PLATFORM · CRM
The CRM. Built for a broker's sales floor.
Broker-vocabulary segments. Native WhatsApp and Telegram. Supervisor hierarchy governed by RBAC. Every touch lives in the customer file.
Generic CRMs do not speak broker. They track leads, deals, and pipelines — and leave the broker's team to translate "dormant trader," "near-churn," "fresh-deposit," and "loss-streak-at-limit" into something the tool can model. Slate's CRM was built for a broker's sales floor from the first commit. It speaks the language, it connects to the channels sales teams actually use, and it leaves the compliance officer a clean audit trail of every touch.
Broker vocabulary as first-class objects
Dormant, near-churn, fresh-deposit, at-risk, loss-streak, withdrawal-risk — every segment your head of retention has in mind.
Slate's segment builder doesn't ask you to translate broker intent into generic CRM filters. It ships with the broker-native segments — the cohorts your retention team already tracks in their heads. Build a segment once; it refreshes every hour; point a workflow at it and the CRM coordinates the outreach automatically. The segmentation your best retention manager uses in their head, now running on every client at once.
Native messaging, not a plugin
WhatsApp and Telegram as first-class channels. Every message in the customer file.
A broker's sales floor runs on WhatsApp. Slate ships with native WhatsApp Business and native Telegram Bot integrations — no external messaging SaaS, no plugin marketplace, no monthly middleware license. Agents send and receive through the same CRM they use for calls and email. Every message, every call transcript, every internal note threads into the customer record. Any new messaging channel — a regional app, a future platform — is the same story as every other integration in Slate: live in hours, not weeks.
Supervisor hierarchy
Team leaders coach. Compliance audits. RBAC decides who sees what.
The sales-floor hierarchy is modeled directly: agents, team leaders, sales managers, compliance reviewers. Each role has a different view of the same customer file. Team leaders see their team's conversations in real time for coaching. Compliance sees the audit trail and can flag events for review. Agents see only their own customers. The 35 RBAC permissions make every visibility decision explicit — the right people see the right things and nobody else does.
Every touch in the customer file
A single timeline: messages, calls, notes, deposits, trades, compliance events.
The customer record is the source of truth. Every WhatsApp message, every Telegram thread, every inbound call, every SMS, every email, every internal note, every trade, every deposit, every workflow rule firing — threaded into a single timeline. When an agent picks up a conversation six weeks later, or a compliance officer audits a dispute eighteen months later, the full context is one click away. No stitching, no vendor handoff, no missing messages.
Broker-vocabulary segments · Native WhatsApp Business API · Native Telegram Bot API · Call and SMS in customer file · Supervisor hierarchy · 35 RBAC permissions · Audit trail per customer · Any new channel in hours
Use this to solve
See the customer file a Slate broker actually uses.
Book a demo and we'll walk you through a real agent conversation from first message to first deposit — all in one timeline.