Turn more leads into funded clients
Capture leads from every source, assign them to the right agent, call from inside the CRM with recordings, and follow each lead until their first deposit — with reporting that shows what actually converts.
Leads go cold between spreadsheets and phones
When leads arrive in one place, calls happen on personal phones and deposits show up in another system, nobody knows which campaign or agent actually produced a funded client.
Disconnected sales
- Leads shared in spreadsheets
- Calls with no record or recording
- No link between lead source and deposits
Sales CRM
- Every lead in one pipeline with an owner
- Calls placed and recorded from the CRM
- Conversion tracked from lead to first deposit
Sales, retention and marketing tools
Lead capture
Leads from website forms, landing pages, imports and IB referrals in one list.
Statuses & pipelines
Custom lead statuses and pipeline stages that match your sales process.
Assignment & access
Assign leads to agents or desks, with access limited to each agent's own book.
VOIP calling
Click-to-call from the lead record through an integrated VOIP provider, with call recording and storage.
Follow-ups & tasks
Reminders, notes and call history so no lead is forgotten.
Campaigns & reporting
Email campaigns to segments and reports on conversion by source, agent and campaign.
Sales and back office, one record
- CaptureA lead registers interest from a campaign or referral.
- ContactThe assigned agent calls from the CRM; the call is recorded.
- QualifyStatus and notes are updated; follow-ups are scheduled.
- ConvertThe lead registers in the client area, passes KYC and deposits.
- RetainRetention agents work the same record after the first deposit.
What the sales CRM needs
- You
VOIP provider account
An account with your VOIP or telephony provider for click-to-call and recordings.
- You
Lead sources
Your website forms, landing pages or lead files to connect or import.
- You
Calling & marketing compliance
Consent and call-recording rules that apply in your target countries.
- Us
Setup & integration
Pipeline configuration, VOIP integration, roles and reporting.
Sales CRM questions
Which VOIP providers can be integrated?
Tell us which provider you use in your demo request; we'll confirm the integration during discovery.
Can agents only see their own leads?
Yes. Access can be limited to an agent's own leads, or to a desk for team leads.
Is the sales CRM separate from the back office?
No — it works on the same client records, so a lead becomes a client without re-entering data.
Works alongside
Let's Map Your Brokerage.
Tell us how your desk runs today — platforms, payment methods, partner programmes and team roles. We'll walk you through the modules that fit and outline an implementation plan.