CRM Platform Modules

Empower your forex trading with Whaledash’s cutting-edge features. Streamline client management, enhance communication, and elevate your business efficiency to new heights. Here you can discover some modules that already included in our solution.

Customer Area

Give your clients the power to manage their personal data, trading accounts and payments.
Whaledash Personal Area lets your clients fulfill their needs and interact with your team if necessary.

Backoffice

Give your employees a powerfull tool to manage your clients’ data and trading accounts, retrieve reports, receive notifications and perform various daily operational tasks.

Partner Area

Give your partners insights and transparency of their referrals and financial benefits. Multi-level structure, flexible tariffs, campaign management, approvals and more tools for managing your partner network.

Payment Gateway

Connect your digital wallet with any payment provider in the world.
Whaledash Payment Gateway allows you to offer your clients the flixibility of payments.
Our team can add integration with any payment provider you would like to cooperate with.

Verification Gateway

Experience the future of secure trading with our advanced Verification Gateway. Seamlessly integrated into Whaledash, our state-of-the-art gateway ensures airtight security for your transactions. Say goodbye to worries about unauthorized access and fraudulent activities.

Single Sign On

Centralised user management with advanced security profile customization.
Whaledash SSO gives your users one account for all applications within the system.

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Unlock growth opportunities for your forex business. Request a personalized presentation today to discover how our tailored Forex CRM can elevate your operations.

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