Sales, Retention & Back Office
AltCRM
The operation platform behind your brokerage — sales floor, compliance, finance, risk, and reporting in one place. Every lead gets worked, every dollar moves through maker-checker approval, and every action lands in the audit trail.
Leads & Sales Automation
Every lead worked. No lead wasted.
AltCRM runs the full lead lifecycle. Bulk-import from Excel, or let scheduled Google Sheets auto-ingestion pull your Meta ad campaign feeds in on their own. Auto-assign plans balance new leads against each agent's capacity, configurable scoring surfaces the hot ones, and a pre-leads pipeline keeps unqualified contacts out of the floor's way.
- Meta ad campaign feeds land automatically via scheduled Google Sheets ingestion
- Stale leads auto-retire on your staleness rules — with a recovery path back
- Duplicate detection and per-day agent lead-request caps keep the floor honest
- Color-coded lead tags in three modes: plain labels, approval-gated, or automation-triggering
Campaigns & Email
Campaigns that prove their cost per lead.
Nested parent/child campaigns roll up side by side, compared on member counts, conversion rate, budget, and cost per lead — so you know which spend is working before the month closes. A step-by-step email blast wizard with a template library handles outreach, and every send is logged and searchable.
- Compare campaigns on members, conversion rate, budget, and cost per lead
- Step-by-step blast wizard with reusable templates
- Searchable send logs for every blast
- Campaign cohort conversion report shows which campaigns actually convert
Customer 360 & Retention
One customer. One screen. The whole story.
Each client gets a single profile with Compliance, Finance, Trading, and CRM hubs plus a graphical activity timeline. When support needs to see what the client sees, Investor View gives audited, read-only impersonation — no shared passwords, no guesswork. Retention floor management and inactive-customer detection make sure nobody quietly drifts away.
- Investor View: audited, read-only customer impersonation for support
- Retention floor management and inactive-customer detection
- Per-customer feature gating — switch capabilities on and off per client
- Product-usage analytics sit right alongside trade stats
Finance Operations
Maker-checker money movement, with SLAs you can see.
Deposits, withdrawals, and transfers move through a three-phase lifecycle: the agent records, a manager approves, finance executes. No single person touches money alone. The Finance Approval SLA report shows medians and p90s by method and by approver — and an oldest-pending queue so nothing sits forgotten.
- Agent records, manager approves, finance executes — on every movement
- SLA medians and p90s by payment method and by approver, plus the oldest-pending queue
- Balance Correction Insights tracks every manual balance change with before/after values
- Execution-type settings configurable per category
Risk & Surveillance
See risk before it becomes a loss.
A tabbed risk dashboard covers the whole book: overview, per-symbol exposure, accounts at risk, open positions, limits and rules, an audit log, and historical VaR. Suspicious Flow detection flags abnormal profit patterns with the reasons spelled out — and thresholds you tune to your risk appetite, not someone else's.
- Suspicious Flow flags abnormal profit patterns, with reasons and tunable thresholds
- Live margin-call feed keeps the risk desk ahead of blow-ups
- Margin cascade settings per account — the guardrails AltTrade enforces on the floor
- Limits, rules, and a full risk audit log in one place
Reporting & BI
The numbers owners actually ask for.
An executive dashboard tracks money in and out across projects, Broker P&L, AUM, prior-period comparison, and a project league table. Behind it sit 14+ purpose-built reports — Client Funds balance sheet, swap report, IB commission, and an active-trading-hours heatmap you can drill into in 15-minute slices.
- Cross-project money in / money out with prior-period comparison
- Client Funds balance sheet, swap report, and IB commission reports
- Active-trading-hours heatmap with 15-minute drilldown
- Engagement leaderboards and inactive-customer breakdowns
Sales Floor Energy
Put the floor on the big screen.
A live Sales Floor TV broadcasts deals as they land, with real-time flash bonuses and celebration clips that keep the room loud. Activity and employee leaderboards keep score all day, and per-employee lead targets make the goal concrete for every seat on the floor.
- Deals broadcast to the floor TV the moment they land
- Flash bonuses and celebration clips fire in real time
- Activity and employee leaderboards keep the floor competitive
- Lead targets set per employee
And the Back Office
Call center, permissions, and people ops — built in.
PBX Call Center
Per-agent extensions with full call history and call recordings managers can pull up and review — right inside AltCRM.
Scored Call Reviews
Calls reviewed and scored 0–10 with types and tags, rolled up into per-employee call rating reports.
Agent Contact Timeline
See where each agent’s day went — time on phone, email, and chat in a single timeline.
Permissions, Not Roles
Every button, page, and action is gated by fine-grained permissions bundled into custom permission groups — no fixed roles. A company-wide audit trail records who did what.
Directory & Hierarchy
An employee directory and team hierarchy that mirror how your floor is actually organized.
Time & Attendance
Check-in/check-out timecards, break management, and a leave, attendance, and holiday calendar — people ops without another system.
AltCRM is the broker-side half of the Altrogi Suite — it supervises the trading your clients do in AltTrade and the accounts they manage in AltCore, with tenant-level controls in AltOps. Every workflow above is documented in the Altrogi Help Center.
The Altrogi Suite
Explore the rest of the platform
See it live under your brand.
Book a demo and walk through the platform with our team — configured the way your brokerage would run it.
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