Every desk in the brokerage. One system of record.
LumireCRM replaces the five-tool stack — CRM, KYC, payments, marketing automation, reporting — with one API-first, multi-tenant platform. Everything on this page is shipping code, not roadmap. The numbers below are counted from the codebase.
API modules
counted in apps/api
typed domain events
one bus, every consumer
API key scopes
default-deny
SDK languages
TS · Go · PHP · Python
Six desks. Sixty modules. Zero duct tape.
01
CRM & sales desk
Leads in, traders out. Routing, pipelines, conversion, retention.
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02
Money operations
A real ledger: state machines, dual control, crypto rail, audit trail.
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03
KYC & compliance
AI-assisted review with a compliance officer’s override, fully logged.
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04
Marketing & ads
The ad platforms finally see your funnel — server-side, attributed.
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05
IB network
Partners, sub-IBs, rebates — settled automatically, disputed never.
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06
Platform & API
API-first and multi-tenant — the part competitors bolt on, built in.
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Leads in, traders out. Routing, pipelines, conversion, retention.
- Leads arrive from Meta Lead Ads, Google lead forms, the public API, or the admin — deduped and routed by round-robin, geo, or first-available rules.
- Attribution captured at the door: click IDs, UTM set, ad / adset / campaign — so every funnel report can be traced back to spend.
- Pipelines with transactional lead → trader conversion; every stage change fires the event bus.
- Retention analytics out of the box: scorecards, churn tiers, cohort LTV. Global search, tags, and segments across the book.
A real ledger: state machines, dual control, crypto rail, audit trail.
- Deposits and withdrawals run a strict state machine (requested → approved → settled) — dual-control approval on withdrawals over $1,000.
- Self-hosted crypto rail: USDT address mint on BSC and BASE, on-chain scan, idempotent credit, treasury sweep behind OTP.
- FX-normalised reconciliation, PDF invoices and statements, CSV export.
- Bonuses auto-issue into an audited credit-line ledger; VIP tiers re-evaluate on a cron, not on a promise.
AI-assisted review with a compliance officer’s override, fully logged.
- Hosted KYC portal on HMAC session tokens — embed it in your funnel or send a link.
- Self-hosted AI document analysis with auto-approve on clean submissions; manual queue and override for compliance ops.
- Sanctions screening at onboarding and again before payouts.
- Every transition is audit-logged — actor, action, before and after — with rolling retention sweeps.
The ad platforms finally see your funnel — server-side, attributed.
- Meta Lead Ads ingestion over signed webhooks; Google lead forms through the same inbound pipe.
- Server-side conversions: Meta CAPI and Google Data Manager events pushed straight off the event bus — lead, KYC approved, first deposit.
- Nightly ad-spend sync per ad: CPL and cost-per-FTD computed against settled deposits, not vanity clicks.
- Custom Audiences built from segments and resynced on schedule; affiliate S2S postbacks for the trackers your buyers already run.
- Drip campaigns across email, SMS, and WhatsApp — a 30-second executor with a full execution log.
Partners, sub-IBs, rebates — settled automatically, disputed never.
- Multi-tier IB trees with per-tier rebates; commissions post to the ledger on every settled deposit.
- Refer-a-friend with HMAC-signed public endpoints and dual credit grants.
- Staff and public leaderboards with snapshots — prize claims go through dual control like any other payout.
API-first and multi-tenant — the part competitors bolt on, built in.
- 19 typed domain events fan out to per-tenant socket rooms, workflows, webhooks, and ad platforms — one bus, every consumer.
- Public REST API under scoped keys: 7 scopes, Argon2id-hashed, default-deny on scoped routes.
- HMAC-signed webhooks with timestamped signatures, 5 delivery attempts, SSRF guard, and a full delivery log.
- OpenAPI docs plus generated SDKs in TypeScript, Go, PHP, and Python.
- Multi-tenant from day one: Postgres row-level security — one cluster, many brokers, zero crossed wires.
Next step
See it running on your own book.
Thirty minutes, live tenant, your funnel. No deck.