Without CRM & Back Office
- Customer information spread across tools
- Manual handovers between sales and operations
- Reporting assembled from separate exports
- Approvals disconnected from the customer record
CRM & Back Office. One connected operation.
Bring customers, sales, accounts, funding, compliance and reporting into the same Forex CRM and back office. Your teams work from one customer record, with the context to move work forward.
Your customer is connected. Your desks should be too.
A deposit, a document review and a sales conversation all belong to the same customer. Separate tools leave teams piecing together the story before they can act.
With CRM & Back Office
- A shared customer and account view
- Connected sales and operational workflows
- Reporting alongside the underlying activity
- Permissions and audit trails across the operation
How CRM & Back Office fits the workflow.
01
Start with the customer
Manage leads and customers with the account, communication and activity context your desks need.
Customer recordLead owner and sales poolAccounts and activity
02
Move work between desks
Keep funding, documents and operational tasks connected to the customer rather than in separate queues with no context.
Deposit and withdrawal requestsDocument reviewAssigned follow-up
03
See the operation clearly
Bring reporting and business intelligence into the same environment, with access shaped by team responsibilities.
Operational reportingScheduled reports and exportsRole-based access
One journey. Connected at every step.
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1 Lead Assigned to sales
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2 Customer Shared record created
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3 Account Services connected
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4 Workflow Desk takes action
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5 Reporting Activity becomes insight
CRM & Back Office, connected to Syntellicore.
The same customer, the same context, the same operational platform.
The capabilities behind the workflow.
Lead managementCustomer managementSales poolsCampaign management
AccountsWalletsDeposits and withdrawalsInternal transfers
Document workflowsRole-based permissionsAudit trailMulti-brand and jurisdiction workflows
Business intelligenceOperational reportsReport schedulingExports
See your back office working as one system.
Explore CRM & Back Office in a walkthrough shaped around your brokerage.