Broker CRM solutions provider Markets CRM has announced a series of product updates, introducing capabilities that expand integration with external verification providers, redesign the system for managing client communications, and improve operational controls used by agents in day-to-day work.

The update also includes refinements to lifecycle data consistency, helping teams maintain reliable client records across onboarding, transactions, and operational reporting.

Native integration with Sumsub for client verification

Markets CRM now provides native integration with Sumsub, allowing brokers to use Sumsub as a KYC provider directly within the CRM environment.

The integration can be enabled and configured on a per-brand basis, with verification levels mapped to KYC flows defined on the Sumsub side. Document types collected through Sumsub can be aligned with the document types used inside the CRM, allowing verification data to remain consistent across systems.

Clients can complete the full Sumsub KYC flow without leaving the client area, including document uploads and submission of required information. Once verification is completed, the CRM automatically receives the relevant data, and a client’s validation status can be updated based on the configured rules.

A new document details page provides agents with a unified view of documents uploaded through the CRM, the client area, or Sumsub, with clear identification of the document source and direct access to the related Sumsub client record where applicable.

Sumsub events are also reflected in the integration logs and in the client activity feed, supporting consistent visibility across the verification process.

Redesigned system for client emails

This release introduces a redesigned system for managing client emails, allowing brokers to configure email infrastructure, manage templates, and send communications more flexibly.

Email services can now be configured on a per-brand basis, with the ability to assign different providers for system and custom emails. Brokers can use SMTP servers, transactional email services, or a combination of both depending on operational requirements.

Custom email templates can be created and managed within the CRM, including text content, embedded images, dynamic variables, and translations into multiple languages. Templates can be previewed before use and applied to both individual and bulk communications.

Emails can be sent manually from the client details page or in bulk from the Clients section, using previously configured templates. A dedicated metric for sent emails has been added to the dashboard and to the drilldown report, allowing teams to track communication activity alongside other operational indicators.

Activity related to emails and templates is logged consistently across the system, supporting traceability of client communications.

Google Authenticator support for 2FA

Markets CRM now supports Google Authenticator as a 2FA method, in addition to the previously available Telegram-based option.

Brokers can configure which 2FA methods are available within the system, with the option to enable one or both methods at the same time. Agents can link their Authenticator to the CRM during the standard 2FA flow, and the agent management interface clearly displays which methods are currently linked for each agent.

Where multiple methods are enabled, agents can choose which method to use and set a default option for future logins. The 2FA interface has been adjusted to provide a consistent experience across both available methods.

Improvements to agent workflows and client area configuration

The release introduces a range of improvements aimed at making day-to-day operational work more efficient and reliable for agents, as well as giving brokers more control over the client area experience.

Table presets are now organized into personal, shared, and favorite categories, with clearer management controls and the ability to share configurations across desks and individual agents. Validation statuses and custom fields can be assigned custom colors, improving visual differentiation across tables and detail pages.

Demo account behavior in the client area can be configured on a per-brand basis, including whether clients can create new demo accounts and perform deposits to them.

A new optional “Complete your profile” page can be enabled in the client area to require clients to submit personal information before accessing other parts of the environment, supporting more consistent onboarding logic across brands.

Improvements to lifecycle data consistency

Additional improvements in this release focus on maintaining consistent transaction and lifecycle data across operational workflows.

The deposits and withdrawals grids now display provider amount and provider currency for transactions executed through payment service providers, allowing agents to see the exact values recorded on the PSP side. Provider transaction IDs are populated based on data received from PSPs, supporting reliable reconciliation.

Event logs have been added to the account group and desk details pages, providing visibility into changes affecting these entities. Fee-related events are now shown in the activity logs on deposit and withdrawal details pages.

Markets CRM continues to develop as a flexible operational environment that connects client lifecycle logic, verification, communications, payments, and trading infrastructure within a consistent technology framework.

As brokers expand their operations across regions and regulatory environments, maintaining coherence across verification flows, client communications, and lifecycle data becomes increasingly important. This update represents another step toward enabling that consistency while preserving flexibility across operational models.