Customer management
Accounting, tracking of actions and sessions, connection of support channels.
Product
CRM, transactions and loyalty
The challenge
The task the client came with and why it could not be solved before.
A service with customer accounts needs transactions, verification, loyalty and support — normally four separate systems that fit together badly.
Mechanics
The mechanics the product is built from.
Accounting, tracking of actions and sessions, connection of support channels.
Multi-currency accounts including crypto, full history and multiple payment providers.
Tiers, achievements, bonuses and wager tracking — with sub-systems linked to each other.
Websites are deployed on top of the API, content is localised directly on the site.
Pipeline
The client's path through the product: from sign-up to loyalty and the public website.
Companies and solutions are created in the back office: a ready solution is assembled from a template, and staff get access rights.
KYC: managing the client's documents and verifying contact information, phone numbers and postal addresses.
A multi-currency client account, tracking of the client's activity on the solution website and of client sessions, connection of support channels.
Transaction requests are processed, payment providers are connected and categorised, and the history of operations is kept.
Statuses, achievements and bonuses accrue by configurable rules; subsystems are linked to each other and wagers are tracked.
The public interface is deployed from a solution template on top of the back-office API: payment acceptance, content localisation right on the site.
Where it sits
The back office sits between external services and the interface the client sees.
Payment providers, technical support channels, mailings and notifications.
Companies and solutions, clients and KYC, transactions, loyalty, provider management and localisation.
Websites deployed from solution templates on top of the back-office API and tuned to the client's tasks.
Outcome
Why this is one product rather than several systems glued together by integrations.
Accounting, transactions, verification and loyalty live in one product and work with the same client data.
A new solution for a client is deployed from a ready template rather than built from scratch.
Company staff and their rights are managed in the same interface as client data.
A bonus for a purchase and a tier for completing achievements: rules are configured rather than hard-coded.
Payment providers are connected and categorised in the back office.
The public interface runs on the back-office API, with content localisation right on the site.
Technology
The platform, the stack and the devices the product runs on.
Technologies
Platforms
Links
The product website and the materials about it.
Live demo
Demo access is provided on request.
We will deploy it white-label, tune the processes and onboard your team.