Deposits & retention

From first deposit to lifetime value.

A deposit pipeline for FTDs and a retention desk for re-deposits and win-backs.

Converted isn't the end. Track every deposit, hand clients over to retention and measure lifetime value per campaign, agent and country.

See it in action
Deposits & retention
What's included
Deposit pipeline

Track pending, confirmed and failed deposits with amounts and currencies.

FTD tracking

First-time deposits feed reports, leaderboards and Meta Purchase events.

Retention desk

A dedicated workspace for retention agents with re-deposit targets.

Deposit goals in journeys

Email automations end automatically when a lead deposits.

Revenue leaderboards

Rank agents by deposits and conversions with live leaderboards.

Deposit confirmation audit

Every confirmed deposit is stored with provider and transaction ID.

How it works
  1. 01
    Mark a lead converted
  2. 02
    Record or confirm the deposit
  3. 03
    Retention takes over with targets and reminders
Read the guides
Related features
Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

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United Arab Emirates
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