Scale Your White-Label Brokerage With Compliance-First CRM
Convert more leads, retain clients longer, and manage your growing team—all from a single, secure dashboard.
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See It In Action
CRM Interface Overview
Experience the power of our lead management dashboard. Track contacts, manage your pipeline, and convert leads with real-time insights.
Lead Management Dashboard
Track, qualify, and convert leads from start to finish
Pipeline Overview
Today's Activity
Build-in compliance
Stay on top of regulations. Handle KYC, data protection, and access controls without a second thought about compliance.
Bank-grade security
Keep client data safe with enterprise-level protection, from encrypted communications to secure storage.
Single source of truth
Everything happens here. This CRM is all you'll ever need. Manage your leads, clients, and teams—all in one place.
Real-time analytics
Track lead conversion and client activity in real-time. Monitor team productivity and revenue metrics as they happen.
Increase Lead Conversion
Track, qualify, and nurture leads from start to finish. Understand lead behavior and follow progress across the sales pipeline.
Lead Tracking
Don't lose any deal to data mismanagement. Turn fragmented lead data into a unified sales pipeline.
Contact Directory
Track your leads from acquisition to conversion. Organize lead data in one place for easy access.
- •Keep data accurate. Enrich lead profiles with custom fields.
- •Search lead data. Filter by deal value, sales stage, or owner.
- •Share lead data with role-based access controls.
Lead Summary
Analyze lead behavior in real-time. Get a timeline of lead actions, interactions and updates.
- •Capture your lead activities with zero manual input.
- •Archive emails for context and future reference.
- •Track call duration and frequency to improve contact quality.
- •Turn lead insights into notes using custom templates.
- •Create and assign tasks with due dates and priority levels.
Sign-up Codes
Generate unique signup codes. Eliminate attribution confusion and track lead acquisition.
- •Track registrations in real-time on the client platform.
- •Connect each signup to lead profiles for easy identification.
- •Route signups to their deal owner for clear attribution.
- •Use sign-up codes to track and analyze lead activity.
Lead Nurturing
Build connections and guide prospects through the funnel with personalized, multi-channel engagement.
Qualification System
Use qualification tags to identify opportunities. Prioritize leads based on their buying interest.
- •Simplify lead qualification with 5 tags for tracking interest.
- •Filter leads by qualification tags to prioritize follow-ups.
- •Identify qualification trends to refine your sales strategy.
- •Trigger follow-ups based on status, tasks, or calendar events.
Integrated Calls
Make calls directly within the CRM and keep records via VoIP integration.
- •Avoid app switching. Call directly from lead profiles with 1 click.
- •Automatically record call duration for easy tracking.
- •Access updated call scripts tailored to lead qualifications.
- •Enable managers to join calls discreetly and provide assistance.
Email Sequences
Nurture leads at scale. Send personalized email sequences based on lead qualification.
- •Access templates to build personalized email sequences.
- •Track open, click, and response rates for engagement insights.
- •Trigger email sequences based on status, tasks, or calendar events.
Messaging Channels
Engage leads on their preferred channels, while keeping a unified conversation history.
- •Send and receive WhatsApp messages directly from the CRM.
- •Create and schedule SMS campaigns from the CRM dashboard.
- •Route messages through predefined sequences or if/else logic.
- •Record and track all communication in one unified panel.
The Manager View
Sales Reporting
Track progress from lead acquisition to deal closing. Monitor performance and highlight opportunities in one dashboard.
Sales Analytics Dashboard
Real-time visibility into team performance and pipeline health
Conversion Funnel - This Quarter
Top Performers
Geographic Distribution
Communication Activity
Real-Time Performance
Monitor new contacts and conversion rates in real time with clear indicators.
- •See live conversion rates to identify bottlenecks.
- •View performance indicators for interactions.
- •Access instant pipeline health metrics.
Geographic Expansion
See where your leads come from. Map trends and plan for market expansion.
- •Analyze lead distribution by state and city.
- •Identify opportunities in specific areas.
- •Compare market penetration across territories.
Agent Performance
Assess agent productivity with metrics on lead handling, tasks, and conversions.
- •Track individual agent conversion rates.
- •Monitor agent metrics, like calls, emails, tasks.
- •Compare team member performance metrics.
Communication Tracking
Evaluate lead interactions across all channels. Focus on engagement and response quality.
- •Track email, phone, and WhatsApp interactions.
- •View response rates across all channels.
Pipeline & Sales Analytics
Refine your sales pipeline with actionable insights on deal speed and win/loss ratios.
- •Track deal progress to find bottlenecks.
- •Monitor win/loss ratios for better assessment.
- •Analyze deal speed to shorten cycles.
- •Track revenue to monitor financial health.
Customizable Dashboard
Build custom reports with filters. Generate insights on lead sources and conversions.
- •Build focused reports using a single data point.
- •Create reports with cross-referenced data.
- •Set specific property filters to refine insights.
- •Choose the type of chart to visualize your data.
Retain Clients Longer
Turn customer relationships into long-term business partnerships. Anticipate needs and deliver exceptional service at every stage.
Client Profile
Centralize client data in one place. Create a document repository. Record client actions and interactions to generate insights.
Account Overview
Get a clear view of your client's journey with a data-rich account profile.
- •Create detailed client profiles with custom fields and tags.
- •Securely store and organize client documents for easy access.
- •Track all interactions and maintain a communication history.
KYC Protocols
Guarantee full compliance and mitigate risks with Know Your Customer (KYC) protocols.
- •Create and send a compliance form to new clients.
- •Collect and verify client identity information.
- •Track and store KYC documentation securely.
- •Monitor client risk profiles based on KYC data.
- •Update client information to ensure ongoing compliance.
Financial Operations
Manage the financial configurations of your client. Maintain compliance and simplify operations.
Trading Parameters
Set and customize trading parameters to provide tailored experiences for your clients.
- •Configure trading parameters like leverage and margin.
- •Adjust leverage by client experience and risk tolerance.
- •Customize spreads, commissions, and swap rates.
- •Set risk controls like stop-out levels and trade limits.
Revenue Tracking
Track revenue from client activities and identify growth opportunities.
- •View real-time commission earnings from client trades.
- •Generate reports on revenue sources and client contributions.
Billing Management
Manage funds and billing effortlessly for error-free client experiences.
- •Automate invoicing based on client activity and schedules.
- •Track deposits, withdrawals, and transfers for accurate billing.
- •Support multi-currency transactions for international clients.
- •Set transaction fees, overnight charges, and maintenance costs.
Financial Analysis
Review client financial performance. Identify risks and optimize growth strategies.
- •Assess client profitability to prioritize high-value relationships.
- •Track metrics like client lifetime value and revenue per user.
Client Support
Deliver great support to increase client satisfaction. Solve issues fast and get clients to trust you more.
Ticket Management
Simplify client support management by centralizing tickets and automating workflows.
- •Manage support requests quickly from one dashboard.
- •Assign tickets to the right team using smart routing.
- •Monitor and meet response time with SLA tracking.
- •Use templates to standardize responses for common issues.
Knowledge Base
Build a self-service support hub to help clients and teams find answers or solutions.
- •Organize support documentation in a library.
- •Quickly find solutions with intelligent search.
- •Track updates and changes with version control.
- •View most-popular content via an external app.
Manage Growing Team
Manage team performance with advanced tracking tools. Oversee activities and monitor progress.
Staff Administration
Simplify HR operations with tools for attendance, leave tracking, and secure document storage.
Hierarchical Management
Organize teams across countries and offices. Maintain a clear structure for supervisors.
- •Create team hierarchies with regional supervisors.
- •Scale multi-jurisdiction operations with local autonomy.
- •Maintain a global outlook over local governance.
- •Access performance by region, office, or hierarchy.
Attendance Register
Track and record employee work hours for better accountability and accurate payroll.
- •Monitor daily attendance and clock-in/out times.
- •Generate reports to view work hour trends.
Shifts Management
Create and handle employee shifts with flexible schedules to keep your team productive.
- •Assign shifts tailored to team availability and business needs.
- •Automatically notify employees of their assigned shifts.
- •Resolve conflicts with built-in alerts for overlapping shifts.
Absence Management
Track employee leaves and approvals to ensure consistent workforce availability.
- •Allow employees to submit time-off request through the CRM.
- •Approve or reject requests with a clear view of team availability.
- •Generate reports on absence trends to improve planning.
Document Management
Securely store and organize employee contracts, IDs, and other sensitive documents.
- •Upload and categorize documents for organized storage.
- •Control access to sensitive files with role-based permissions.
- •Track document expiration dates and get renewal reminders.
Performance Analysis & QA
Supervise team operations and interactions with live tracking and performance insights.
Call Logs
Monitor client interactions with detailed call records to support training and quality.
- •Track telecom activities and durations.
- •Monitor call quality with analysis tools.
- •Store call recordings for easy retrieval.
- •Measure call efficiency with metrics.
Telecom Costs
Oversee telecom expenses by employees, regions, and call duration.
- •View territorial distribution of calls.
- •Break down employee call metrics by country.
- •Track costs per call and per employee.
- •Analyze call duration metrics.
Activity Monitoring
Supervise and document team workflows on the platform for greater transparency.
- •Monitor platform usage and actions in real time.
- •View individual and team activities under user analytics.
- •Break down activities by country to evaluate contributions.
- •Keep detailed activity logs with audit trails.
QA Monitoring
Monitor call quality in real time with supervision tools for guidance and intervention.
- •Gain team-wide visibility into current activities.
- •Join calls silently to listen to the conversation.
- •Guide the agent without the client hearing.
- •Use the control button to disconnect a call.
Best Practices
Guarantee compliance, reinforce best CRM practices, and protect client data.
- •Set up restrictions so employees can't view client data.
- •Set permissions to prevent data edits.
Integrate With Your Tech Stack To Support Your Daily Workflows
Trading platforms
- MetaTrader 4
- MetaTrader 5
Payment Gateways
- Stripe
- Astropay
- Agile 4 Pay
- Sqala Pix
- Now Payments
- Payop
- Match 2 Pay
KYC Verification Services
Connect with leading KYC providers for automated verification
Access +25 Languages
English, Spanish, Portuguese, French, German, Dutch, Italian …
FAQ
What is a CRM for white-label brokers?
A CRM for white-label brokers is a customizable software platform designed to manage sales pipelines, client relationships, and team operations for brokerage firms.
How can I guarantee compliance with client data security?
Our platform offers built-in compliance features, including role-based access controls and customizable restrictions, ensuring that only authorized personnel can access or edit sensitive client data.
Do I need technical skills to use these tools?
No technical skills are required. Our platform is designed for business operators, not technicians.
How can I track employee performance?
With features like QA Monitoring and Performance Analysis & QA, you can monitor real-time call quality, review agent performance, and get live insights into employee activities.
What integrations does your platform support?
Our platform supports integrations with leading trading platforms like MetaTrader 4 and 5, payment gateways such as Stripe, Astropay, Agile 4 Pay, and KYC verification services to streamline your daily workflows.
Do you provide support to set up the CRM?
Yes, we provide dedicated support throughout the setup process and ongoing operation, including technical setup assistance, team training, and continuous technical support.
Ready to Scale Your Brokerage?
Start converting more leads and retaining clients longer with our compliance-first CRM.
Book a Demo Today