B2Core, the go-to CRM solution for brokers and exchanges, is taking its features to the next level with its latest update. Thanks to this new version, financial companies are now empowered with advanced functionalities and improved operational efficiency. Among its features:
- New event notification module
- Telegram integration
- Detailed cTrader data access
- Bulk deposits to client accounts
Powered by these new features, B2Core remains the solution of choice for companies in the financial sector seeking reliable CRM software.
Event Notification Module
The newest version of B2Core Back Office includes a powerful Event Notification module. In this section, admins can customize and configure notifications triggered by 27 events, such as withdrawal requests and successful registration processes. The admins will then receive a notification when the event is activated, allowing them to take necessary action. You can also add more administrators to the “Users” section to broaden the scope of those who can receive notifications.
The event notification module allows administrators to set up receiving notifications through various channels — email, SMS, Slack, and Telegram. The “System-Templates” section can be accessed to set up the desired preferences for preferred channels. All event notifications are displayed on the user card for easy access and viewing.
To get more detailed information on the new Event Notifications module, please refer to the official B2Core documentation page. Additionally, use the How-To Guide and the References page for more information.
Telegram Integration
Users can now connect their B2Core Back Office account with their Telegram chat ID profile to start receiving notifications via the Telegram channel. To do this, they must go to “System — Users — Edit user” in their admin’s card. From this section, they can configure the desired template in “System — Templates — Telegram” and add the Telegram channel to the notifications in the Event Notifications.
For assistance in setting up Telegram notifications, please refer to our How-to articles on configuring the Telegram templates and the Telegram bot, as well as finding your Telegram chat ID.
Detailed cTrader Data
The B2Core interface for cTrader accounts was upgraded to include more extensive details. Users can now review their current account state with Equity, Balance, Leverage, Credit, and Free funds indicators. In addition, they can view historical equity figures graphically and resize these components based on the chosen timeframe.
The upgraded interface is comprehensive and easy to use, offering traders access to current data on user orders and open positions, in addition to historical data on executed trades and other pertinent information. Now, all the necessary trading information can be found in one place.
Bulk Deposits to Client Accounts
The new version of B2Core features a new tool that makes it easier to deposit funds into multiple accounts at once. In the Accounts section, users can access the “Update Balances” window to upload a CSV file containing an email address, ID, and the exact amount for those accounts they wish to transfer funds. This streamlined approach saves time and makes it easier to manage funds across many accounts.
Conclusion
B2Core has solidified its position as the top CRM choice for brokers and exchanges by introducing a range of new updates. The Event Notification Module, Telegram Integration, Detailed cTrader Data, and Bulk Deposits to Client Accounts demonstrate B2Core’s dedication to delivering an efficient and comprehensive platform.
Disclaimer: This is a paid post and should not be treated as news/advice.
