Operator CRM for your brokerage desk
Leads, KYC, treasury, support tickets, and position books on one operator desk. Shared client records, no exports.
Core modules your desk runs daily
Lead queues, client profiles, KYC, and support tickets share one CRM record. Every screenshot below is from the operator stack, watermarked for demo.
- Lead routing through funded trader lifecycle
- KYC document review tied to wallet provisioning
- Deposits, withdrawals, and treasury controls
- Support tickets on the same client profile
Treasury and funding rails
Operators approve deposits, review withdrawals, and monitor staking balances without leaving CRM.
Position books across wallets
Monitor open exposure by asset class from the operator stack. CFD, digital options, spot, and margin books stay in CRM.
Communication on the desk
Reach clients from the same CRM record: click2call, omnichannel chat, AI-assisted calling, and internal mailbox routing.
- Unified inbox across Telegram, WhatsApp, SMS, and more
- Click2call toolbar with SIP.js and dial integrations
- Ticket context stays beside chat and call controls
AI helpers built into CRM
Neuron AI handles lead qualification, tasks, and ticket triage. Nanzai extends conversational CRM on live client data.
- Neuron AI for lead qualify and task routing
- Nanzai conversational CRM with next-best actions
- Desk-level presets per brand or segment
Walk through CRM on a live demo
See lead routing, KYC, treasury, and support workflows with your sales and operations leads on one call.