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Supercharge Your Sales with Our Sales Modules

  • Our Sales Modules Empower Managers for Enhanced Productivity.
  • The Flash Sales Module Prevents Customer Losses Without Manager Intervention.
  • Our Calendar Feature Sends Timely Client Contact Reminders to Managers.
  • Interactive Boards Provide Managers with Client Progress Insights and Deposit Readiness Assessment.
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Effortless Access to Client Information

  • Comprehensive Client Profiles with Real-Time Edit Capabilities.
  • Effortlessly Record Client Notes.
  • Manage Client Tasks with Ease.
  • Streamlined Access to Client Documents.
  • Efficiently Handle Client Financial Transactions.
  • Seamless Client Interaction via Ticket System.
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Monitor and Management of Trading Accounts

  • Seamless Integration with the Trading Platform.
  • Automatic and Manual Account Opening.
  • Flexible Client Group Adjustments.
  • Accurate Balance Accruals and Debits.
  • Real-time Transaction Monitoring.
  • Instant Access to Account Balance Status.
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Role Management and Controlled Access

  • Streamlined Role and Access System for Customized CRM Positions.
  • Precise Section Access Control for Viewing and Modification.
  • Workspace Setup with Controlled Employee Recruitment and Restricted Customer Visibility.
  • Safeguarding Client Card Information against Swift Copying.
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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.
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Have More Questions?

Feel free to share your specific case with us. Describe your needs, challenges, or objectives, and we'll provide you with the most accurate and tailored advice to address your unique situation. We're here to assist you in making informed decisions and finding the right solutions for your business.

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