Your sales team calls,the CRM handles the rest.

Every lead lives on a single card from the moment it enters the system.

• Full name, phone with country code, email, source and campaign
• Note history stored with author and date
• Status and activity history (who changed what, and when)
• Assignment history (from which agent to which, and by whom)
• Application history: when the same person fills in a form again, no new record is created — it's added to the existing card as a new application
• Reminders, documents, deposit records and linked MetaTrader 5 accounts on the same card
• Possible duplicate warning for records with the same phone
• An unguessable unique identifier (CRM ID) for every lead

• Records with the same phone are grouped on a dedicated screen
• The manager picks the primary record and decides, field by field, which value to keep
• On merge, notes, applications, reminders and assignment history are combined on one card — no history is lost

• Statuses are fully company-specific: name, background and text color, sidebar order, active/inactive
• Each status is classified as "negative" or "potential"; reports use this classification
• Canned notes — frequently used notes like "No answer" or "Call back" are defined by the manager; each is tied to a status, so the agent updates both note and status in one click

• Date-and-time reminders for every lead
• Due reminders appear on the agent's screen as notifications
• Reminders can be snoozed, edited or closed as seen
• Upcoming and overdue reminder badge in the top bar
• Managers track the whole team's reminders in a single list

An agent's whole day happens on one screen: their lead list on the left, the selected lead's card on the right.

• Move between leads with the arrow keys
• One-click calling; quick-action buttons for WhatsApp and Telegram
• Company-specific dial prefixes (e.g. "call with 20", "call with 50")
• Add a note and change status in a single move
• Set, edit and snooze reminders
• "My clients" and "My reminders" tabs
• Show/hide and sort list columns, avatar display
• Auto-refresh option
• Role-based welcome tour on first login

• Quick search (⌘K / Ctrl+K) — instant search by name, phone or CRM ID; results open on the page that fits the user's role
• Combined filters — CRM ID, full name, email, phone, source, campaign, lead status, investor or not, assigned agent, keyword in notes (with a last-note-only option), created date, last activity date, last assignment date
• Saved searches — name a filter, pin it to the sidebar and reopen it with one click
• Status shortcuts — every lead status is listed in the sidebar in its own color

• Notifications arrive instantly without a page refresh (new assignment, reminder due)
• Unread counter, mark as read one by one or all at once
• Every notification links straight to the related record
• Users who are online right now are shown live in the sidebar

• Single assignment — give one lead to an agent, optionally with a target status
• Multi-select — select records one by one, page by page, or the entire list matching a filter
• Bulk distribution window — type how many leads each agent gets, or split them with "Distribute evenly to selected"
• Post-assignment status — choose the status distributed leads start with, or keep the current one
• Clear notes — the previous agent's notes are cleared so the new agent starts fresh
• Background processing — distributions of thousands of records are queued and tracked live; the team keeps working
• Every assignment is logged and the agent is notified instantly

Leads from TikTok, Facebook, X and Google Ads are imported into the CRM automatically.

• Auto-assign — each incoming lead is assigned to an agent instantly
• Round-robin — leads are shared among agents in turn, evenly
• Save only — the lead is saved automatically and assigned manually
• Assigned leads reach the agent's screen with a notification
• All behavior is configured from the panel

• Files are previewed on screen before import
• Sheet selection for multi-sheet files
• Column headers are matched automatically from Turkish names; unmatched ones are mapped manually
• Phone numbers are parsed by country code; leading zeros, spaces and brackets are removed and length is validated per country
• Duplicates within the file and people already in the system are flagged before import
• Faulty rows are fixed or removed on screen — no need to re-upload the file
• Choose a conflict policy: treat as a new application, skip, or give to another agent
• Source tag and direct agent assignment during upload

• Your Google account connects via secure authorization (OAuth)
• Pick a file and sheet from Drive and map columns to CRM fields
• Mappings are previewed with sample rows before saving
• The sheet is scanned periodically and new rows become leads automatically
• Define multiple sheets at once and switch each on or off individually

• Source and campaign values are tracked separately — see how many leads each one brings
• Differently spelled campaign names ("Facebook", "facebook", "FB") are merged under one name in bulk
• The source field on the new lead form can be locked via company settings
• UTM fields are stored with the lead: source, medium, campaign, content, term and click ID
• Medium is a closed list (cpc, lead_ad, organic, email, referral, manual, purchased data, other); variant spellings are matched automatically
• Give UTM values readable aliases and hide unwanted values from reports

• Summary cards — number of campaigns, total leads, potential, negative, investor count, total deposits
• Top 10 campaigns by leads — chart (with negative / neutral / potential breakdown)
• Status distribution — chart
• Campaign table — leads, potential, negative, investors, conversion rate, deposit amount, last lead date; sortable by every column
• Campaign name or UTM breakdown — view
• Campaign detail — status distribution (count and percentage), monthly trend, top-performing agents; jump to that campaign's lead list in one click
• Date range filter; filters live in the URL, so a report link can be shared as-is
• No manual numbers: notes, statuses and deposits entered by agents show up in reports instantly

• Template messaging (Respond.io integration) — approved templates are pulled into the CRM, fields like full name fill in automatically, sent in one click
• Two-way sync — a message from an unknown number can open a lead automatically; the handling agent and contact details stay identical in both systems; status and contact changes in the CRM are reflected on the other side
• Email — send from your own corporate address via Mailgun or your own SMTP server; daily sending limit
• Email template designer — build HTML templates in the panel; lead details drop in as variables
• Every message sent leaves a trace on the lead card

The Respond.io subscription is purchased separately; FX360 CRM provides the integration.

• When a lead deposits, the same card becomes an "investor" with its history intact; it can be reverted if needed
• Deposit records are stored with amount, date, note and the user who entered them; editable
• MetaTrader 5 integration — configured servers and account groups are listed in the panel; open a new MT5 account for a lead from the CRM by setting group, leverage and password; link an existing account (login) to the card; the same account can't be linked to two people; define multiple MT5 servers (e.g. demo and live) at once

• ID, contracts and similar documents are dragged and dropped onto the lead card
• Each document is listed with uploader, date and size
• Documents never sit at public URLs; download links expire quickly
• The documents tab is open only to authorized roles
• Storage choice: Cloudflare R2 cloud storage (optionally with your own CDN domain) or the installation's own server

• Create teams, set them active/inactive, add/remove members, assign team leads
• Users not assigned to a team are listed separately
• Team lead panel — the lead sees only their team's leads, reassigns within the team individually or in bulk, and edits team records
• User management — create users, assign roles, reset passwords, activate/deactivate accounts, reset two-factor authentication

• System admin

  Data visible: All company data and audit logs

  Can do: Everything: create users, grant permissions, system settings, revoke access

• Manager

  Data visible: All company data

  Can do: Bulk upload and assignment, reports, integration settings, user management

• Sales manager

  Data visible: The lead pool they're responsible for

  Can do: Lead management, bulk assignment, team setup, status and canned note definitions

• Team lead

  Data visible: Only their team's leads

  Can do: Reassign within the team, edit team records

• Agent

  Data visible: Only leads assigned to them

  Can do: Add notes and statuses, set reminders, send messages and emails

• Server-side authorization — every request passes a role check; an unauthorized user who knows the URL can't reach the data
• Agent restrictions — can't see the whole pool, can't bulk export, can't search other agents' records
• Passwords — are stored irreversibly; no one, including system administrators, can see them
• Two-factor authentication (2FA) — with apps like Google Authenticator; 8 single-use backup codes; managers can reset it when needed
• Short-lived session — keys and encrypted connections (HTTPS) for all traffic
• Offboarding — an account is closed in one click and its leads are handed over with their history
• Data isolation — a separate database and file storage for your company; users of another installation can't access your system
• Data ownership — if the contract ends, you receive a full copy of your data

• Bulk assignments, deletions, permission changes, 2FA resets, logins and failed login attempts, and incoming API operations are logged
• Each entry records date-time, category, action, the user and their role, target record, IP address and browser
• Logs are kept in a database separate from customer data and can't be modified from within the app
• Filter by date range and category; visible to management only
• Plus a log tab on every lead card for that record

• Integrations are set up and toggled from the panel without touching code
• Every connection is tested before it's saved
• User mapping (CRM user ↔ provider user) and status mapping
• API keys — shown only at creation; permission scope (e.g. lead creation only), per-minute rate limit, last used time and IP, revoke and rotate, per-key request history
• Built-in API documentation in the panel
• Connect Make, n8n, ad forms and your own website without writing code

• Respond.io

  Provides: Template messaging, two-way contact and assignment sync

• Mailgun

  Provides: High-volume email from your own domain

• SMTP

  Provides: Email through your own mail server

• Google Sheets

  Provides: Automatic lead import from spreadsheets

• MetaTrader 5

  Provides: Account opening, account linking, group management

• Cloudflare R2

  Provides: Cloud storage and CDN for documents

• Local storage

  Provides: Store documents on the installation's own server

• Make, n8n and custom systems

  Provides: Connect via the open API and API keys

• Light, dark or system theme
• Font and interface-wide text size set per user
• Notification preferences
• Change password and set up 2FA from the profile page
• Modular menu: users see only the modules they're authorized for
• Mobile-friendly interface
• Turkish interface