涵盖的关键主题
管理客户
学习如何创建、编辑与组织客户账户，确保无缝用户体验。
Learn more管理财务
获取管理财务运营的关键洞察，包括入金、出金与内部转账。
Learn more管理储蓄计划
定制并监督契合业务需求的储蓄与投资计划。
Learn more管理货币
轻松配置并管理法币与加密货币钱包。
Learn more管理赠金
设置并监控赠金计划，提升客户参与与留存。
Learn more管理产品
控制并定制向用户提供的服务与产品。
Learn more管理平台
集成并管理 MetaTrader、cTrader 等交易平台。
Learn more管理返现选项
启用并配置返现功能，激励交易活动。
Learn more管理广告选项
利用广告工具有效告知并吸引受众。
Learn more管理邮件选项
创建并安排定向邮件活动，实现最大影响。
Learn more管理验证选项
借助无缝 KYC 与 AML 集成简化入驻流程。
Learn more管理系统设置
轻松精细调校安全、注册、通知系统等。
Learn more管理沟通平台
设置工具以增强客户沟通并保持用户知情。
Learn moreB2CORE Mobile
获取构建与优化移动应用的分步指导。
Learn more发行说明
及时了解 B2CORE 生态系统的最新更新、功能与改进。
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.
