Clients & KYC
- Lead funnel with sources and scoring
- KYC tiers with document review states
- Client lifecycle from lead to active account
Desk coverage
Three desks, one record of truth.
Sales, funding, and partner operations are different jobs on the same data. Weke CRM gives each desk its own views and actions while every record stays tenant-isolated and audited.
Funding & Wallets
- Deposits and withdrawals with gateway routing
- Wallet ledgers that reconcile to the cent
- Bonus programs with explicit rules
Partners & IB
- IB structures with rebate schedules
- Commission accruals with visible math
- Partner reporting by window
Inside the console
Leads, scored and sourced
Every prospect carries its source, score, stage, and owner — one disciplined table instead of a spreadsheet nobody trusts.
