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Back Office

A Complete CRM & Admin Console for Brokerage Operations

Manage every aspect of your brokerage from a single operational workspace — leads, clients, finance, KYC, trading supervision, support, marketing, automation, and compliance. Built for sales, retention, finance, and operations teams with granular permissions and full audit logging.

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CRM Navigation

Six Operational Areas, One Unified Console

Work

Dashboard analytics, follow-up queues, alerts, and operational badges — everything your team needs at a glance.

* Dashboard, Follow-ups, Alerts

People

Leads, clients, and agents with smart filters, saved views, bulk actions, inline editing, and full profile management.

* Leads, Clients, Agents, Teams

Trading

Finance operations, open/closed positions, pending orders, exposure monitoring, instruments, and account type configuration.

* Finance, Positions, Instruments

Communication

Live chat with canned responses, WhatsApp Business messaging, email templates, campaigns, support tickets, and notifications.

* Live Chat, WhatsApp, Email, Tickets

IB / Affiliate

Full partner program with multi-tier commissions, tracking links, promo codes, payout management, and a standalone partner portal.

* Dashboard, Commissions, Programs

Admin

Teams, permissions, IP allowlist, custom fields, automation rules, platform settings, activity logs, and branding controls.

* Permissions, Automation, Settings

Dashboard

Real-Time Operational Analytics

A single dashboard that surfaces every metric your team needs — leads, deposits, trading volume, P&L, online users, and operational queue badges. Configurable date ranges with comparable stats and visual charting for registrations, FTDs, and deposit flows.

Total Leads & First-Time Deposits 01

Track lead volume, FTD count, and FTD amount with date ranges including today, week, month, and custom periods.

Net Deposits & Withdrawals 02

Real-time deposit, withdrawal, and credit metrics with deposits vs withdrawals charting and comparable stats.

Open & Closed Trading Volume 03

Monitor open and closed positions, volume, P&L, commissions, and swap calculations across all clients.

Online Users & Activity 04

See active users, pending deposits, pending withdrawals, blocked registrations, and operational queue badges.

Registrations & FTD Charts 05

Visual analytics for registration trends and first-time deposit conversion over configurable date ranges.

Dashboard Widgets & Sidebar Badges 06

Customizable dashboard widgets with sidebar badges for operational queues — deposits, withdrawals, KYC, and tickets.

Client Management

360° Lead & Client Profiles

Manage every lead and client from intake to retention with smart filters, saved views, bulk operations, Kanban boards, duplicate merge flows, and a full 9-tab client profile.

Table Views

Smart Filters & Views

Saved views, shared views, and column controls let every team member work with a tailored layout. Inline editing and bulk operations speed up daily work.

Profile

9-Tab Client Profile

Overview, Documents, Finance, Positions, Instruments, Marketing, Referrals, Logs, and Settings — all in a drag-and-drop layout with quick actions.

Pipeline

Kanban & Conversion

Kanban boards for visual pipeline management, duplicate merge to keep records clean, and lead-to-client conversion flows with full audit trails.

Actions

Quick Actions

Deposit, credit, email, convert, and password reset — one-click operations available directly from the client list or profile header.

Custom

Custom Fields & Statuses

Extend client profiles with custom fields, configure statuses and sub-statuses per workflow, and build saved filters that combine any attribute.

Documents

Document & KYC Tracking

Upload, review, and approve identity documents. Track verification status per client with configurable document types and expiration alerts.

Ready to see the full client experience?

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Finance, KYC & Trading Supervision

Approve deposits and withdrawals, review KYC documents, and supervise every open, closed, and pending position — all from one console with granular permissions.

Finance Operations

Approve/reject deposits and withdrawals, manual deposit creation, credit operations, approval reason tracking, and 2FA feature flag support for sensitive actions.

KYC & Documents

KYC queue with document review, approve/reject/resubmit flows, configurable document types with ordering, required document control, and KYC-enforced trading rules.

Trading Supervision

Open, closed, and pending positions with edit, close, reopen, lock, and force-close actions. Position modification logs and full export support.

Communication

Multi-Channel Client Communication

Reach clients through live chat, WhatsApp Business, email campaigns, support tickets, and in-app notifications — all managed from the CRM with conversation history, canned responses, and agent queue management.

Live Chat

Real-time client chat with agent session management, queue stats, unread counts, canned responses, and session acceptance/close controls with permissions.

WhatsApp Business

Conversation inbox with contact list, message templates, new conversation creation, real-time sync, and inbound webhook handling — matching WhatsApp Web design.

Email & Campaigns

Email templates with CRUD, campaign management with attribution tracking, send flows, client communication logs, and CRM notification center.

Support Tickets

Client support request flow with ticket list, detail view, reply, assign, status updates, close actions, and export permission support.

No-Code Engine

Automation Rules & Custom Fields

Build operational workflows without developer involvement. Three rule types — workflow (post-event), validation (pre-action), and scheduled (recurring scan) — with 15+ trigger events and 8 action types. Extend CRM data with 9 custom field types, each with visibility controls for tables and profile views.

Visual Workflow Builder 01

Drag-and-drop canvas with trigger, condition, action, delay, and schedule nodes. 8+ ready-made templates for common brokerage workflows.

15+ Trigger Events 02

Deposit approved, trade opened, lead registered, KYC changed, margin warning, stop-out, equity drop, and more — with condition fields across user, event, account, and custom data.

9 Custom Field Types 03

Text, number, dropdown, multi-select, date, checkbox, phone, email, and URL — with visibility controls for leads table, clients table, and profile views.

Scheduled Rules 04

Hourly, daily, or weekly scans that evaluate users against conditions and run actions for matching records. Flag dormant users, tag VIP referrals, or auto-assign by country.

Security, Governance & White-Label Control

Enterprise-grade access controls, full audit logging, and complete branding customization — deploy the CRM as your own product with granular permissions and compliance-ready configurations.

Role-Based Permissions

Page-level and action-level permissions with default role synchronization, per-agent overrides, effective permission views, and one-click permission reset.

Access Controls

IP allowlist with add/update/delete, two-factor authentication, geo restrictions for registration, VPN/proxy blocking, feature flags for sensitive operations, and safe-mode controls.

Audit & Activity Logs

CRM activity log, client logs, position modification logs, automation execution logs, communication logs, and login/session context with IP and user agent metadata.

Complete Branding Control

Upload logos for CRM sidebar, login screen, and compact icon. Runtime branding ensures every operator sees your identity — never the platform vendor's.

Configurable CRM Experience

Custom statuses, sub-statuses, document types, profile layouts, saved views, shared views, and custom fields — adapt the CRM to any brokerage workflow.

Multi-Language & RTL

6 languages with full RTL support. Control allowed languages per account type with CRM translation management and calendar localization.

Ready to Streamline Your Brokerage Operations?

Get a personalized demo and see how OMTech's back office gives your team a complete CRM, finance console, and compliance workspace — all white-labeled under your brand.

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