Think about our capabilities as building blocks. Whether you need a CRM, VoIP, or a full-fledged brokerage infrastructure, you can choose the combination that works best for you.
Convert more leads and retain clients longer—all in one secure dashboard.
Pricing increases with every add-on.
Oversee the potential customers you've captured from your ad campaigns or marketing initiatives.
Set up companies as contacts and associate multiple individuals within each entity.
Create, track, and manage sales opportunities, with everything accessible from one dashboard.
Create and send quotes to your leads. Let them accept, reject, or pay by credit card.
Create automated forms to capture client information, conduct satisfaction surveys, and more.
Manage client requests efficiently by tracking and resolving tickets in one centralized system.
Let team members create, visualize, and filter pending or completed tasks in one list.
Schedule automated actions. Set up triggers depending on specific conditions.
Organize and prioritize your time by managing tasks daily, weekly, or monthly.
Integrate with your work calendar for non-overlapping scheduling management.
Access and configure a wide variety of performance and management reports.
Customize the platform with your brand elements and configure your domain or subdomain.
Host your files, emails, and attachments with Amazon S3. Protect your data with replication across multiple servers.
Use Zapier to integrate your brokerage platform with your tech stack and thousands of other apps.
Make 1-click crystal-clear calls from anywhere in the world. Manage email and WhatsApp conversations.
Pricing increases with every add-on.
Generate phone numbers in over 40 countries and set up virtual PBXs to receive calls from leads and clients.
Make VoIP calls with competitive rates. Each agent gets a personalized SIP account. Purchase local and international numbers.
Record and store calls made or received by your agents. Access and listen to conversations anytime.
Access, monitor, and intervene in your agents' calls while they're in progress.
Send bulk SMS for promotions and marketing campaigns.
Send and receive messages through WhatsApp. Create and automate WhatsApp marketing campaigns.
Create a chatbot to let your leads and clients contact you directly through your website.
Send emails to your leads and clients directly from the dashboard.
Store and view messages sent or received by your agents directly from the dashboard.
Allow your agents to create meeting rooms for demos or conversations with leads and clients.
Manage and scale your brokerage teams across departments and jurisdictions with advanced HR tools.
Pricing increases with every add-on.
Use a certified digital signature for employee documents and contracts.
Organize employee shifts, absences, and holidays all from one dashboard.
Enable employees to clock in their work hours. Use verification methods, such as facial recognition, geolocation, or QR codes.
Allow employees to submit and justify absences for approval by supervisors.
Share messages and documents across channels in a private social network for your brokerage.
Manage your clients and their trades accessing a full-fledged infrastructure for your brokerage.
Automate client onboarding and identity verification. Reduce time-to-trade and enable clients to manage their accounts.
You can integrate with MetaTrader 4 or MetaTrader 5, or choose our cost-efficient proprietary trading platform to save up to 75% in costs.
Yes, you are able to do so from settings - Billing and select which modules you'll like to use in a pay per use.
We accept card payments.
We provide you with customer support for basic integrations and premium customer support for helping with more complex modules.
Have CRM, Client Portal and Trading platform under your own branding and domain.
Our proprietary trading platform offers the same core functionality as MetaTrader but at up to 75% lower cost, with seamless integration into our unified platform.
No, our platform is designed to be user-friendly and intuitive without requiring technical expertise.
Yes, you can combine features from different plans to create a custom solution that fits your needs.
Yes, all our tools are fully responsive and work seamlessly on mobile devices.
Yes, we provide customer support and premium customer support if back end development is needed.
Yes, we offer a 14-day free trial.
You can have all setup within 2 hours if all the relevant info is at hand, such as database with contacts and employees.
Yes, you have 14 days to try everything at no cost.
Yes, you can easily add or remove features as your business needs change.
No, the platform is fully scalable with no limits.
Choose the features you need and scale as you grow.