CRM Data Push
CRM Data Push is designed to provide CRM data owners with a synchronized copy of their CRM data directly to their local MySQL database, ensuring secure, reliable, and timely access to all client-related information.
Automatic CRM Database Replication Service – CRM Data Push
This Automatic CRM Database Replication Service is ideal for brokers, marketers, and developers who need seamless, local access to CRM data for diverse applications.
For brokers, the service facilitates the creation of custom reports, allowing them to track client activity, analyze transactional data, and tailor insights specific to their business needs.
Marketers can use the replicated data to power marketing automation tools, enabling real-time tracking of user activity and triggering personalized marketing campaigns based on key events, such as deposits, withdrawals, or milestone completions. Additionally, this service can function as a robust backup solution, ensuring a safe local copy of all CRM data, which can be invaluable for disaster recovery and compliance.
For developers working on custom mobile, VR, or web applications, having an on-demand, replicated data source is crucial—it enables the development of highly responsive, data-driven user interfaces and experiences that are deeply integrated with real-time client information. This combination of flexibility, security, and real-time access makes the CRM Database Replication Service an irreplaceable tool across various business and technological use cases.
CRM Data Push is designed to provide CRM data owners with a synchronized copy of their CRM data directly to their local MySQL database, ensuring secure, reliable, and timely access to all client-related information. Below is an outline of the replicated tables and the type of information each will contain:
Client List
Description: This table contains a high-level list of all clients within the CRM system, providing an overview for easy identification.
Fields contain:
- client_id: Unique identifier for each clientclient_name: Full name of the client
- registration_date: Date when the client registered
- status: Current status of the client (e.g., active, inactive, disabled)
- email: verified email
- And much much more
Client Personal Details
Description: Contains detailed information about each client, including contact details and demographic information.
Fields contain:
- client_id: Unique identifier (foreign key referencing Client List)email: Email address of the client
- phone_number: Contact number of the client
- address: Physical address of the client
- date_of_birth: Client’s date of birth
- country: Country of residence
- And much much more
Forex CRM Client Logs
Description: Maintains a history of all interactions and actions performed by or for the client.
Fields contain:
- log_id: Unique identifier for each log entry
- client_id: Foreign key to link to the specific client
- action: Type of action taken (e.g., login, update, request)
- timestamp: Date and time of the action
- details: Additional details of the action, if any
- And much more
Client Deposits
Description: Tracks all deposit transactions made by clients into the CRM system.
Fields contain:
- deposit_id: Unique identifier for each depositclient_id: Foreign key to link to the client making the deposit
- amount: Amount deposited
- currency: Currency in which the deposit was made
- timestamp: Date and time of the deposit
- status: Current status of the deposit (e.g., completed, pending, failed)
- And much more
Client Withdrawals
Description: Tracks all withdrawal transactions made by clients from the CRM system.
Fields contain:
- withdrawal_id: Unique identifier for each withdrawalclient_id: Foreign key to link to the client making the withdrawal
- amount: Amount withdrawn
- currency: Currency in which the withdrawal was made
- timestamp: Date and time of the withdrawal
- status: Current status of the withdrawal (e.g., completed, pending, failed)
- And much more
Prop Firm CRM Challenges Payments and Payouts
Description: Records payments made for challenges and any associated payouts to clients who complete challenges.
Fields contain:
- transaction_id: Unique identifier for each payment or payout
- client_id: Foreign key to link to the client involved in the transaction
- type: Type of transaction (e.g., payment, payout)
- amount: Amount involved in the transaction
- timestamp: Date and time of the transaction
- status: Status of the transaction (e.g., successful, pending, failed)
- And much more
Forex Brokerage KYC Documents
Description: Stores details of Know Your Customer (KYC) documentation provided by clients to verify their identity.
Fields contain:
- document_id: Unique identifier for each documentclient_id: Foreign key to link to the client who submitted the document
- document_type: Type of document provided (e.g., ID, proof of address)
- status: Status of the document verification (e.g., verified, pending, rejected)
- submission_date: Date the document was submitted
- And much more
Activity Status
Description: Tracks the current activity status of each client based on engagement metrics.
Fields contain:
- client_id: Foreign key to link to the client
- last_active_date: Last date the client was active
- activity_type: A value representing the client’s activity
- status: Overall activity status (e.g., active, dormant, highly engaged)
- And much more
Activity Status
- Real-Time Sync or Scheduled Replication: Data can be synchronized in real-time or based on a predefined schedule (e.g., hourly, daily).
- Data Integrity and Consistency: The replication process ensures data accuracy and consistency between the CRM and the local MySQL database.
- Secure Connection: All data transfers are encrypted, maintaining client privacy and data security.
This service enables CRM owners to leverage local access to client data for analysis, reporting, or compliance purposes while keeping data synchronized effortlessly with your CRM.
Get access to documentation and consultation for the CRM Data Push
Expert knowledge, replication service details, Documentation, pricing, guides, resources, and tools.
Choose the Octalas Group CRM PUSH Database Replication Service for hassle-free data access with no per-use or usage limitations — all for a simple flat monthly fee. With over 15 years of expertise and a reputation for reliability, we’re the trusted choice to keep your business data effortlessly synchronized and ready to power your custom applications and reports.
Let’s Collaborate with Us!
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.
