B2CORE Development
How-to Articles
Discover a comprehensive library of step-by-step guides designed to help you set up and manage B2CORE functionalities, features, and services efficiently. Manage and optimise every aspect of your platform with ease.
Key Topics Covered
Manage Clients
Learn how to create, edit, and organise client accounts to ensure a seamless user experience.
Learn moreManage Finances
Access key insights on managing financial operations, including deposits, withdrawals, and internal transfers.
Learn moreManage Savings Programs
Customise and oversee savings and investment programs tailored to your business needs.
Learn moreManage Currencies
Configure and manage fiat and cryptocurrency wallets effortlessly.
Learn moreManage Bonuses
Set up and monitor bonus programs to engage and retain your clients.
Learn moreManage Products
Control and customise the services and products offered to your users.
Learn moreManage Platforms
Integrate and manage trading platforms like MetaTrader, cTrader, and more.
Learn moreManage Cashback Options
Enable and configure cashback features to incentivise trading activity.
Learn moreManage Advertising Options
Utilise advertising tools to inform and engage your audience effectively.
Learn moreManage Mailing Options
Create and schedule targeted email campaigns for maximum impact.
Learn moreManage Verification Options
Simplify the onboarding process with seamless KYC and AML integrations.
Learn moreManage System Settings
Fine-tune security, registration, notification systems and more with ease.
Learn moreManage Communication Platforms
Set up tools to enhance client communication and keep users informed.
Learn moreB2CORE Mobile
Get step-by-step guidance on building and optimising your mobile application.
Learn moreRelease Notes
Stay informed about the latest updates, features, and improvements to the B2CORE ecosystem.
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 B2CORE’s How-to Articles
Explore step-by-step guidelines on setting up B2CORE features, functions, and integrations to minimise confusion and maximise efficiency. Unlock the full potential of your B2CORE platform today! Learn More