B2Core Updates Its CRM Solution with Event Notifications, Telegram Integration and Detailed cTrader Data
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In its latest major release, B2Core, the industry-leading CRM solution used by brokerages and exchanges worldwide, has introduced several advanced features to benefit financial organizations. These features include:
B2Core's cutting-edge features make it the go-to CRM solution for financial businesses seeking a dependable platform to suit their requirements.
The B2Core Back Office now comes with the Event Notification module. This offers 27 distinct options for customizing notifications when specific events occur, such as withdrawal requests or successful registration messages. After the event is triggered, the admin user will receive an alert of the event and can decide how to proceed. Additionally, the list of users receiving a notification can be expanded by adding additional admins to the "Users" category.
The event notification module provides a range of channel options to customize — emails, SMS, Slack messages, and Telegram notifications. Admins can select the notification method that best suits them and configure the channel's settings in the "System-Templates" section. All notifications can be easily located in the user card, ensuring that important information is readily available.
To gain further insight into the new Event Notifications module, please refer to the official B2Core documentation page. Additionally, take advantage of the How-To Guide and the References page for detailed information.
B2Core now supports Telegram as a channel for notifications. Those who want to receive such notifications must link their B2Core Back Office account with their Telegram chat ID profile via the admin's card. This can be done by selecting "System — Users — Edit user." Then, users can customize the desired template in the "System — Templates — Telegram" section and update their Event Notifications to include Telegram.
Please refer to the How-to articles if you need help setting up Telegram notifications. These provide step-by-step instructions on how to set up the Telegram templates and notification bot, in addition to a guide on how to get your Telegram chat ID.
The B2Core interface for cTrader accounts has been updated and includes more details. Users can monitor their Equity, Balance, Leverage, Credit, and Free funds in real-time. Furthermore, they can view a graphical representation of historical equity data across various timeframes.
Traders now also have access to current data on user orders and open positions, along with historical data on executed trades and other pertinent information. All of this is presented in an organized, straightforward interface, giving users the critical trading data they need in one location.
The new feature that comes with the new update makes it easier to add funds to multiple accounts at once. By going into the "Accounts" section and clicking on the "Update Balances" window, users can upload a CSV file containing an Email, ID, and amount for accounts they wish to deposit money. This eliminates the hassle of making numerous individual deposits and makes the process more efficient.
B2Core is cementing its spot as a top-choice CRM system for exchanges and brokers with its newest update. With the introduction of the Event Notification Module, Telegram Integration, Detailed cTrader Data, and Bulk Deposits to Client Accounts, B2Core is demonstrating its dedication to delivering a comprehensive and efficient platform. More amazing features will be coming soon, so stay tuned!