Desarrollo B2CORE
Artículos how-to
Descubra una biblioteca integral de guías paso a paso diseñadas para ayudarle a configurar y gestionar funciones, características y servicios de B2CORE con eficiencia. Gestione y optimice cada aspecto de su plataforma con facilidad.
Temas clave cubiertos
Gestionar clientes
Aprenda a crear, editar y organizar cuentas de clientes para garantizar una experiencia de usuario fluida.
Learn moreGestionar finanzas
Acceda a información clave sobre la gestión de operaciones financieras, incluidos depósitos, retiros y transferencias internas.
Learn moreGestionar programas de ahorro
Personalice y supervise programas de ahorro e inversión adaptados a las necesidades de su negocio.
Learn moreGestionar divisas
Configure y gestione monederos fiat y de criptomonedas con facilidad.
Learn moreGestionar bonos
Configure y monitoree programas de bonos para involucrar y retener a sus clientes.
Learn moreGestionar productos
Controle y personalice los servicios y productos ofrecidos a sus usuarios.
Learn moreGestionar plataformas
Integre y gestione plataformas de trading como MetaTrader, cTrader y más.
Learn moreGestionar opciones de cashback
Active y configure funciones de cashback para incentivar la actividad de trading.
Learn moreGestionar opciones publicitarias
Utilice herramientas publicitarias para informar e involucrar a su audiencia de forma eficaz.
Learn moreGestionar opciones de mailing
Cree y programe campañas de email segmentadas para un máximo impacto.
Learn moreGestionar opciones de verificación
Simplifique el proceso de onboarding con integraciones KYC y AML fluidas.
Learn moreGestionar ajustes del sistema
Ajuste con facilidad la seguridad, el registro, los sistemas de notificación y más.
Learn moreGestionar plataformas de comunicación
Configure herramientas para mejorar la comunicación con clientes y mantener informados a los usuarios.
Learn moreB2CORE mobile
Obtenga orientación paso a paso para crear y optimizar su aplicación móvil.
Learn moreNotas de la versión
Manténgase informado sobre las últimas actualizaciones, funciones y mejoras del ecosistema B2CORE.
Learn moreFrequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Explore los artículos how-to de B2CORE
Explore guías paso a paso para configurar funciones, capacidades e integraciones de B2CORE y minimizar la confusión y maximizar la eficiencia. ¡Desbloquee todo el potencial de su plataforma B2CORE hoy! Más información