Total Balance
₺ 2.487.640
Net P/L+₺ 184.920
Iki ayri urun, tek operasyon
CRM yonetim paneli ve yatirimci bankacilik uygulamasi
CRM ofis aginda calisir; mobil uygulama telefonla kayit, yatirim ekrani, canli destek ve hesap gorunumleri sunar. Tum musteri olaylari CRM'e duser.
Urun 1
Ofis CRM yonetim paneli
One-click application review
Emir Yilmaz
Phone: +90 532 000 0000
Email: emir.yilmaz@example.com
Balance
₺ 2.487.640
Urun 2
Yatirimci mobil bankacilik urunu
09:415G 100%
Investment Account
Hello, Emir
Deposit Wallet
TRC20 · 8Dq...42ABIST 30+12.8%
₺ 846.200Gold Fund+4.1%
₺ 392.460Crypto Reserve-1.6%
₺ 218.900Bank transferIBAN
Crypto depositTRC20 / BTC
Profit withdrawalT+0
BIST 30+1.42%
USD/TRY+0.18%
BTC-0.74%
Live investment and price data should be delivered from an allowed market-data IP/API.
Support: How can we help?
Integration
CRM controls investor app state
Register by phone
Client signs up in the banking app; phone number and profile create a CRM application.
One-click CRM review
Agent opens the application without exposing unrelated client data.
Balance and payout control
CRM operations update the investor's visible balance and payout state.
Chat to CRM
Messages from the mobile support chat become CRM tickets and status notes.
Security
Office-only CRM and production boundaries
CRM office network only
Production CRM must be blocked outside the office network with IP allowlists, VPN, MFA, and session controls.
Wallet custody backend
Real wallet generation and private keys must never live in frontend code; use backend custody, approvals, and audit logs.
Client data minimization
Agents should open only the selected application/client record, not unrestricted customer lists.
Client comments
Status notes