Connections
Plug any broker CRM + channels into the CRM
Demo Data
Connections
Plug any broker CRM + channels into the CRM
Plug & Play Architecture
Ingest any broker CRM. Send across any channel. One canonical model.
The CRM reads a single canonical trader model. Connect a broker CRM (traders + events) and the channel providers (email + iMessage + SMS) once - then flip the data source from Demo to Live. Nothing in the UI changes.
1Ingest traders
Map the broker CRM fields + events to the canonical contract.
2Connect channels
Hook up email (ESP), iMessage (Sendblue), SMS (10DLC).
3Run flows
Behavioral flows + AI replies start driving deposits.
Broker CRM Sources
Demo DataActive
Deterministic showcase dataset - no broker CRM connected.
Channel Providers
Email via ActiveCampaign / SendGrid
Primary channel - mass sequences & win-back
iMessage via Sendblue API
High-intent 1:1 nudges - bypasses carrier filtering
SMS via Twilio 10DLC
Transactional / opt-in reminders only
Integration Contract
| Canonical field | Type | Maps from broker CRM |
|---|---|---|
| trader.id | string | Unique trader / customer ID |
| trader.email / phone | string | Contact + consent flags |
| trader.status / segment | enum | Lifecycle + behavioral segment |
| event.signup / ftd | event | Registration + first deposit |
| event.deposit / withdrawal | event | Money movement, with value + ts |
| event.login / trade | event | Activity signals for segmentation |
| message.in / out | event | Two-way conversation across channels |
Why this matters
- Broker-agnostic: any CRM with an API (MT4/MT5, cTrader, custom).
- Reuses the affiliate tracker's integration layer.
- Channels swap independently - email, iMessage, SMS.
- AI replies + flows run on the unified trader model.
Consent-aware: opt-in tracked per channel, STOP honored automatically.