Lead to revenue: CRM and the customer 360 view
Every customer gets the follow-up that fits their stage, not bulk messaging
We build one view of each customer: sign-up, identity verification, deposits and withdrawals, trades, support, referrals and campaigns. Automated follow-up journeys cover half-finished sign-ups, unfinished verification, the first deposit, inactivity and win-back; every message respects the customer's consent, a send cap and an automatic stop after success
Who it is for: For businesses whose customers pass through several stages from sign-up to loyalty
What we deliver
- A 360 view of each customer from all sources
- Funnel stages and event tracking: visit, sign-up started, sign-up completed, verification, first deposit, first trade, repeat, active, returned
- Customer segmentation
- Automated journeys: abandoned sign-up, unfinished verification, no first deposit, deposit without a trade, inactivity, win-back and VIP
- A referral program with conditions and a loyalty club
- Consent, unsubscribe and send-cap management; one-time codes never pass through marketing automation
- Impact measurement per journey and per message
What we need from you
- Your event source: the product database or an API
- Message channels: SMS, email, push, Telegram
- Your consent policy
Controls and approvals
- Consent and unsubscribes are always honored
- A cap on messages per time window
- Every journey stops automatically after success
- The automations themselves alert on failure
Typical workflow
01Connect the event source
02Define the funnel and segments
03Switch on the journeys
04Measure and improve
Arfinex
See a daily close using your own operating model
We show how the ledger, reconciliation and management reporting close each day and which exceptions AI agents bring to you for approval