User Management & Access Roles
Manage your employees and access levels. Crassula allows you to create access roles, customize permits, and control any functionality of your product.
Fees management
Manage price lists and individual fees, set mark-ups and pricing plans for different periods. Crassula supports any fee model that runs your business.
Onboarding Management
Get to know your clients by setting different onboarding scenarios, automatic KYC checks, client profiles, document storage and much more all in one place.
CRM
Manage your private and business customers, set connections between the entities, see related accounts, transactions, statuses and fees all in one place. Crassula also allows to create access roles, customize permits and support access to business accounts for multiple parties.
Case Management
Get convenient tools for your compliance team. Crassula Case Management allows sending messages and adding notes, storing communication history in one place.
Transactions Approval & Control
Need to check transactions before sending? Crassula allows adding an extra layer of control over transaction flow by setting single or multi-level transaction pre-approvals.
Dictionaries & Country Groups
Create any user types, user levels and subscription plans with configurable dictionaries. Use the wording that appeal to your target audience. Country groups additionally allow to separate fees and other operations for a given country group instead of per-country settings management.
Marketing - UTM tags
Connect Crassula and your marketing platform via UTM tags to have insights about your audience. Optimize your strategies to increase conversion and LTV of your customers.
Reports
Get track of every penny. From markups to volumes, from currencies to charged fees, Crassula creates flexible and convenient reporting making sure your business is healthy and accountants are happy.
