Customer relationship management

At the core of the Fintech360 ecosystem, our CRM is built for brokers to drive sales performance and streamline operations. It provides real-time insights, secure data management with role-based access, and seamless integration across sales, communication, and compliance functions.

Used and helping over 100+ Companies

Key features

Integrated Tools for Maximum Productivity

Payment Management

Oversee customers’ financial transactions, payment activities, and gateways directly from their customer profiles.

Customer Insights

View personal and trading information on leads, clients, and depositors.

Compliance & Onboarding

Ensure high-level KYC verification, review onboarding questionnaire, and more.

Roles & Permissions

Create and configure specific roles to control and manage access to sensitive information.

Rewards & Promo codes

Define inactivity fees for specific timeframes or incentivize customer engagement with promo codes and rewards tied to specific actions.

Rewards & Promo codes

Define inactivity fees for specific timeframes or incentivize customer engagement with promo codes and rewards tied to specific actions.

Roles & Permissions

Create and configure specific roles to control and manage access to sensitive information.

CMS

Update your website and create custom email templates directly within the CRM.

Affiliate & Campaign Management

Track customer origins, monitor lead conversion rates, and manage affiliate campaigns with. AFM tools.

3rd-Party Integrations

Ensure smooth and secure communication with customers via click-to-call functionality (5+ VoIP providers).

Communication module

Connect with customers via email, SMS, Telegram, or WhatsApp directly within the CRM. Every conversation is automatically logged and easily accessible for future reference. Track customer origins and monitor lead.

Scoreboard

Empower your sales team with our real-time integrated scoreboard. Drawing directly from CRM data, it provides instant visibility into key performance metrics such as daily and monthly deposits, withdrawals, and more. This dynamic tool keeps agents motivated, fosters healthy competition, and ensures everyone stays aligned with their goals, all within a single platform.