English 
Why choose LeanWork?
完美覆盖金融行业3大角色使用场景，高效助力你的金融业务增长，更有专为企业量身打造的销售管理终端，让利润增长来得更猛烈吧
Broker Work , CRM tailored for brokers
- Supports IB, Personal recommendations, digital marketing and other client expansion model
- Multiple commission models can be defined flexibly. Support multi-level IB management and automatic commission.
- Thoroughly covers the workflow of financial industry practitioners, making work simple and efficient
Dashboard
Auto-rebate
Customer Segmentation
...
Flexible and powerful account management terminal
- Multi-terminal adaptation brings the ultimate interactive experience for the usage scenarios of each end
- Powerful custom branding to meet your individual needs
- Multi-account one-stop management
- Push information, built-in documents and other ways to help new traders grow rapidly.
Rapid Account Opening
Rapid Registration
Beginner Study Center
...
Financial brokerage portal for IBs
- Exclusive promotion link, automatic allocation to outline the complete IB operation hierarchy
- Client relationship management to construct full customer persona, and effectively promote your business
- Fast, convenient and reliable online commission withdrawal
- Detailed commission report, to trace every single piece of commission.
Exclusive Promotion Link
Dashboard
Commission Withdrawal
...
How to stand out in a competitive environment? You need a solution that works best for you.
LeanWork提供了券商业务管理、企业销售管理两大类型场景的解决方案，简单、安全、高效，赢得超过1000+金融/企业机构的信赖
Brokerage Solutions
One-step to meet brokers, agents, traders and other multi-role use needs
We support optional versions. Do not need to choose the most expensive one, only the most suitable one
Brand information is fully personalized, effectively conveying your brand influence
1000+金融机构的选择，即刻让增长发生
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企业销售管理解决方案
Comprehensive dashboard data helps you make good use of data analysis, thus bid farewell to the era of intuitive decision-making
Flexible organizational structure helps manage all the complex organizations
Clear sales targets will reduce opportunity loss, and significantly increase target achievement rate
Smart client management and sales automation improve user experience and promote your sales performance
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We remember our original intention, and keeps long-term companion. We are your more stable and reliable partner.
1000+
Financial institutions
Chose LeanWork
80000+
Financial industry practitioners
Using LeanWork CRM
100000+
Traders
Are using LeanWork client portal
7年
Ingenuity
Focus on product polishing and service to make you have a better experience
