B2CORE Platform
Helpdesk
Deliver top-tier support with B2CORE’s Helpdesk, integrated with Zendesk and SupportPal for a unified experience. Manage tickets and assist clients efficiently right from the Client Portal.
Key Features
Zendesk Integration
Access advanced ticketing features and workflows through Zendesk.
Explore efficient ticket assignment, escalation, and resolution.
Supportpal Integration
Utilise SupportPal UI for built-in ticket management and communication.
Offer a seamless support flow to maximise user experience.
Unified Ticket Management
Manage all client inquiries from a centralised platform.
Track ticket statuses, priorities, and responses in real time.
Customisable Support Flows
Configure support workflows based on your business needs.
Set automated triggers and alerts for efficient processing.
Real-Time Notifications
Notify clients of inquiry updates for prompt communication.
Set alerts for support agents to ensure quick ticket handling.
User Benefits
Seamless Support
Enable your clients to submit tickets directly from the B2CORE interface without utilising external platforms.
Enhanced Productivity
Customisable workflows that align with your business model and improve support efficiency.
Flexibility
Maximise efficiency with Zendesk and SupportPal integrations, offering advanced and seamless ticket management.
Transparency
Provide real-time status updates for better transparency and ticket resolution.
Why Choose B2CORE Helpdesk?
01
Integrated Solution
Manage inquiries and support within the same trading platform to eliminate the need to switch applications.
02
Scalable for Growth
Handle the increasing ticket volumes as your client base grows without sacrificing response speed.
03
Customisable Tools
Fine-tune workflows and integrations to align with your business requirements and user preferences.
04
Enhanced Client Experience
Deliver responsive, efficient, and transparent support to build trust and loyalty.
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.
Explore B2CORE’s Integrated Helpdesk
Improve support ticket management and maximise user satisfaction with B2CORE’s Helpdesk today!