Automatic CRM Database Replication Service – CRM Data Push

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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 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 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 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 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• amount: Amount withdrawn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 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 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 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 more

Replication Features

• 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.

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Choose Kenmore Design 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 19 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.