Case study
Broker CRM & desk operations
End-to-end broker CRM for leads, KYC, deposits/withdrawals, IB trees, and retention desks — one queue of truth instead of sheets and chat.
Category
Project
Client context
Brokerage & trading
Stack
React · Node.js · PostgreSQL · REST APIs · Role-based auth
The challenge
Leads sat in forms and WhatsApp. KYC docs lived in email. Deposit and withdrawal requests had no shared status. Desk heads could not see pipeline health or IB ownership without rebuilding reports by hand.
What we built
We delivered a role-based broker CRM with lead capture and assignment, KYC document checklists, client profiles, deposit/withdrawal queues, IB tree views, and retention task boards — wired for future MT5 account linking.
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Approach
How we typically delivered this
A pattern we reuse across portals and ops platforms — adapted to each network.
01
Understand the network
Partner types, ops bottlenecks, and what “done” looks like for finance and admin.
02
Design the control plane
Login, stages, documents, and ledger rules that match how you actually work.
03
Ship in stages
Pilot with real users, harden access and monitoring, then expand coverage.
04
Hand over cleanly
Admin playbooks, ownership, and a support window so your team can run it.
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