We at B2Core are pleased to announce the new major update for our CRM platform, which will address the needs of financial institutions for enhanced capabilities and more efficient workflow. The new version of B2Core includes the following:

• Event notification module
• Telegram integration
• Detailed cTrader data availability
• Bulk deposits to client accounts

B2Core is dedicated to delivering high-quality solutions that help businesses reach their goals. The latest version of B2Core is proof of our commitment to providing our clients with the best CRM tools on the market.

Event Notification Module

Our team added a new Event Notification module to B2Core Back Office! This feature enables administrators to arrange notifications based on 27 different types of events, such as withdrawal requests or successful sign-ups. Once the event is activated, the administrators will be sent a notification, allowing them to take action quickly. Furthermore, you can add extra users to the “Users” category, thus broadening notification coverage.

The event notification module provides administrators with the ability to personalize notifications using a range of communication channels such as email, SMS, Slack, or Telegram. Options for customizing notifications for each channel are available in the “System-Templates” section. All event notifications for the particular user can be accessed and viewed easily on that user’s card.

To get started with the Event Notifications module, check out our official B2Core documentation page to learn more. The How-To Guide and the References page are also available to help you get up to speed quickly.

Telegram Integration

We have added Telegram as a new channel for notifications. To start receiving notifications through Telegram, users should link their B2Core Back Office account with their Telegram chat ID profile. Users can do so by accessing the admin’s card and clicking on “System,” “Users,” and “Edit User.” They can select and set up their preferred notification template under “System — Templates — Telegram” and add the Telegram channel in the Event Notifications module.

To assist you in setting up Telegram notifications, we have created a series of How-to articles that explain how to set up Telegram templates and bot for notifications as well as where to find the Telegram chat ID.

Detailed cTrader Data

Our team has updated the B2Core interface for cTrader accounts to offer a broader range of account analysis features. Now, users can conveniently and precisely keep track of their Equity, Balance, Leverage, Credit, and Free funds indicators. Additionally, historical equity data can be plotted over various timeframes to gain a comprehensive view of the market.

Additionally, live data on user orders and open positions are available, in addition to historical data on executed trades, giving traders comprehensive and easy-to-use access to all the vital information they need to trade effectively.

Bulk Deposits to Client Accounts

The new B2Core update includes an innovative feature that facilitates making deposits into multiple clients’ accounts at one time. Specifically, the “Update Balances” window in the “Accounts” section enables users to input funds to various assigned accounts by importing a CSV file with Email, ID, and exact amount information included. This is a great time-saving feature for handling several client account operations simultaneously.

Conclusion

These new features make B2Core the CRM solution of choice for financial companies looking to effectively manage their operations and improve customer experience. Our comprehensive platform has been trusted by brokers and exchanges worldwide, providing unparalleled reliability for our users. Stay tuned for more updates to come!