CRM
Lead directory, assignment, notes, tasks, deduplication and Client 360 servicing.
Built and tested
Broker CRM and back office
Give every broker team the right operational view.
Coordinate leads, clients, KYC, partners, payments operations, support and approvals without turning the CRM into a trading or risk surface.
Operations
Partners
Administration
Operations overview
Back officeSearch clients, partners, tickets
OK
Total clients
18,402
▲ 4.2% 30d
New registrations
1,247
▲ 11.8% 30d
Deposits · 30d
$4.82M
▲ 6.4%
Pending KYC
86
▼ 12 since Mon
Deposits and withdrawals
Last 12 monthsClient acquisition funnel
30 daysLeads3,120
Contacted2,240
KYC submitted1,410
Approved1,186
Funded842
Recent client activity
Client 360| Client | KYC | Balance |
|---|---|---|
| MKM. Karlsen | Verified | $12,400 |
| ADA. Duarte | Manual review | $3,150 |
| SRS. Reyes | Verified | $28,900 |
| JTJ. Thorne | Documents due | — |
| LML. Moreau | Verified | $7,620 |
Operations queue
- Manual KYC queue23 open
- Withdrawals · dual approval9 pending
- Support breaching SLA3
- Commission disputes2
- Permission requests5
Operations queue
- Manual KYC queue23 open
- Withdrawals · dual approval9 pending
- Support breaching SLA3
- Commission disputes2
- Permission requests5
Client mix by account type
Live catalogueStandard46%
Pro27%
Raw spread18%
Demo9%
Feature groups
Nine workspaces, one record of truth.
Native KYC
Broker-defined document requirements, upload controls, automatic routes and manual review queues.
Configurable workflow
Partners
Partner directory, hierarchy, attribution, plan administration, shadow simulation, settlement and disputes.
Built and tested
Payments operations
Deposit and withdrawal servicing queues, broker methods, status history and dual-approval controls.
In active delivery
Engagement admin
Publish separate trader and partner challenges, rewards, games and redemption workflows.
Built and tested
Support operations
Assignment, SLA-aware states, replies and safe redrive of stuck threads.
Built and tested
Account types
Configure enabled demo and live account types and broker-approved MT5 group routing.
Built and tested
Approvals and staff
Role catalogues, strong-proof actions, four-eyes controls and governed access requests.
Built and tested
Custom overview
Authorised staff arrange role-permitted modules for their own workflow and device.
Built and tested
Client 360
One client record the whole desk can act on.
Profile, attribution, documents, accounts, payments and the relationship timeline in one place, with the evidence attached rather than reconstructed.
M. Karlsen
Clients / Client 360Search clients, partners, tickets
AN
Lifetime deposits
$41,200
Net funding
$17,260
▲ 30d
Open tickets
1
SLA 4h left
Client profile
- Client IDCL-40912
- Registered14 Mar 2026
- JurisdictionPortugal
- AttributionNorthline IB · campaign NL-07
- OwnerA. Novak · Desk 2
- Risk classificationStandard
KYC documents
Policy v4- Proof of identityVerified
- Proof of addressVerified
- Source of fundsManual review
- DeclarationNot required
Trading accounts
Read-only from MT5| Account | Type | Balance |
|---|---|---|
| 8840112 | Live · Standard | $12,400 |
| 8840119 | Live · Pro | $4,860 |
| 9920045 | Demo | $50,000 |
Relationship timeline
- Deposit $2,500 · settled3d
- Note added by A. Novak — callback booked5d
- KYC source of funds requested6d
- Account opened Live · Pro9d
- Attributed to Northline IB21d
Payments servicing
Queues with controls attached.
Deposit and withdrawal servicing runs through broker-defined methods, dual approval above a configured threshold and append-only status history.
Payments operations
Back officeSearch clients, partners, tickets
FA
Payments servicing queue
Operations| Request | Method | Amount | State |
|---|---|---|---|
| WD-20418 | Bank transfer | $4,200 | Second approval |
| DP-88121 | Card | $1,000 | Settled |
| WD-20419 | Bank transfer | $860 | Compliance hold |
| DP-88122 | Card | $250 | Awaiting KYC |
Controls
Configured- Dual approval threshold$1,000
- Method catalogueBroker-defined
- Status historyAppend-only
- Strong proof on release
In active delivery. The full cashier experience, including end-to-end payment rails and dual-approval handling, is being completed and is discussed as a pilot rather than a shipped capability.
What client servicing means here.
Onboarding, Client 360, documents, payments operations, partner attribution and support. It does not mean order placement, execution control, margin monitoring or automated risk decisions.
See the Back Office against your desk structure.
We map your roles, queues and approval rules to the workspaces before proposing anything.