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Wifox by IT Solutions builds fintech infrastructure for brokers, exchanges, and financial businesses β€” CRM, Core Banking, Trading Platforms, Payment Systems, Compliance, and custom enterprise software.

πŸ—‚οΈ What role do Projects play in a CRM?Expanding into a new market, launching another brand, or adding a new operational...
23/09/2026

πŸ—‚οΈ What role do Projects play in a CRM?

Expanding into a new market, launching another brand, or adding a new operational area introduces another layer to CRM operations. Clients need to be separated, employees need the right access, and the new operation needs its own place within the existing structure.

Projects in Wifox Business Core Solution provide a clear structure for managing different areas of the business. In practice, this helps:

🏒 Manage different areas separately. Use Projects to separate operations by market, product, or another part of the company while keeping them within the same system.

πŸ“ˆ Expand without rebuilding the existing setup. When the company enters a new market or launches another branch, it can be added as a separate Project while existing operations remain in place.

πŸ” Keep operational boundaries clear. Clients and employee access can be assigned within the relevant Project, helping different parts of the business operate independently inside the same system.

Projects give companies a practical way to accommodate a more complex structure while keeping operations within one CRM.

Managing several brands, markets, or branches in one CRM? See how Projects keep them organized. ⬇️

https://wifox.org/en -start|wbcs

πŸ“ˆ Why do CRM problems often appear during periods of growth?As a business expands, more clients, employees, processes, a...
16/09/2026

πŸ“ˆ Why do CRM problems often appear during periods of growth?

As a business expands, more clients, employees, processes, and integrations become part of daily operations. More people work with the same data, responsibilities spread across teams, and client activity involves more processes.

This puts new demands on the CRM.

πŸ” Access gets harder to manage. Employees need different permissions based on their roles and responsibilities.

πŸ”— Client activity spans more processes. Communication, payments, requests, tasks, files, and trading activity must stay connected and accessible to the right teams.

πŸ“Š Managers need broader visibility. They should understand workloads, team activity, and performance across the operation.

🧩 Teams work differently. Processes need to accommodate different projects, departments, and requirements.

πŸ” Traceability matters more. As system activity increases, a reliable history of actions and changes helps teams investigate issues faster.

Wifox Business Core Solution is designed to support growing operations. It keeps client-related processes and everyday operational work connected within the same platform. Flexible access controls and configuration options allow the system to adapt as teams and workload expand.

This gives businesses the structure and control to add new processes and responsibilities without fragmenting operations across separate systems.

Book a demo to see Wifox Business Core Solution in action. ⬇️

https://wifox.org/en -start|wbcs

πŸš€ We are excited to introduce Files – a new module in Wifox Workspace.Files brings document management directly into Wif...
21/08/2026

πŸš€ We are excited to introduce Files – a new module in Wifox Workspace.

Files brings document management directly into Wifox Business Core Solution, giving teams a structured space for operational information, internal guides, reports, project materials, and other resources they use every day.

With Files, you can:

πŸ“ Build a clear file structure – organize resources into folders and subfolders based on projects, departments, processes, or other needs.

πŸ” Control access to data – define who can access specific documents and folders while keeping sensitive information restricted.

🏒 Keep resources company-owned – store important materials within the company workspace instead of relying on individual employee accounts.

🀝 Make knowledge easier to share – give employees a common place for documentation, procedures, and resources used across the organization.

Together, these capabilities make files easier to organize, protect, share, and keep accessible as teams, tasks, and responsibilities change.

Want to see what file management looks like when it becomes part of your CRM? Book a demo to see Wifox Business Core Solution in action. ⬇️

https://lnkd.in/eVTsWQdB

Ρ…Π΅ΡˆΡ‚Π΅Π³ Ρ…Π΅ΡˆΡ‚Π΅Π³ Ρ…Π΅ΡˆΡ‚Π΅Π³ Ρ…Π΅ΡˆΡ‚Π΅Π³ Ρ…Π΅ΡˆΡ‚Π΅Π³

πŸ“£ Introducing Wifox Release 1.39.0We built release 1.39.0 around the workflows that keep everyday operations moving. Thi...
05/08/2026

πŸ“£ Introducing Wifox Release 1.39.0

We built release 1.39.0 around the workflows that keep everyday operations moving. This update brings practical improvements across client management, data handling, system visibility, and security.

A quick look at what changed:

πŸ‘₯ Client data & assignment – Client records can now be imported using column headers in any supported CRM language. One-click self-assignment simplifies routine ownership changes, while a dedicated Change manager permission controls who can reassign Clients and Actions to another manager. Age and Gender are now available as standard client fields for more detailed segmentation.

πŸ“Š Data views, export & import – Date pickers support keyboard editing. Updated Client and Transaction exports display names instead of technical IDs for easier data review. During import, the scrollable error notification remains open so every issue can be reviewed before the file is corrected and re-imported.

πŸ›‘οΈ Platform security & system logs – We also completed a Zero-Vulnerability Security Pass, addressing identified vulnerabilities across the platform. Human-readable log values provide a clearer view of recorded activity and system changes.

Explore the full release 1.39.0 overview on our website:

πŸ”— https://wifox.org/en/blog/releases/release-1-39-0-overview

🧩 What changes when task management becomes part of the CRM rather than a separate system?A task no longer exists on its...
31/07/2026

🧩 What changes when task management becomes part of the CRM rather than a separate system?

A task no longer exists on its own. It stays connected to the client, process, or operational need behind it.

That connection turns task management into part of your business processes, creating clearer ownership, visible progress, and a shared understanding of what needs attention. As operations grow, this becomes essential for both employees managing their responsibilities and managers coordinating the wider workload.

With our Tasks module, teams can move from planning to completion without losing the business context behind the work:

➑️ Group related tasks into an Epic.

➑️ Assign one or multiple employees to a task.

➑️ Follow progress through every stage of the workflow.

➑️ Connect a client to a task to keep the relevant context available.

The result is a shared structure where responsibilities stay visible, progress is easier to follow, and managers can identify delays before they affect broader operations.

We’d be glad to show you how Wifox Business Core Solution works as one connected system across client management, teamwork, and daily operations. Write to us: ⬇️

https://wifox.org/en -start|wbcs

πŸ“’ Meet Wifox Release 1.38.0!We’re excited to present a new release focused on giving businesses greater control over the...
29/07/2026

πŸ“’ Meet Wifox Release 1.38.0!

We’re excited to present a new release focused on giving businesses greater control over the information that drives their everyday CRM workflows. It expands how custom business data can be used, brings AI assistance directly into the Requests module, simplifies routine email handling, and keeps analytics focused on actual operational activity.

Here’s what’s new:

πŸ“‘ Expanded Use of Custom Fields β€” Make custom business data available wherever teams need it to improve client management.

πŸ€– AI-powered request processing β€” Spend less time processing requests and more time resolving real client issues.

πŸ“§ Improved email workflows β€” Simplify correspondence management with bulk email actions and the Edit as New feature.

πŸ“Š More accurate operational analytics β€” Exclude transactions processed through specific payment methods from Analytics calculations.

In practice, this means fewer manual steps, faster client communication, and analytics that teams can actually rely on. Every business process depends on the quality of the information behind it.

Explore the complete release overview on our website: ⬇️

https://wifox.org/en/blog/releases/release-1-38-0-overview

πŸ“’ Meet Wifox Release 1.37.0Our team is excited to introduce Release 1.37.0, centered around the launch of Workspace, a b...
22/07/2026

πŸ“’ Meet Wifox Release 1.37.0

Our team is excited to introduce Release 1.37.0, centered around the launch of Workspace, a brand-new area designed to bring teamwork and client communication into the CRM. It gives teams the tools to coordinate work and manage communication within the same environment as their client records.

Release 1.37.0 introduces two Workspace modules together with improvements across transaction and client management:

πŸ“§ Emails – Direct email account integration connects conversations with client records, making communication easier to track and follow up on.

βœ… Tasks – Built-in task management supports work creation, assignment, and progress tracking, helping teams stay aligned and move work forward more efficiently.

πŸ’³ Transaction Management – New controls for manual transaction visibility and amount correction help teams manage internal adjustments while keeping client transaction histories clear and accurate.

πŸ‘₯ Client Management – Detailed failure reasons for unsuccessful imports and automatic manager reassignment during follow-ups help teams resolve issues faster, maintain accurate data, and keep client ownership up to date.

Read the full Release 1.37.0 overview to discover all new features and improvements ⬇️

https://wifox.org/en/blog/releases/wifox-release-1-37-0-overview

πŸ”Ž If an important record in your system changed today, how quickly would your team know why?When something goes wrong, t...
17/07/2026

πŸ”Ž If an important record in your system changed today, how quickly would your team know why?

When something goes wrong, the real challenge is understanding what changed, who changed it, and how it affected the system. Without this visibility, teams waste time investigating the issue before they can resolve it. πŸ“‘

Take a simple example. A manager reports that a client is no longer assigned to the expected project. Was the client moved to another project, deactivated, or deleted? The team needs to see what changed, when it changed, and who made the change.

That is exactly the gap the Logs module in Wifox Business Core Solution is designed to close.

It gives teams a clear, traceable timeline of actions and changes across the platform. This helps them replace assumptions with facts and resolve issues faster.

🧩 The Logs module is one example of how our platform is designed to keep business operations visible and manageable as they grow.

Book a demo to see how Wifox Business Core Solution supports your processes in practice. ⬇️⬇️⬇️

https://wifox.org/en -start|wbcs

πŸ“’ Release 1.36.0 Has ArrivedFewer steps to reach the right client, safer handling of business records, and more accurate...
14/07/2026

πŸ“’ Release 1.36.0 Has Arrived

Fewer steps to reach the right client, safer handling of business records, and more accurate client ownership. That is the focus of Wifox Release 1.36.0.

⚑ Fast Filters can now be saved directly from the client table, so teams can return to the client views they use most without interrupting their workflow.

πŸ” Client deletion now includes additional validation. Records linked to financial or operational history remain protected from accidental deletion.

πŸ‘₯ Client ownership can also be reassigned automatically after a completed action, keeping assignments aligned with the latest communication.

Together, these updates reduce friction in everyday client management and help teams work with greater confidence.

Take a closer look at Release 1.36.0 and see how each update improves daily work:

https://wifox.org/en/blog/releases/release-1-36-0-overview

πŸ‡ͺπŸ‡Ί Fraud Is Becoming More Expensive for Payment Companies. PSD3 Sets a New Direction for Europe.Fraud affects far more t...
10/07/2026

πŸ‡ͺπŸ‡Ί Fraud Is Becoming More Expensive for Payment Companies. PSD3 Sets a New Direction for Europe.

Fraud affects far more than individual transactions. For banks, EMIs, PSPs, and payment platforms, it creates operational costs, support workloads, reimbursement cases, compliance obligations, and reputational risks.

Every suspicious transaction can trigger manual reviews, customer communication, reporting requirements, and additional monitoring. That is one of the reasons Europe is updating its payment framework through PSD3 and the new Payment Services Regulation.

The proposed framework puts fraud prevention, consumer protection, and payment transparency higher on the agenda.

⚑ For payment companies, fraud prevention cannot remain a standalone compliance function. It needs to be embedded into onboarding, authentication, transaction monitoring, customer support, reporting, and internal controls.

The real task is building payment operations that can identify risk earlier, respond faster, and protect customers without adding unnecessary friction.

For fintech companies, PSD3 shows where European payments are heading: stronger controls, safer transactions, and tighter links between infrastructure, risk management, and customer experience.

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Sofia

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Monday 10:00 - 20:00
Tuesday 10:00 - 20:00
Wednesday 10:00 - 20:00
Thursday 10:00 - 20:00
Friday 10:00 - 20:00

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