Our CRM Works For Your Results

It combines ease of use with powerful
functionality. It has been designed with real-
world business processes in mind, so it can be
easily adapted to suit your
company's needs:
from lead and sales management to the
automation of day-to-
day tasks.

Conversion Flow

Conversion Flow provides:

Assess the performance of each
partner
Analyse traffic quality by campaign
Monitor conversion rates in FTD
Track repeat deposits
Assess the actual profitability of
channels

Affiliates

The Affiliates module provides a dedicated layer for managing the affiliate ecosystem, integrated with the API and financial settings

Partner status management
Real-time monitoring of partner activity
Complete history of interactions via the logging
system
Bulk management of the partner network
Traffic quality control

Calendar &
Notifications

Call and task scheduling
Visual process management
Automatic call reminders
Monitoring of missed contacts
Timely response from managers

Chat

Built-in chat for communicating with customers in the CRM
Quick replies without switching between services
Complete history of correspondence with the customer
Communication linked to a lead or deal
Instant notifications of new messages

Opening trading accounts for clients directly from the CRM Opening trading accounts for clients directly from the CRM
Viewing clients' trading activity
Managing client requests for deposits and withdrawals Managing client requests for deposits and withdrawals
Receiving notifications about all client financial transactions -deposits, withdrawals and other monetary transactions Receiving notifications about all client financial transactions -deposits, withdrawals and other monetary transactions
Exporting and importing client data

Learn More About Advanced Settings Learn More About Advanced Settings

WhiteList

Access to the CRM is restricted to authorised IP addresses (IP whitelist) Access to the CRM is restricted to authorised IP addresses (IP whitelist)
Flexible management of the list of permitted IP addresses Flexible management of the list of permitted IP addresses
Quick addition or removal of addresses
Blocking of unauthorised connections
An additional layer of security for corporate data An additional layer of security for corporate data
Protection against unauthorised access and suspicious activity Protection against unauthorised access and suspicious activity
Access control for teams and office networks Access control for teams and office networks
Enhanced overall cybersecurity for CRM

API Settings

Control over the fields available for data transfer
Flexible configuration of transfer parameters
Management of integration configurations
Standardisation of lead structures
Minimisation of technical conflicts
Rapid onboarding of new partners
Quality control of transferred data
Easy scaling of the partner network

Payment Config

The system allows:

Configure the financial terms of the partnership
Manage the settlement process
Centrally update partnership terms

This ensures:

Flexibility of the business model
Control over margins
Transparency of financial terms

Multi-Brand

Support for a multi-brand structure within a single CRM
Manage multiple brands from a single interface
Segregation of data, leads and processes by brand
Customisable settings for each brand
Centralised analytics across the entire brand portfolio
Seamless onboarding of new brands into the system
Efficient management of teams and resources across brands

Flexible Settings

Flexible system of roles and access rights
Customised access to CRM tabs and sections Customised access to CRM tabs and sections
Control over access to individual fields and data Control over access to individual fields and data
Restricted access to financial information
Configuration of trading and transaction rights Configuration of trading and transaction rights
Segregation of access between teams and roles Segregation of access between teams and roles
Secure data management within the company Secure data management within the company
Full control over user actions within the system Full control over user actions within the system

Meet our Trading Platform

Quick access to the trader's dashboard features via a single account
A variety of colour schemes and flexible chart settings
Place pending orders in just two clicks, thanks to automatic order type detection
Access to the most important market events via the economic calendar

Trader`s Account

Mobile-optimised web version
Easy navigation thanks to an intuitive menu
Choice of two colour schemes
Instant registration
Can be used without an account
Live chat support
Compatible with the most popular payment systems

What our clients say about Retent CRM?

See More Reviews

Bob, Sales & Conversion Manager

Frequently Asked Questions

What is a CRM?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.