Deals advance on evidence, not optimism.
Broker operations CRM
Run the brokerage without losing the thread.
Weke CRM is the operations backbone for broker teams — leads, KYC, funding, partners, and support in one tenant-isolated workspace where every change leaves a trace.
The client journey
From first click to funded account.
A lead becomes a client through visible stages — captured, contacted, qualified, converted — with assignment handled by round-robin rules, not by memory.
Desk coverage
Three desks, one tenant.
Sales, funding, and partners work the same records under the same roles and the same audit trail.
Clients & KYC
Leads, onboarding, verification tiers, and the client lifecycle in one funnel.
Funding & Wallets
Deposits, withdrawals, gateways, and wallet ledgers that reconcile to the cent.
Partners & IB
Introducing brokers, rebate schedules, and commission accruals with visible math.
How Weke CRM keeps operations honest
Status you can trust at a glance.
Every stage change writes an activity, every financial move writes a ledger entry, and every role sees exactly what it is allowed to touch.
- 01 — Capture the lead
- 02 — Verify the client
- 03 — Fund the account