CRM Version Release Notes
Updated on 23 May 2023
We're thrilled to share that our latest release includes full integration with SumSub, an all-in-one KYC verification platform that can help catch fraudsters and ensure your business meets compliance regulations worldwide. With this new integration, you can enhance your KYC and due diligence checks on clients, giving you peace of mind that your business is secure.
In this new release, we are excited to announce the addition of a new application, the AI Editor, to our CRM marketplace. This application is designed to help you create stunning email templates and custom client pages with ease. In addition, we have incorporated activity logs for your clients and potential leads. This will allow you to keep track of their progress and stay up to date with their current status.
Our this release includes a seamless integration of AirCall with our CRM. AirCall is a cloud-based phone system and call center that makes phone support a breeze. Now, you can effortlessly call your clients directly from the CRM and provide real-time support to address any issues they may have, thereby strengthening your customer relationships. Additionally, we've made optimizations to the Clients & Leads Details Page, presenting you with a comprehensive overview of all your clients' and leads' activities in one convenient location. This update is designed to enhance your experience and streamline your workflow, enabling you to provide exceptional customer service.
In this release, we have optimized the Progressive Web Application (PWA) for your CRM Client Portal to be now available on mobile. Your clients will be able to install the CRM client portal as a mobile application, providing them with an enhanced user experience. Furthermore, enhancements have been made to the automatic deposit function, allowing you to manage your clients’ deposit operations more efficiently.
In this new release, we have launched the Progressive Web Application (PWA) for your CRM Client Portal. Your clients will be able to install the CRM client portal as a desktop or mobile application, providing them with an enhanced user experience.
In this release, you can now create multiple KYC forms and customize the fields to cater to different KYC requirements. This allows your onboarding process to cover a full spectrum of KYC requirements for different client types (e.g. corporate or retail clients) and jurisdictions.
In this release, we have added 4 new email design templates for you to choose from - geometric, minimalist, vivid and formal. Select your preferred email design, apply it to all emails and improve your corporate branding now!
In this release, we have added automatically generated system tags to the CRM, providing you a comprehensive overview of your clients at a quick glance. Furthermore, the filtering option has been optimized, allowing you to search and filter for clients more efficiently.
In this release, a new task function has been added allowing you to create tasks, assign tasks to the respective teams and view task statuses. This allows your team to better manage clients’ requests, follow up on them more efficiently and improve customer relationship. Furthermore, the client portal dashboard has also been enhanced to provide your clients a more comprehensive overview of their accounts.
In this release, a new tier upgrade function has been added, allowing you to set promotion criteria for your traders and IBs, and have them automatically upgraded to the next tier. Furthermore, you can setup daily deposit timeframes to better manage your operations and provide descriptions of your online deposit methods to your clients. Files uploaded by you on the KYC configuration module will now be shown on the CRM portal without clients having to download them. Depending on your business requirements, this new release also provides you the ability to restrict report timeframes that your clients can view or download.
In this release, a new ticketing system has been added to your CRM to facilitate your customer service operations and improve customer relationship. Your clients will be able to submit enquiries via tickets, and you can easily track and manage them on your CRM. This function allows you to assign your tickets, track ticket statuses and resolve your client’s issues more efficiently. Furthermore, you can now customize multiple exchange rates for the same currency for different client groups now. Read on to find out more!
In this release, you can now add tags to your clients and leads to provide a comprehensive overview of their profile and status. Customize your own tags, color code them and allow your team to understand all account profiles at a quick glance. Optimizations have also been done to clients and leads details to enhance readability of data. Read on to find out more!
In this new release, you can now enhance your corporate branding by customizing your CRM portal to your own style preferences and upgrade the look of your emails by applying our pre-built email design templates. Other optimizations have been done to improve data analytics and streamline your operations. Read on to find out more!
In this release, we are excited to present to you ChillPay as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with ChillPay, which supports internet banking, mobile banking, debit and credit card payment, any many more. Open up a new deposit stream for your clients by registering and setting up ChillPay on your CRM now!
The notifications module has also been enhanced, allowing you to customize visibility permissions on all notifications and to reverse pop-up notifications sent to your clients. Bank card is also newly added into the KYC configuration module allowing you to customize your KYC process to suit your business needs.
In this release, we are excited to present to you PayPal as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with PayPal, debit cards and credit cards, giving your clients a more comprehensive and efficient fund deposit experience. Open up a new deposit stream for your clients by registering and setting up PayPal now!
In this release, enhancements have been made to multiple CRM modules to streamline your operations. You will now receive prompts for duplicated passport or identification numbers of your clients, allowing you to conduct efficient client due diligence and KYC. Commission rebates will now be paid out to “close by” trades, covering the full suite of trading styles available on MT4 and MT5. Account types are now viewable from the client dashboard, providing your clients a more comprehensive overview of their trading accounts.
The mobile user interface has also been optimized, allowing you and your clients to easily distinguish the different statuses of multiple requests. You can now better manage and operate your business remotely!
In this release, the leads module has been enhanced for you to better track the progress of your leads and manage your leads operation more efficiently. Explore this function now to increase your leads conversion rate!
A new bank card approval function has also been launched for you to monitor and control your company’s incoming and outgoing funds. Utilize this function to comply with third party payment restrictions and other regulatory requirements for your company.
We are excited to launch a new bonus function on our CRM Marketplace. At only USD 200 per month, you can now create campaigns, customize payout criteria and reward your clients with bonus funds to trade more with you. Subscribe now for a 3 months free trial to explore the new bonus function.
In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.
In this version, customers can now obtain the required information through open API.
Last modified 12d ago