Lead Generation
Coming soonCampaigns & inbound channels
Complete client lifecycle CRM
Run your entire client lifecycle from one CRM.
Capture leads, manage sales, onboard clients, handle compliance, track payments and manage renewals, without switching between disconnected systems.
Product capabilities
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Role-based access
Control what different users and teams can access.
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Approval workflows
Keep important operational actions under controlled review.
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Audit history
Maintain visibility into important changes and activity.
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Dedicated deployment
A dedicated TradePacer installation for your business.
Why TradePacer
Your client journey shouldn't live across disconnected systems.
Leads, follow-ups, client records, compliance, payments and service often become fragmented across separate tools and manual processes. TradePacer brings the complete client lifecycle together in one connected CRM.
Lead Management
Capture, assign & qualify
Sales & Follow-ups
Calls, emails & next actions
Deal Pipeline
Opportunities & progression
Client Record
One connected profile
Compliance & KYC
Checks, reviews & approvals
Payments & Revenue
Capture, allocate & track
Service Delivery
Ongoing client operations
Tasks & Activities
Team workflow visibility
AI Agent
Coming soonAssisted workflows & replies
Reports & Analytics
Pipeline & management view
Renewal & Retention
Next action & relationship
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Lead Generation
Coming soonCampaigns & inbound channels
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Lead Management
Capture, assign & qualify
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Sales & Follow-ups
Calls, emails & next actions
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Deal Pipeline
Opportunities & progression
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Client Record
One connected profile
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Compliance & KYC
Checks, reviews & approvals
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Payments & Revenue
Capture, allocate & track
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Service Delivery
Ongoing client operations
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Tasks & Activities
Team workflow visibility
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AI Agent
Coming soonAssisted workflows & replies
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Reports & Analytics
Pipeline & management view
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Renewal & Retention
Next action & relationship
Product overview
See the lifecycle in motion
A walkthrough from lead intake through conversion, compliance onboarding, service activation, and renewal, in one connected workspace.
The complete client lifecycle
One connected journey from lead to renewal.
Follow every client from first contact through sales, onboarding, compliance, payments, active service and renewal, with each stage connected to the next.
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Capture enquiries, assign ownership and keep follow-ups visible.
Explore Lead -
Manage conversations, next actions and progress toward conversion.
Explore Sales -
Move converted opportunities into a complete client record.
Explore Client -
Manage required checks and approvals where compliance is enabled.
Explore Compliance -
Track payment activity and maintain revenue visibility.
Explore Payments -
Keep ongoing client activity, tasks and service information connected.
Explore Service -
Identify upcoming renewals and continue the relationship.
Explore Renewal
TradePacer in action
Everything your teams need to move clients forward.
Sales CRM
Turn every lead into a clear next action.
Bring lead capture, ownership, conversations and follow-ups into one sales workflow so your team always knows what happens next.
- Lead capture and assignment
- Status and sales progression
- Follow-ups and next actions
- Conversation and activity visibility
- Lead-to-client conversion
Client Operations
One client record. The full operational story.
Keep client information, compliance activity, payments and ongoing service connected around one client record.
- Complete client record
- Activities and operational history
- Compliance status where enabled
- Payment visibility
- Ongoing service information
Management & Reporting
See the business, not just the pipeline.
Give managers visibility across sales activity, client operations, payments and team performance from connected reporting.
- Management dashboards
- Sales and activity visibility
- Payment and revenue reporting
- Team performance insight
- Operational reporting
Extend TradePacer
More capabilities when your operation needs them.
TradePacer also supports specialist workflows for compliance, research, workforce operations and customer access, while keeping them connected to the client lifecycle.
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Compliance & KYC
Manage required checks, reviews and approvals alongside the client record where compliance is enabled.
Explore Compliance & KYC -
Research & Advisory
Publish research and advisory content to eligible clients through connected delivery workflows.
Explore Research & Advisory -
Workforce
Support employee and operational workflows alongside the wider business platform.
Explore Workforce -
Customer Portal
Give customers access to relevant information and self-service tasks through a connected portal.
Explore Customer Portal
Built for every team
Built for every team in the client lifecycle.
Sales, managers, operations and compliance work in the same system, with the visibility each role needs.
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Sales Teams
Give agents a focused workspace for assigned leads, follow-ups and conversion, without hunting across spreadsheets.
- Assigned lead queues
- Follow-ups and dispositions
- Lead-to-client handoff
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Managers
See team performance, lead sources, pipeline health and revenue, scoped to your organisation unit.
- Team and pipeline visibility
- Assignment and coaching
- Revenue and reporting
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Operations
Keep client records, payments and ongoing service connected so operational work stays in one place.
- Complete client records
- Payment visibility
- Service and status context
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Compliance
Run KYC, risk, agreements and approval as a connected workflow on the client record, when compliance is enabled.
- Onboarding review queues
- KYC and risk workflows
- Approval before activation
Security & deployment
Built for controlled business operations.
Access control, approvals and auditable activity are built into TradePacer, with a dedicated installation for your business.
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Role-based access control
Granular permissions define what each role can do across the platform.
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Record-level scopes
OWN, TEAM, DEPARTMENT and ALL scopes limit which records users can see or change.
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Approval workflows
High-risk actions can require controlled review before they take effect.
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Audit trails
Important state changes are attributed to authenticated users for review.
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Optional MFA
Two-factor authentication can be enforced by installation policy when required.
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Dedicated deployment
Each client organisation runs a dedicated TradePacer installation and database.
Insights
From the TradePacer blog
Guides and operating notes on sales follow-ups, compliance onboarding, payments, renewals, and running the full client lifecycle in one system.
Featured Lifecycle
Why one CRM beats a stack of handoffs
Leads, clients, payments, and renewals belong on one record. Here is what breaks when they do not — and what changes when they do.
Next step
See how TradePacer fits your operation.
Walk through your current process with us and see how TradePacer can bring your client lifecycle into one system.