Tenant isolation.
Every record belongs to exactly one tenant. Data, roles, and pipelines are scoped at the platform layer, not by convention.
How Weke CRM keeps operations honest
Operations you can audit.
Multi-tenant by construction, role-scoped by default, and ledgered wherever money moves. When a regulator or an owner asks how a number happened, the trail already exists.
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01
Capture the lead
Every prospect arrives with a source and an owner, and every stage change writes an activity. The funnel is a record, not a whiteboard.
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02
Verify the client
KYC runs on explicit tiers with document review states. An account's verification status is a fact on the record, never a guess.
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03
Fund the account
Deposits, withdrawals, and rebates land as ledger entries that reconcile to the cent — money never moves without a matching row.
- Complete trails
- Compliance baseline
Role-scoped actions.
Sales, risk, finance, and support see the same truth through different permissions — and the approval inbox only offers actions your role can take.
Ledger discipline.
Wallets, deposits, and rebates run on entries that must reconcile. The dashboard's numbers are sums over the ledger, not estimates.
Inside the console
The operations overview
Funding flow, lead funnel, funding mix, and deal outcomes on one screen — every figure traceable to the records beneath it.
