CRM System

Finance — Transactions module interface screenshot

Description:

The section allows managing all customer transactions. Deposit requests, their statuses, amounts, payment methods, managers, comments and change history are displayed here. The interface combines filters, analytics and operations in one workspace.

Block 1. Transaction Filter

The filter panel allows configuring deposit selection by key parameters:

Status — transaction status selection (Approved, Pending, Declined, etc.)
Currency — filtering by transaction currency
Method — channel or payment system
Provider — payment provider selection
Affiliate — customer source
Source — traffic source
Assigned Manager — transactions of a specific manager
Is FTD — first-time deposits
Funnel — funnel stage
Amount filters — by amount ranges (From / To Amount)
Creation date — period selection (Start / End Date)

The OK and Remove filters buttons allow quick application or reset of the selection. The Export button on the right exports the current selection to a file.

Block 2. Transactions Table

The table displays a list of all deposit requests with details:

Transaction ID
Date — creation time
Amount / Sent amount / Converted amount — amounts in original and after conversion
Currency
Account — customer account
Customer — username
Method — payment method
Status — request status
Assigned manager — responsible for processing
Visible to user — whether customer can see their transaction
Modified by — who made changes
Comment for the lead — comment for customer

Actions:

View — view details
Comments — message history
Edit — edit transaction
Delete — delete

The table serves as a complete log of financial operations and their processing.

Block 1. Main Menu / System Navigation

The top panel provides quick access to key CRM modules: desk separation, employee management, affiliate work, lead database, finance, reports, customer support and activity log.

Block 2. Filter Panel and Lead Management

Advanced filter allows configuring lead selection by dozens of parameters: status, manager, source, country, lead type, funnel, creation date, last comment date, deposit, verification, etc.

Instant database filtering by any criteria
Save and load custom filter sets
Export/import leads
Quick creation of new leads
Switch to Dealing mode for one-click deal processing

Block 3. Leads Table (main manager workspace)

The table displays all leads with key fields: name, e-mail, UUID, lead type, status, verification, country, source, last action, as well as manager actions (call, edit, etc.).

Adjustable number of rows per page
Selection of displayed columns in the table
Sorting by any field
Visual status tags (NBT, Depositor, Hot, High potential)
Direct lead actions (call, comments, status change)
Bulk actions (bulk deal changes, deactivation, responsible person change, etc.)

Block 4. Sidebar — Quick Access to Functions

The side menu provides convenient access to personal settings, notifications and auxiliary system tools. The panel is always at hand so the user can quickly perform the needed action.

User profile — view account data and modify access parameters
Notifications — real-time alerts about events, requests, manager actions and customers
Reminders — list of tasks and events to be completed
Notes — quick records related to leads, tasks or workflows
Interface language — instant system language switching
Logout — secure session termination

Description:

The trading terminal provides the client with all tools for market analysis and opening trades. TradingView chart, order panel and current position information are combined here. The interface is designed for convenient and fast trading.

Screenshot интерфейса Trading — Торговый терминал

Block 1. Instrument and Account Information

The top panel contains key data on the selected asset and trading account:

Instrument name (ETHUSD)
Current price and daily change
Minimum and maximum price for 24 hours
Account (demo / live) — account number
Swap buy / Swap sell — buy and sell swaps
Spread (pips) — current spread
Leverage — trading leverage

This block helps the trader quickly orient before opening a trade.

Block 2. Order Opening Panel

The right side of the screen — trade creation panel:

Order modes:

Market — market trade
Limit — limit trade

Input fields:

Price — price (active for Limit orders)
Lot — position volume (slider + manual input)
Investments — required amount calculation

Account information:

Balance — available balance
Free margin — free margin

Additional settings:

Open with one click — quick entry
TP/SL — take profit and stop loss setup

Action buttons:

Buy — open buy trade
Sell — open sell trade

The panel allows opening a position in a few clicks.

Block 3. TradingView Chart

The central part of the page — interactive chart

Timeframe selection (1m, 30m, 1h, 1D, etc.)
Indicators
Drawing tools
Candlestick and line charts
Fullscreen mode

The chart is used for deep market analysis and trading decisions.

Block 4. Active Orders and Trade History

The bottom panel includes tabs:

Active orders — current open trades
Order limits — limit orders
Order history — closed trade history
Order limits history — limit order history

The table displays:

ID
Opening time
Symbol
Opening price
Current price
Lot
Investments
Buy/Sell
Take profit / Stop loss
Profit
Order actions

This is the main control block for all customer operations.

Description:

The personal cabinet is an interface where the user manages their trading accounts, balances, transaction history and platform navigation. The section provides quick access to trading, balance top-up and settings.

Screenshot интерфейса Client Cabinet — Личный кабинет клиента

Block 1. Top Navigation Menu

The menu includes the main sections of the client platform:

Dashboard — main page
Profile — profile and personal data
Accounts — trading account management
Finance — deposits, withdrawals, transactions
Platform — top traders section, signals and trading access

This is a compact navigation panel for switching between key sections.

Block 2. Quick Actions and Interface Settings

The top right corner contains important functions:

Install Web App — install web application on phone
Light / Dark — interface theme selection
Change language — language switching

Buttons:

Deposit — instant transition to top-up
Trade — transition to trading platform

This block provides the user with convenient access to the most frequent actions.

Block 3. Accounts — Trading Accounts List

All customer trading accounts are displayed with key information:

For each account:

Account number — unique number
Account type (Live / Demo)
Balance — current balance
Add balance — account top-up
Trade — launch trading terminal
View details — transition to detailed information

There are also filters by account type:

All
Live
Demo

The block displays all active and demo accounts of the customer in a convenient card format.

Block 4. Transactions History — Transaction History

The table shows financial operations related to user accounts:

Date — operation date
Type — type (Transfer, Deposit, Withdraw)
Account — account number
Amount / Converted amount
Currency — currency
Comment — comment
Status — status
Action (View) — transaction details

History is available immediately on the main page of the personal cabinet.

Block 5. Support Widget (support chat)

The support icon is located in the bottom right corner — the customer can open a chat and contact support directly from the personal cabinet.

Description:

The Dealing section provides full control over customer trading operations. Here, an administrator or risk manager can track, edit and create orders, including limit orders, manage pairs, signals and top traders’ transactions. This is the main tool for internal trading control of the platform.

Screenshot интерфейса Dealing — Управление ордерами

Block 1. Dealing Sidebar Menu

The menu groups key risk management functions:

Orders — all user orders
Order limits — limit orders
Pairs — asset and trading instrument settings
Signals — internal signals and trading recommendations
Top traders — management and control of top traders
Margin Level — monitoring and editing margin requirements

The menu provides quick switching between dealing tools.

Block 2. Filters and Order Management

The top block allows quickly forming a selection of needed orders:

Status — order status (Active/Closed)
Pair — trading instrument selection
Opening time / Closing time — period filtering
Email — customer search
Account — specific trading account
Order UUID — targeted search by identifier

Buttons:

Filter — apply filters
Clear filter — reset all fields

Actions are located on the right:

Import orders — load orders via file
Create the closed order — manually create closed order
Create new order — create new order

Block 3. Orders Table

The main table displays the complete history of trading operations:

Table fields:

Name — customer
Account — trading account
UUID — unique order identifier
Status — Active / Closed
Type — buy / sell
Pair — instrument (e.g., ETHUSD)
Opening time / Closing time — opening and closing time
Opening price / Closing price — opening and closing price
Lot — trade volume
Profit — trade result

Right Action buttons allow:

Edit — change order parameters
Close — manually close order
Delete — delete

Description:

This section opens from the customer card and provides complete information about their trading account: balance, activity, transaction history, order settings and available trading pairs. This is the central screen for administrators and managers working with customer accounts.

Screenshot интерфейса Trading Account Details

Block 1. Trading Account Information

The top panel displays key account parameters:

Account number
Balance — current balance and its editing
Trader — lead's name
Group — trading group (live/demo)
Deposit / Withdraw / Bonus / Credit — financial indicators
Status — account activity
Log in — direct login to customer account

Quick actions are also present in the panel:

Add deposit
Add withdrawal
Add bonus
Add credit
Edit orders

These buttons allow quick management of customer financial operations.

Block 2. Transactions — Account Operation History

The table displays all transactions related to this trading account:

Operation ID
Date and time
Type — operation type (deposit, withdrawal, transfer)
Amount / Sent amount / Converted amount
Currency
Method
Status
Assigned manager
Visible to user
Modified by
Comment for the lead

Available actions: View, Comments, Edit, Delete.

The section serves as a complete log of financial activity for a specific trading account.

Block 3. Pairs — Trading Instrument Settings

This block presents trading pairs available on the customer account, distributed by categories:

Crypto
Forex
Stocks
Futures
Indices

For each pair:

Symbol — instrument
Type
Leverage — leverage
Pair activation/deactivation toggles
Condition settings (e.g., "Bypass working hours")

The section allows flexible configuration of which instruments are available to the customer for trading.

Description:

The Settings section combines all global platform parameters. Here, the administrator manages company settings, user registration, work rules, languages, statuses, verification and access. This is the central CRM configuration panel.

Screenshot интерфейса Settings — General Settings

Block 1. Left Settings Menu

The sidebar contains categories in which all system parameters are grouped:

General Settings — general company settings and platform behavior
Roles and Permissions — access rights and user roles
Dynamic Variables — variables for auto-documents and templates
Template Documents — system templates for letters, contracts, notifications
Payment Methods — available deposit/withdrawal methods
Statuses — status configuration
Retention Statuses — retention statuses
Status Levels — user levels
Translations — interface text translation
IP Whitelist — list of allowed IPs
Access Phrases — adding promo codes for user registration and authorization
Verification Information — client verification settings
Legal Documents — legal documents and company policies

The menu helps quickly navigate through a large number of parameters.

Block 2. Main Screen — General Settings

The main panel includes key company settings and system behavior:

Company parameters:

Company name — company name
Website — linked website
Default language — default platform language
Number of accounts per user — maximum number of accounts
Registration default country / status / desk — registration parameters
Demo accounts — enable/disable demo
Payouts — payout availability management

Verification parameters:

Required verification — mandatory verification
Check duplicate phones — duplicate phone check

Operation settings:

Opening orders / Closing orders — enable/disable order opening/closing
Order opening/closing messages — text of messages for open/closed operations (multilingual input)
Open order with one click — quick trader actions
Negative balance — allow negative balance
Client can cancel withdrawal — ability to cancel withdrawal

Interface parameters:

Redirect after login — where to redirect user after login
Support messages — support chat type
Show phone number on the client side — phone display
Disabled user fields — disable individual profile fields

Additional parameters:

WebApp — web application activation and install buttons
Detaching manager and desk on mismatch — change manager on data conflict
Create account after registration — auto-create accounts

Description:
The section provides full control over partners: viewing their data, activity, statuses, streams, API access and checks. The panel allows quickly finding the needed affiliate, analyzing their traffic quality and managing settings.

Block 1. Affiliates Table

The main table displays a list of all partners with key parameters:

Affiliate name and e-mail
Number of leads and leads with FTD
Individual API token
Link to API documentation
Fraud check status
Affiliate activity
Quick actions: View, Streams, Delete

Supplement: Streams

Each affiliate has their own traffic streams that can be configured for different desks and work scenarios. Through the Streams button, a separate interface opens that allows managing traffic distribution parameters:

Desk — stream assignment to a specific work desk
% distribution — regulates what share of traffic goes to the selected desk
Countries — selection of countries whose traffic should enter the stream
Language — filtering by lead language
Schedule — view stream work schedule
Daily limit — limit on number of leads per day
Total limit — total lead limit
Actions — update stream settings

Streams allow flexible control of traffic quality and volume from each partner, separating lead direction by desks, countries, languages and load.

Block 2. Filters and Search

Allow quickly finding the needed affiliate by name, e-mail, token or other parameters. The block includes:

Filter selection
Search bar
"Search" button

Filtering helps work even with large partner networks.

Block 3. Creating New Affiliate

The Add new affiliate button opens a form for adding a new partner. The form contains fields:

First and last name
E-mail
Note
Automatic token generation after creation

The function allows quickly connecting a new partner and configuring their API access.

CRM SYSTEM
TRADING PLATFORM
for your business

Includes Modules

Create a new brand in 4+ days *

Briefing

Development

Testing

Launch

Platform Modules Overview

Leads / Customer Base

Affiliates / Partners

Finance / Transactions

Settings / Configuration

Trading Accounts

Dealing / Orders

Client Cabinet

Trading Terminal

More than 10000 trading assets

Company registration
and licensing

Payment solutions and
bank accounts

Lead generation

Liquidity

Telephony

Affiliation and tracking system

Online reputation

Unique developments

Key System Benefits

Pricing

Installation

Subscription

Basic

Pro*

Pro Plus*

CRM SYSTEM TRADING PLATFORM for your business

Includes Modules

Create a new brand in 4+ days *

Briefing

Development

Testing

Launch

Platform Modules Overview

Leads / Customer Base

Affiliates / Partners

Finance / Transactions

Settings / Configuration

Trading Accounts

Dealing / Orders

Client Cabinet

Trading Terminal

More than 10000 trading assets

Company registration and licensing

Payment solutions and bank accounts

CRM system

Lead generation

Liquidity

Telephony

Affiliation and tracking system

Online reputation

Unique developments

Key System Benefits

Pricing

Installation

Subscription

Basic

Pro*

Pro Plus*

Description:

Description:

Description:

Description:

Description:

Description:

CRM SYSTEM
TRADING PLATFORM
for your business

Company registration
and licensing

Payment solutions and
bank accounts