With its most recent significant upgrade, B2Core, the market-leading CRM system relied upon by brokers and exchanges globally, continues to evolve, providing financial organizations with the latest technologies and simplified operations. The following is included in this update:
- Bulk deposits to client accounts
- Detailed cTrader data availability
- Event notification module
- Telegram integration
These ground-breaking enhancements further solidify B2Core’s position as the CRM solution of choice for financial firms seeking a reliable platform to suit their requirements.
Bulk Deposits to Client Accounts
The latest update includes a new function that makes it easier to deposit money into several accounts simultaneously. In particular, the “Update Balances” window in the “Accounts” section enables users to add money to various selected accounts by uploading a CSV file that contains the Email, ID, and the specific amount, streamlining the procedure.
Event Notification Module
The new Event Notification module from B2Core Back Office allows users and admins to stay well-informed of the latest developments, ensuring that no one misses important information. This new module enables admin users to customize various Event notifications with 27 unique options, from withdrawal requests to successful registration notifications. Once an event is activated, admins receive a notification prompting them to take action as needed. In addition, more admin users can be added under the “Users” category to receive notifications. This update will make managing events much more efficient than ever.
Email, SMS, Slack, and Telegram are all practical notification channels available for users with the event notification module. Admins can choose the notification channel that best meets their preferences and configure the parameters of the selected channel in the “System-Templates”. Furthermore, the user card conveniently contains all event alerts, making it simple to keep informed of crucial information.
For additional information, see the official B2Core documentation page. You can also visit the How-To Guide and the References page to get the best experience with Event Notifications.
Telegram Integration
With the integration of Telegram, the B2Core team has increased the number of channels from which users may choose to get notifications. For users to begin getting Telegram alerts, their B2Core Back Office account must be linked to their Telegram chat ID profile. To accomplish this, select “System — Users — Edit user” from the admin’s card. Users may edit the notification template in the “System — Templates — Telegram” section and include the Telegram channel in the “Event Notifications” section.
You can visit the official How-to articles, which contain instructions for configuring the Telegram templates and Telegram bot and receiving the Telegram chat ID, for a seamless onboarding experience.
Detailed cTrader Data
A new level of functionality has been provided to the B2Core interface on its trading platform for cTrader accounts. Users can now review the indicators of their current accounts, such as Equity, Balance, Leverage, Credit, and Free Funds. Additionally, they may scale these elements according to the time frame and graphically display past equity indicators.
All the essential trading information traders want is now provided in a thorough and user-friendly interface, along with up-to-date data on user orders and open positions, historical information on executed trades, and more.
Verdict
The most recent version of B2Core strengthens its status as the preferred CRM solution for brokers and exchanges. The launch of the Event Notification Module, Telegram Integration, Detailed cTrader Data, and Bulk Deposits to Client Accounts are just a few examples of B2Core’s dedication to providing a thorough and efficient platform. Follow the news for more fascinating new features coming soon!
