Sales And Retention
Turn leads into funded, active clients — and keep them trading. Manage the full lifecycle from acquisition to retention with real-time data, smart automation, and complete visibility across sales and retention.
Request a DemoWhat's Included
- Automatic New Lead Assignment — New clients are routed immediately after registration to the responsible officer based on region, country, specific IB, or designated manager/employee, with additional configurable criteria.
- Real-Time Notification System — Instant alerts notify managers or officers whenever a new client is assigned under their supervision, allowing them to see all details immediately.
- FTD Conversion Tracking — Track every lead from registration to first deposit with granular funnel analytics and automated nudges.
- Team Performance & Leaderboards — Track individual and team KPIs with configurable targets and capacity planning.
- Retention Desk Dashboard — Dedicated view showing at-risk and dormant client queues with prioritized action lists.
- Client Response & Status Tracking — Monitor each client's responses and overall status in a detailed, actionable way.
See It in Action
Frequently Asked Questions
How does lead scoring work?
Rule-based and fully configurable. Define criteria and weights: geography, KYC upload speed, IB referral quality, email engagement. Scores update in real time. Threshold scores determine routing to senior desks or nurture sequences.
Can we separate sales and retention desks?
Yes. Multiple desk configurations with independent permissions, lead pools, and reporting. Each desk has its own assignment rules, SLA targets, and performance metrics.
What triggers automated retention workflows?
Configurable events tied to client behavior: no login for X days, no trade for X days, declining deposit frequency, failed withdrawals, or drops below trading volume thresholds.
What KPIs does CRM Central track?
FTD conversion rate, average time-to-FTD, client lifetime value, monthly churn rate, reactivation rate, revenue per agent, cost per acquisition by campaign source, and net deposit flow.
Does the retention module integrate with trading platform data?
Yes. The retention module has access to real-time trading data including open positions, trade frequency, P&L trends, and margin levels. Workflows can trigger on actual trading behavior.
Ready to see Sales And Retention in action?
Book a demo and discover how CRM Central can transform your operations.
Request a Demo