System Overview

System Introduction

Overview

The Whale CRM system enables brokers to view and manage, online, the personal basic information and account-opening/funding information of all registered clients under their firms; it also supports brokers in proactively advancing target clients through their lifecycle, efficiently converting registered clients into active accounts.

For brokers that maintain client relationships through Account Managers, the system allows online management of the Account Manager team and supports assigning clients to corresponding Account Managers according to defined rules, thereby achieving more efficient and user-friendly client service.

The CRM system includes modules such as Client List, Account Managers, My Dashboard, Task Follow-up, and Today's Completion.

Menu Description

Client List

Path: Client Management System > CRM > Client List

After clients of each broker successfully register through the method specified by the broker, their data are aggregated into the Client List menu. When a client completes actions on the platform such as account opening, funding, trading, or inviting others, the Client List records the relevant information.

You can perform operations for different clients such as [Follow-up], [Assign Account Manager], and [Batch Remarks].

When selecting [Assign Account Manager], enter the Account Manager to assign.

You may also select [Batch Remarks] to add related notes.

Account Managers

Path: Client Management System > CRM > Account Managers

This menu is used to maintain and manage CRM-related client service team personnel, including create/read/update/delete operations for Account Managers, QR codes, resignation status, and other information.

Click [Add Account Manager] to add a new CRM Account Manager field entry.

In the action area to the right of a record, you can [Edit] or select [QR Code] to add personal social account information.

If an Account Manager leaves the firm, you can mark that record as [Resigned].

My Dashboard

Path: Client Management System > CRM > My Dashboard

The dashboard presents aggregated data for several key stages prior to a client becoming active—such as pending account opening, pending funding, funded, and traded—helping Account Managers quickly access information and more efficiently convert clients.

Click a lifecycle card to quickly filter all clients at that lifecycle stage.

Clicking a specific client ID opens a drawer on the right that simultaneously displays the client's detailed profile, including personal basic information, asset/trading data, referral relationships, follow-up records, and more, enabling Account Managers to rapidly construct the client's profile and better serve the client.

In the Follow-up Records tab, click [Add Follow-up Record] to record detailed client information, including client intent, client level, contact method, next follow-up time, client tags, remarks, and so forth.

If you have team data permissions, you can view all clients followed by Account Managers within the current team.

Tasks

Path: Client Management System > CRM > Tasks

This menu aggregates the client groups that Account Managers need to follow up on, organized by several core nodes in the conversion process from new user to active account. It includes client basic information and Account Manager follow-up interaction details.

In the right-side action area, click [Follow-up] to enter the client's card-style profile view.

The upper section displays basic client information and the Account Manager's information:

Click the [Follow-up Records] tab to enter and tag common CRM interaction notes.

Click the [Assets/Trading] tab to view the client's asset overview and recent deposit/withdrawal records.

Click the [Referral Relationships] tab to view referral connections.

Today's Completion

Path: Client Management System > CRM > Today's Completion

This menu provides multi-dimensional chart comparisons for progress nodes related to achieving active-account targets driven by client management, primarily presenting information across three dimensions: Client Progress, Daily Follow-ups, and My Daily Reports.

For Client Progress, it offers multi-dimensional chart comparisons (Number of Accounts Opened / Number of Fundings / Pending Account Opening Follow-ups / Pending Funding Follow-ups / TMT Registration Follow-ups / Funded Follow-ups).

For Daily Follow-ups, the workspace area supports querying user (client) records that require follow-up according to filter conditions.

The upper-right area also provides a daily report recording function to facilitate client service staff in recording daily summary notes.