AXIS CRM v7.36.0 Update – 2025 Q2 Quality of Life (QOL) Update
Our QOL update introduces a range of quality-of-life improvements designed to enhance your day-to-day experience with the CRM. From enhanced wallet permissions to streamlined data entry and smarter engagement tracking, these updates focus on making your operations faster, simpler, and more intuitive—without compromising on power or control.
Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.
Key Function Highlights
1. Customizable CRM Wallet Permissions
Configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.
2. Enhanced Client Engagement Tracking
Track client and lead engagement more effectively with new timestamps for last calls and email interactions. Easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.
3. Manual Date Entry
You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.
4. “First Deposit Amount” Added to “Comprehensive Account Report”
View the “First Deposit Amount” in the “Comprehensive Account Report” to better evaluate client profitability and growth. Compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.
5. “Client ID” Added to “Request Reports”
“Client IDs” are now visible in “Request Reports”, making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider headquartered in Singapore, with over 15 years of global presence across China, Hong Kong, Malaysia, India, Thailand, and Armenia. We deliver performance-driven, bespoke solutions to more than 350 clients in over 50 countries, offering institutional-grade liquidity, brokerage and prop trading solutions, as well as enterprise blockchain development.
