주요 기능
위젯 관리
쉬운 참조를 위해 시스템에서 각 위젯에 고유 식별자를 할당하세요. 더 나은 정리와 찾기를 위해 의미 있는 위젯 이름을 만드세요.
동적 정렬 옵션
화살표로 위젯 위치를 재배치해 프로모션을 정렬·우선순위화하세요. 표시 우선순위를 설정해 대시보드의 위젯 순서를 맞춤화하세요.
고객 통제
더 편리한 사용자 경험을 위해 위젯의 닫기 버튼을 활성화하거나 비활성화하세요. 고객이 위젯을 일시적으로 닫고 대시보드 새로고침·재설정으로 복원하도록 하세요.
맞춤 메뉴 항목
Promotion 탭의 맞춤 항목으로 고객용 외부 링크를 만드세요. 항목이 이동할 맞춤 이름과 URL을 설정하세요.
작동 방식
01
위젯 추가
관련 정보로 새 프로모션 위젯을 만들고 구성하세요.
02
레이아웃 정리
더 개인화된 경험을 위해 중요도에 따라 위젯을 배치하세요.
03
유연성 활성화
더 깔끔한 인터페이스를 위해 고객이 위젯을 일시적으로 숨기도록 하세요.
프로모션 대시보드를 선택해야 하는 이유
참여 강화
고객 선호에 맞춘 맞춤 설정 가능한 위젯으로 프로모션과 업데이트를 강조하세요.
간소화된 관리
프로모션 콘텐츠를 손쉽게 정리하고 업데이트하세요.
향상된 사용자 경험
고객이 깔끔하고 관련성 높은 대시보드와 상호작용하도록 하세요.
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.
