核心功能
邮件模板
为通知、更新或促销邮件预定义消息内容。使用动态占位符、主题与正文个性化邮件。
短信模板
管理用于提醒、验证或提示的简洁短信。为客户姓名、交易 ID 或其他详情设置占位符。
Slack 模板
为内部团队配置自动化 Slack 通知。发送关于关键事件、客户操作或其他重要事件的更新。
Telegram 模板
管理模板以向客户或团队通报关键更新。利用更高灵活性实现安全即时消息。
模板管理能力
动态占位符
使用客户姓名、ID 或交易详情等占位符个性化消息。
多渠道消息
确保邮件、短信、Slack 与 Telegram 沟通一致。
灵活编辑
更新模板而无需创建重复项，确保沟通准确。
运作方式
01
选择渠道
选择所需沟通渠道（邮件、短信、Slack 或 Telegram）。
02
创建或修改
使用编辑器创建或修改含预定义字段的模板。
03
分配至事件
将模板分配至特定事件，如交易、注册或系统提醒。
04
测试并部署
在部署前测试模板，确保准确性与清晰度。
使用模板的优势
一致性
保持不同渠道发送消息的统一性。
效率
为重复事件或通知复用模板以节省时间。
个性化
以定制沟通提升客户体验。
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.
