CRM & Back Office
Run your brokerage from one dashboard
Sales, retention, finance, KYC, compliance, support, marketing, and operations — every team works from a single admin console with role-based access, AI assistance, and no-code automation.
Built for scale, designed for speed
Everything your brokerage operations team needs — in one unified console
CRM Modules
Sales, retention, finance, KYC, compliance, support, marketing, and operations — every workflow covered
Custom field types
Text, number, date, dropdown, checkbox, formula, and beyond
Automation triggers
Event-driven workflows that run without manual intervention
Navigation areas
Role-based menus that surface only what each team needs
Operations
Every workflow, one console
From lead capture to compliance sign-off — manage the full client lifecycle without switching tools.
Lead & Client Management
Smart filters, Kanban pipelines, duplicate detection, 50+ data-point profiles, and full activity timelines.
Finance Operations
Deposits, withdrawals, credit management with approve/reject flows, 2FA gates, and real-time tracking.
Trading Supervision
Monitor positions, pending orders. Edit, close, reopen, lock, and force-close with full logs.
KYC & Compliance
Document queue with approve, reject, resubmit workflows. Configurable types with enforcement rules.
Intelligence
Automate the repetitive, focus on the strategic
Built-in messaging, workflow automation, and AI assistance so your team spends less time on admin.
WhatsApp & Live Chat
WhatsApp Business inbox with templates. Agent chat queue with canned responses and session stats.
No-Code Automation
Visual workflow builder with 15+ triggers, 12+ conditions, and 8 action types. Auto-assign, alert, enforce.
Full Customization
9 custom field types, drag-and-drop layouts, saved views, column controls, and per-tenant branding.
AI Assistant
Contextual AI across every module — draft replies, surface insights, suggest next actions automatically.
Ready to launch your brokerage?
We handle the infrastructure so you can focus on growing your brand.