Customer management built for trading
Every customer profile holds their trade history, KYC status, partner links, and contact details in one place. Your team gets the full picture without hunting through multiple systems.
- Customer view
- 360°
- Trade history lookup
- Instant
- Partner org linking
- Auto
One profile for every customer relationship
Every interaction, trade, and document sits on a single customer profile your whole team can access. No more cross-referencing spreadsheets and email threads.
- Unified customer profiles with full trade and transaction history
- Linked organization support for B2B partner relationships
- Customer segmentation by volume, currency, and risk tier
- Contact management with business email and phone fallbacks
- KYC status and compliance flags visible on every profile
- Searchable customer directory across all branches
Linked Organization Profiles
When your customer is another business on Telladesk, link their organization to your customer record. Trades between linked organizations mirror automatically, with no double-entry.
Trade History and Volume
See how much a customer has traded, in which currencies, and at what rates. The full history is on their profile, not buried in transaction logs somewhere else.
Activity Notifications
Get notified when a linked partner creates a trade request or opens a negotiation. Your team stays informed without checking the platform manually.
A CRM that fits how you actually work
Profiles, trading history, KYC status, and partner links, all in one place and ready for your team.