displayed for decision making.
Designated management
Message sent to designate users, roles and subordinates. Control payment channel, credit bonus, and account type to specific roles etc.
Outbox polling mechanism
Multi outboxes can be added to offload the sending load of a single outbox, and to automatically fill in the gaps when a certain outbox is abnormal.
Freqently Asked Questions
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How does CRM fundamentally operate?
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By adding your manager account to the CRM, you grant read and write permissions, enabling the CRM to dynamically sync trading accounts and tickets from the trading platform, and subsequently construct multi-dimensional models and create a systematic and visual management module.
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What payment methods are supported?
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In addition to bank transfers, wire transfers, cryptocurrency transfers, and PayID transfers, you can also integrate third-party payment systems by following our open API guidelines.
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What should I do if my domain name is blocked?
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We can configure several domain names for CRM so that clicking any of them ultimately directs to the same destination, thereby improving CRM's reliability.
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Can you track the performance of promotions?
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We streamline the promotional impact for each user, not only displaying all subordinate users, direct users, and all subordinate trading accounts, but also tracking the clicks on openings, registrations, and applied trading accounts, etc.