One profile, the whole relationship.
Trades, KYC, contacts, and partner links on a single record. Nobody is cross-referencing a spreadsheet to find a phone number.
When the customer is another desk.
Link the organization. Trades mirror. The second entry is the system’s problem, not yours.
History that isn’t a scavenger hunt.
Volume, currencies, and rates sit on the profile, not buried in a transaction log somewhere else.
The team hears it when it happens.
A partner opens a negotiation or sends a trade request. You don’t find out because someone remembered to forward it.
Partners that are actually linked.
Reciprocal records.
When a customer is another business on Telladesk, the link exists on both sides. You’re not maintaining two lists that drift apart.
Mirrored trades.
Trades between linked organizations write the opposite type on the other book. Same pair, no re-keying.
Nile Exchange Ltd
Business customer
| Ref | Your books | Their books | Status |
|---|---|---|---|
| TRD-88421 | BUY 50,000 USD | SELL 50,000 USD | Mirrored |
| TRD-88367 | SELL 12,000 EUR | BUY 12,000 EUR | Mirrored |
Volume, rates, and the last deal — on the profile.
Trade history in context.
What they traded, in which currencies, at what rates. The profile holds it so you aren’t reconstructing a relationship from receipts.
KYC where you look anyway.
Verification status and compliance flags sit next to the relationship, not in a folder your sales team never opens.
Trade history
Nile Exchange Ltd · 47 trades
| Ref | Date | Type | Amount | Rate | Total |
|---|---|---|---|---|---|
| TRD-88421 | 29 Aug | BUY | 50,000 USD | 3,735 | UGX 186,750,000 |
| TRD-88367 | 28 Aug | SELL | 12,000 EUR | 4,048 | UGX 48,576,000 |
| TRD-88301 | 27 Aug | BUY | 8,500 GBP | 4,710 | UGX 40,035,000 |
What sits on a customer record
A single record for every relationship
Trade history, KYC status, partner links, and contacts live together. The person at the counter isn’t asking three people for the rest of the picture.
The directory your whole team can use
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.