CRM Functionality for Brokers

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API for Integration with CRM

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Trading platform
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IP telephony
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Lead generators
Welcome to our automated customer contact management solution! Our advanced API protocol streamlines your interaction with customer contacts obtained from advertising sources. This API protocol seamlessly integrates with lead generation contractor systems, enabling real-time lead reception and efficient transfer of lead processing status to the ad traffic provider. Moreover, our CRM system is seamlessly integrated with IP telephony, allowing you to make calls directly from the platform and effortlessly store call records with clients.

Customer development and retention

  • The trader's card contains full investment and trading, personal and working information on the trader.
  • The Screensharing feature allows a client to split the screen with a sales manager and get help with running the platform.
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Reports

  • Informative reports
  • Stages and statuses of work with clients.
  • Clients' investment amount.
  • The effectiveness of landing pages.
  • Operating results of a department or a particular manager.
  • Report in the context of
  • Financial performance of the business.
  • Sales funnels.
  • A manager.
  • Units or a traffic source.

Data security

  • Two-factor user authentication with device bounding feature.
  • Each CRM user gets access to the database following their user rights.
  • A mask protects customer contact information. It is not displayed in the table without an additional click, making it impossible to provide a bulk copy of the database from the user's computer screen.
  • A user database is protected by special encryption protocols at the software level, securing user data even if a database is copied.
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