Automation & integrations
Notifications and integrations, set up in one place.
35 notification triggers, multi-language templates, click-to-call, messaging and payment integrations, lead sources and market-data feeds, all configured from one Integrations screen.
- SMTP · SendGrid
- SMS
- Twilio
- Meta WhatsApp Business (notifications)
- Voice & click-to-call
- Twilio Voice · Asterisk PBX · Voiceflow
- Payments
- CoinGate · PGPay · PayMesh · Transak
- Lead sources
- Facebook Lead Ads · landing-page webhooks
- Market data
- Twelve Data · Binance · Alpha Vantage
Notification triggers
35 notifications for clients, team and risk.
Each trigger can send through the channels and in the language you configure, to clients or to staff.
- 01
Your clients
Registration, deposits and withdrawals, orders and trades, account changes and KYC status.
- 02
Your team
New staff users, password resets, locked or suspended accounts, and security alerts such as failed logins and suspicious activity.
- 03
Risk and compliance
Margin calls, large positions, high-risk transactions, and KYC approvals, expiries and failures.
Templates and workflows
Templates per language and per channel.
Write each notification template per language and per channel in a rich-text editor with variables. Test and simulate workflows and triggers before they go live, and approve, schedule and send manual notifications.
Failed sends are retried automatically.
Integrations
Every integration on one screen.
- 01
EmailIntegrated
SMTP and SendGrid.
- 02
SMSIntegrated
Twilio.
- 03
WhatsAppIntegrated
Meta WhatsApp Business notifications, plus WhatsApp links from every phone number.
- 04
Voice and click-to-callIntegrated
Twilio Voice, Asterisk PBX and Voiceflow.
- 05
PaymentsIntegrated
CoinGate, PGPay, PayMesh and Transak.
- 06
Lead sourcesIntegrated
Facebook Lead Ads and landing-page webhooks.
- 07
Market dataIntegrated
Twelve Data (WebSocket and REST), Binance and Alpha Vantage.
Good to know
Notifications and links
WhatsApp and SMS carry notifications and links to your clients. Two-way conversations take place outside the CRM.
Integrated providers
The providers listed above are integrated. Others can be added through custom development after technical evaluation.
Your accounts, your agreements
Each integration runs on your own provider account. Availability and coverage depend on those agreements and, for market data, on your data plan.
Providers, credentials and custom integrations.
Which providers are integrated?
Email through SMTP and SendGrid, SMS through Twilio, WhatsApp Business notifications, voice through Twilio Voice, Asterisk PBX and Voiceflow, four payment gateways, Facebook Lead Ads and three market-data feeds.
How are secrets handled?
The Integrations screen masks secrets, verifies credentials, sends test messages and shows the status of the last test.
Can you integrate another provider?
Possibly. After technical evaluation we tell you what is feasible. It would be scoped and delivered as a separate project.
Does the CRM include a WhatsApp inbox?
No. WhatsApp is used for notifications and click-through links, not for conversations inside the CRM.
Map your channels and triggers.
Bring the list of tools you use today, and the demo shows where each one fits.