为什么加密货币经纪商需要专用 CRM？
数字化入职与合规自动化
Onboarding clients in crypto is a complex process — often involving multiple checks, identity verifications, and anti-money laundering procedures. This CRM simplifies it all with customizable digital forms, automated KYC and KYB verification, and integrated compliance tracking. Each client journey is recorded in full, creating an audit-ready trail while speeding up account activation. You’ll onboard faster without sacrificing accuracy or regulatory rigor.
专为加密工作流程打造
Every broker’s process is different, but crypto workflows are especially dynamic. This CRM adapts to that reality. From capturing leads to managing trades, commissions, and pipelines, the system offers complete visibility into every client interaction. You can log voice calls, track deals in real time, and manage both retail and institutional clients within one unified platform. Trading data, client conversations, and performance metrics are all connected — giving your team instant access to the information that drives better decisions and stronger relationships.
投资组合管理与分析
Once trades are executed, the platform transitions seamlessly into portfolio management. You can monitor crypto, fiat, and derivative holdings across multiple wallets and custodians. Interactive dashboards give you real-time insights into client performance, risk exposure, and profitability. With automated reporting and compliance-ready records, you’ll never have to chase data between systems again. Everything is connected, accurate, and accessible — empowering you to deliver professional-grade reporting and transparency to your clients.
智能营销和客户维系
Beyond trading, long-term client loyalty is built through smart communication. This CRM includes powerful marketing automation to help you nurture leads, engage existing clients, and personalize communication across channels like email, SMS, and WhatsApp. Automated workflows can trigger messages after onboarding, trade execution, or portfolio updates — ensuring every client stays informed and valued without adding to your team’s workload.
记录许可和审计
遵守行业法规是任何业务的重要组成部分。InvestGlass 允许您授予对象权限，以控制对数据字段和记录的访问。每个对象都可设置特定级别的访问权限，以创建、读取、编辑和删除这些记录。此访问级别将定义用户可操作字段记录的范围。.
Field Audit Trail（现场审计跟踪）可让您保留已存档的现场历史数据，从数据存档时算起，最长可保留 10 年。.