AXIS CRM v7.13.0 Update – Smart FX Conversion & New Client Creation API

In this update, we have rolled out a Smart FX conversion capability that allows you to customize your exchange rate sources and easily integrate the rates within your CRM. This new function allows greater flexibility and precision in managing exchange rates for multi-currency transactions. Furthermore, we have introduced a new “Client Creation” API. This API enables integration with third-party platforms and allows client accounts to be automatically created in the CRM, using information from the existing platform. This means that external systems such as a lead generation system or KYC system can automatically initiate an account creation process in the CRM, making client onboarding quicker and absolutely seamless. Additionally, we’ve implemented automatic device recognition during PSP transactions to ensure user interface compatibility across all device types, thereby enhancing the security and tracking of all payment transactions.

Smart FX Conversion

Customized Exchange Rate Sources:
Integrate your preferred exchange rate source directly into the CRM and have greater control and accuracy over your currency conversion rates.

Customizable FX Symbols: Select the source and target symbols even for payment methods that use non-standard international symbols, ensuring accurate currency handling.

API Enhancements

Client Creation API:
The newly added API allows for the integration of your CRM with external platforms, automating the client creation process and streamlining client onboarding. This enhancement boosts efficiency and connectivity with external systems, enabling the porting of existing client information into the CRM.