ST CRM Gets Smarter: Live Statistics, Auto-Refresh Dashboard, and Dedicated Manager Analytics
Broker operations run on data. Not yesterday's data, not static snapshots — real data that reflects what's happening right now in your business.
The December update to ST CRM delivers exactly that: live statistics across key sections, a dashboard that keeps itself current, and a dedicated space to track manager performance. This release focuses on giving broker teams faster access to the metrics that matter, without manual refreshes or waiting for reports to generate.
Here's what changed and why it matters for your operations.
Real-Time Stats Bar: Key Metrics Always Visible¶
We've added a statistics bar that sits above your tables in four critical sections: Customers/Leads, Accounts, Finances, and Managers.
The stats bar displays metrics that update automatically based on your current filters. Change the date range, adjust the status filter, or narrow down by account type — the numbers recalculate instantly to match what you're viewing.
This means your team can answer questions like "How many verified accounts do we have this month?" or "What's the total deposit volume for leads assigned to the EMEA team?" without leaving the table view or switching to a separate reporting tool.
The stats bar shows: - Total counts (customers, leads, accounts, managers) - Key financial aggregates (deposits, withdrawals, balance totals) - Status breakdowns (active/inactive accounts, verified/unverified clients) - Performance indicators tied to filtered data
Every metric reflects the exact dataset you're working with at that moment. If you filter the Accounts table to show only verified clients from the last 30 days, the stats bar shows totals for that subset — not the entire database.
Why this matters for brokers¶
Most CRMs force you to jump between screens to see summary data. You're working in the Accounts section, but to check total deposit volume for a specific segment, you need to open a report, apply filters again, and wait for it to load.
ST CRM eliminates that friction. The data you need is right there, updating as you refine your view. Your team spends less time clicking through menus and more time making decisions.
For brokers managing thousands of clients across multiple regions or account types, this visibility matters. Support teams can see client volume trends in real time. Compliance officers can track verification rates without generating custom reports. Sales managers can monitor lead conversion metrics while working directly in the lead pipeline.
Dashboard with Persistent Auto-Refresh¶
The ST CRM dashboard now refreshes automatically and persistently.
Open the dashboard in the morning, and it stays current throughout your workday. No manual refresh needed. The system pulls updated data at regular intervals, so the widgets, charts, and summaries you're looking at always reflect the latest state of your operations.
This applies to:
- Client activity charts
- Financial flow summaries
- Manager performance widgets
- Account growth metrics
- Lead pipeline status
The dashboard becomes a reliable monitoring layer. You can leave it open on a second screen and trust that what you're seeing is current, not stale data from two hours ago.
Built for operations teams who need real-time oversight¶
Brokers with high client volumes need dashboards they can trust without babysitting. If your support team is handling hundreds of tickets daily, or your compliance officer is monitoring account verification queues, an auto-refresh dashboard means they're always working from accurate information.
For existing brokers migrating to ST CRM, this addresses a common pain point: CRMs that require constant manual updates to stay current. Your teams shouldn't need to remember to hit refresh every 15 minutes. The system handles it.
New Managers Section: Dedicated Performance Tracking¶
We've introduced a standalone Managers section with individual manager cards and new performance data points.
Each manager now has a dedicated card that consolidates:
- Assigned clients and leads
- Conversion metrics (lead-to-client ratio)
- Total managed account balances
- Deposit and withdrawal activity for their portfolio
- Recent activity logs
The Managers section also includes the same real-time stats bar as other sections. Filter by team, region, or time period, and the summary metrics adjust to show performance data for that subset.
Manager cards provide a quick overview of workload distribution and results. You can spot imbalances (one manager handling 3x the client volume of others), identify top performers, and track how efficiently leads are being converted across your team.
Why broker operations need manager-level visibility¶
Most brokerages run on teams. Sales managers, account managers, retention specialists, IB relationship managers — each plays a role in client acquisition and retention.
But tracking individual manager performance in traditional CRMs often means exporting data to spreadsheets or building custom reports. ST CRM brings that visibility into the system itself.
If you're running a growing brokerage with multiple sales reps, you need to know:
- Who's converting leads most effectively?
- Are client portfolios distributed evenly?
- Which managers are driving deposit growth?
- Where are bottlenecks in the pipeline?
The Managers section answers these questions without manual data work. For brokers with complex IB structures, this also makes it easier to track IB manager performance and ensure partners are being serviced consistently.
Expanded Language Support: Portuguese and Spanish¶
ST CRM now supports Portuguese and Spanish in addition to existing languages.
For brokers operating in Latin America, Brazil, Portugal, or Spain, this means your teams can work in their native language across the entire CRM interface — not just client-facing areas, but internal workflows, reporting, and configuration screens.
Language support in ST CRM isn't superficial. It extends through the entire system:
- UI elements and navigation
- Field labels and form inputs
- System notifications and alerts
- Generated reports and exports
- Workflow automation messages
If your team in São Paulo needs to manage client accounts in Portuguese while your headquarters operates in English, both can use ST CRM in their preferred language without friction.
Localization for global broker operations¶
Brokers expanding into new markets face a choice: force local teams to work in a foreign language, or invest heavily in localized tooling.
ST CRM's approach is built into the platform. Adding a new language doesn't require custom development or separate licensing. It's part of the core system, configured once and available across your deployment.
For multi-regional brokers running ST CRM this means you can scale into new territories without reworking your tech stack. Your Brazilian office gets the same system as your London headquarters, just in the language that makes sense for them.
Enhanced System Journal: More Detailed Event Logging¶
We've expanded the system journal with additional event types.
The journal now captures more granular activity across ST CRM, including:
- Manager assignment changes
- Filter configuration updates
- Dashboard widget modifications
- Bulk operations on client records
- System setting adjustments
This makes it easier to audit what happened in your CRM, who made changes, and when. For brokers with compliance requirements around data handling and access control, detailed logging isn't optional — it's critical.
The journal entries are timestamped, tied to specific user accounts, and filterable by event type, section, and date range. If you need to reconstruct what happened during a particular incident or verify that a process was followed correctly, the data is there.
Legacy Cleanup: Funnel Section Removed¶
The outdated Funnel section has been removed from ST CRM.
This section was rarely used and didn't align with how modern brokerage teams actually track lead progression. Removing it simplifies the interface and reduces clutter for new users learning the system.
Lead tracking and conversion metrics are now handled through the Customers/Leads section (with the new stats bar) and the Managers section (with conversion data on manager cards). This consolidates pipeline visibility in areas where teams are already working, rather than isolating it in a separate tool.
How ST CRM Supports Real-World Broker Operations¶
These updates reflect how ScaleTrade approaches CRM development: build tools that adapt to how brokers actually work, not how a vendor thinks they should work.
Real-time statistics matter because broker operations teams need instant visibility into what's happening across thousands of clients. A dashboard that auto-refreshes matters because teams shouldn't waste time clicking reload buttons. Manager-level analytics matter because brokerages run on people, and performance tracking needs to be built into the workflow, not bolted on through external reports.
ST CRM is part of ScaleTrade's self-hosted brokerage ecosystem, which means:
- You deploy it inside your infrastructure (on-prem or private cloud)
- You control access, data flows, and security policies
- The system adapts to your processes through flexible configuration, not expensive custom development
- Updates and new features are delivered as part of your deployment, not locked behind subscription tiers
For new brokers launching their first brokerage tech stack, ST CRM provides a ready-to-deploy client management system that integrates directly with ST Trading Platform, ST Feeder, and other ecosystem components. For existing brokers migrating from another provider, ST CRM's flexibility means you can configure workflows to match how your team already operates — no forced process changes.
The December update makes ST CRM faster, smarter, and more aligned with the daily reality of managing a modern brokerage.
TL;DR:
- Real-time stats bars now show key metrics above tables in Customers/Leads, Accounts, Finances, and Managers sections — data updates automatically based on active filters
- Dashboard refreshes persistently and automatically, keeping insights current without manual updates
- New dedicated Managers section with individual performance cards and consolidated team analytics
- Portuguese and Spanish language support added for multi-regional broker operations
- Enhanced system journal with more detailed event logging for compliance and auditing
- Legacy Funnel section removed to streamline the interface
Ready to see how ST CRM fits into your brokerage operations?
Book a demo and explore how ScaleTrade's self-hosted ecosystem — including ST CRM, ST Trading Platform and integrated modules — can be deployed inside your infrastructure.