주요 기능
이메일 템플릿
알림·업데이트·프로모션 이메일의 메시지 내용을 미리 정의하세요. 동적 플레이스홀더, 제목, 본문으로 이메일을 개인화하세요.
SMS 템플릿
알림·인증·리마인더용 간결한 문자를 관리하세요. 고객 이름, 거래 ID 등 플레이스홀더를 설정하세요.
Slack 템플릿
내부 팀을 위한 자동 Slack 알림을 구성하세요. 주요 이벤트, 고객 액션 등 중요 업데이트를 전송하세요.
Telegram 템플릿
중요 업데이트를 고객이나 팀에 알리는 템플릿을 관리하세요. 안전하고 즉각적인 메시징을 위해 더 높은 유연성을 활용하세요.
템플릿 관리 기능
동적 플레이스홀더
고객 이름, ID, 거래 상세용 플레이스홀더로 메시지를 개인화하세요.
멀티채널 메시징
Email, SMS, Slack, Telegram 전반에서 일관된 커뮤니케이션을 확보하세요.
유연한 편집
중복 없이 템플릿을 업데이트해 정확한 커뮤니케이션을 유지하세요.
작동 방식
01
채널 선택
원하는 커뮤니케이션 채널(Email, SMS, Slack, Telegram)을 선택하세요.
02
생성 또는 수정
편집기로 사전 정의 필드가 있는 템플릿을 생성하거나 수정하세요.
03
이벤트에 할당
거래, 등록, 시스템 알림 등 특정 이벤트에 템플릿을 할당하세요.
04
테스트 및 배포
배포 전에 템플릿의 정확성과 명확성을 테스트하세요.
템플릿 사용의 이점
일관성
여러 채널로 전송되는 메시지의 통일성을 유지하세요.
효율성
반복되는 이벤트·알림에 템플릿을 재사용해 시간을 절약하세요.
개인화
맞춤 커뮤니케이션으로 고객 경험을 향상하세요.
Frequently 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.
