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Staff CRMEvery plan

Leads, clients, KYC and payments in one CRM for your desk

Your sales and retention teams work from one record per client: accounts, money, trades, documents, calls and notes, with live equity from the terminal. Roles keep every agent to their own book.

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Your BrandCRMSearch clients, leads and ticketsSample data

Leads

LeadCampaignSourceOwner
Sample Lead AJust nowCampaign AWebsite formUnassignedSalesAssign
Sample Lead B8 min agoCampaign BImportSales
Sample Lead C21 min agoCampaign APartner linkSales
Sample Lead D46 min agoCampaign BWebsite formSales
Sample Lead E1 h agoCampaign AImportSales
Sample Lead AWebsite form, Campaign A
StatusInterested

Statuses you name yourself

OwnerSales
CallbackTomorrow, 10:00

Sample data and sample clients. Your Brand stands for your own name and logo.

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One record per client, from first call to retention.

Pick a part to see it. Every name and figure here is sample data.

Your BrandLeadsSample data
Import
LeadSourceStatusOwner
Sample Lead ECampaign AWebsite formWebsite formNewUnassigned
Sample Lead ACampaign APartner linkPartner linkInterestedSales
Sample Lead BCampaign BImportImportCalledSales
Sample Lead CCampaign BImportImportCall backSales
Sample Lead DCampaign AWebsite formWebsite formNot interestedSales

Import finished. Two rows were skipped, each with its reason.Download the list

Your BrandClientsSample data
Sample Client AAccount 100009, Standard
Balance$25,703.50
Equity Live$25,905.84
Lead statusFunded

Statuses you name yourself

DeskRetention
KYCApproved
Last sign-inToday, 09:12
  1. Lead from your website formAssigned to Sales
  2. Call logged, InterestedCallback set for tomorrow
  3. KYC approvedID and proof of address checked
  4. First deposit approvedBank wire, by the retention desk
  5. First trade, XAUUSDBuy 0.01 lots
Your BrandKYC reviewSample data
Sample Client AAccount 100009, StandardVerified
  • ID frontApproved
  • ID backApproved
  • Proof of addressApproved
  • SelfieApproved

Withdrawals open once verified

Your BrandPaymentsSample settings
Withdrawals need approvalSwitch it off and they go through instantly
Bank wire depositsChecked by your team before they creditReview
Crypto checkoutCredited when paidAutomatic

Pending withdrawals 1

Sample Client B100014, Bank wire$400.00Approved
Sample Client D100030, Crypto$1,200.00Approve

Every approval is recorded with who approved it and when.

trade.yourbrand.comSample data
Your Brand
The partner portal in your trader app: earnings, referred clients and commission per lot, sample data
Total earned$421.02Sample data
  1. Sample Client D2.00 lots, Level 1+$4.00
  2. Sample Client C0.50 lot, Level 2+$0.50
  3. Sample Client B1.00 lot, Level 1+$2.00
yourbrand.com/r/1042
Your BrandClientsSample data
Sample Client AAccount 100009, Standard

Execution

Execution: Cover after fill. This client's trades are covered with your liquidity provider.

SpreadAccount type default
LeverageAccount type default

Trades today

  1. Buy0.01 XAUUSDFilledKept in-house
  2. Sell0.02 EURUSDFilledCovered after fill

Sample client and sample trades.

Your team

Every agent on their own book, from the first call to retention.

Admin, manager, sales manager, retention and sales roles. A lead an agent adds waits for a manager, an approved sale moves to retention, and staff get an alert when a client falls into margin call or signs in.

  • 5staff roles, from admin to sales
  • 4KYC documents, each approved on its own
  • 5IB rebate levels at most, paid per lot
  1. 01Sales

    A sign-up lands

    Website sign-ups arrive new and unassigned. The agent calls, logs the outcome and sets a status you named.

  2. 02Manager

    A manager approves

    A lead an agent adds is checked for duplicates, then waits for a manager. So does a sale marked Converted.

  3. 03Handoff

    Sales hands on

    An approved sale leaves the sales team for Ready for retention, where an admin assigns a retention agent.

  4. 04Retention

    Retention keeps watch

    Staff get an alert when a client falls into margin call or signs in. Every sensitive action is logged.

Sample data and sample clients.

Also in the staff CRM

For your whole desk. The plan card shows which plan includes what.

Your BrandLead importSample data
FileStatus
Sample leads, OctoberJust nowTo assign to assignAssigned to SalesAssign

Sample data.

  • Spreads and leverage

    Spreads and leverage are set per account type. Spreads can be overridden for a single client or a single account, and leverage for a single account, so a VIP desk and a cent account can sit side by side.

  • Call centre

    Log every call with outcome and notes, see daily call activity per agent, and keep the follow up queue moving.

  • Password vault and audit

    Encrypted credential management with role based reveal and an activity log entry for every sensitive action.

  • Client chat

    A support chat between clients and their account manager, built into the terminal with staff notifications in the CRM.

  • Bonuses and promotions

    Deposit bonus campaigns with non withdrawable credit that is tracked separately and can be revoked.

  • Desk briefings and client briefs

    AI briefings across the book for your team, and a brief on each client that summarises the relationship before an agent picks up the phone. On Growth and Enterprise.

Common questions

Anything else? Our team answers 24/7.

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Can an agent see clients that are not theirs?

No. Sales and retention agents are scoped to their own assigned book. Managers and admins see wider views according to their role.

Can we import our existing leads and clients?

Yes. Lead import is built in, and client migration is part of onboarding.

Does money move instantly or only with approval?

You choose. Deposits through the online checkout credit as soon as they are paid, bank wires wait for your team's review, and withdrawals go through instantly or pass your approval queue.

Can we keep some clients in-house and cover others?

Yes. You choose per client in the CRM: keep a client's trades in-house on your own book, or cover them with your liquidity provider, and switch whenever you like.

See the whole platform. Free for 14 days.

Get demo logins for the CRM and the trading terminal, or book a live walkthrough with our team.

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