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Lead Allocation
Lead Allocation
Use our wizard to define
rule-based Lead allocation
, such as by language or country, “round-robin” or by another method.
Assigned leads are then only view-able to the
Sales Manager
and the assigned agent.
More CRM
&
Back Office Features
Multiple Brands & Entities
Video Compliance
Internal Push notifications
Documents Module
Clear Focus on Risk Management
Lead Allocation
Simple & Easy to Understand Interface
Transparent Reporting
Trading Platform Integration
Affiliate & IB Programmes
Smart Tagging System
User Permissions or Roles
Compliance Friendly
Wallet System
Web Based & Responsive Design
Adaptive and Responsive
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