Trading and OTC

Give every quote request an owner, a stage and a next step

Connect the numbers your clients write to. Requests are assigned to people on the desk, follow-ups arrive as reminders, and you can see which desk answers how fast.

A quote request gets lost inside a chat

On an OTC or trading desk, business starts with a message: the client names a size and a side and asks for a price. Three people sit on the desk and all of them watch the same number. One of them quotes; the client says they will think about it. Half an hour later the market has moved, the shift has changed and the chat has slipped down the list.

The next day nobody can answer simple questions with confidence. Who was handling this request? Was a price given, and what did the client say? The head of desk has only a chat list, and finding out where each request stands means opening and reading them one by one.

Then there is the data. The client list is the desk's most valuable asset, and it often sits on an employee's personal phone.

MyCRM works with Telegram today: personal numbers, groups, channels and bots. WhatsApp is in development and coming soon, with Instagram after that.

How MyCRM organises the desk

An owner for every request: an incoming chat is assigned to one person on the desk. In the shared inbox everyone sees who is handling what, so two people do not send the same client two different prices.
Stages and a board: define your own stages, for example "Quote requested", "Quoted", "Awaiting confirmation", "Done", "Dropped". All requests appear column by column on the sales pipeline board.
Follow-up reminders: "write again tomorrow at 10:00" stops being an intention. A reminder is set on the chat and reaches its owner when the time comes.
Internal notes: the price given, the client's condition and the next step are written as a note beside the chat. The client never sees it; whoever takes over the shift does.
Custom fields and labels: add your own fields such as client type, preferred asset or usual size range, and group chats with labels.
Protected client contacts: per number, hide the phone, restrict message deletion, or limit a person to the chats assigned to them. Details are under team permissions.
Speed per desk: Reports show first response time per agent and per number. If each desk works its own number, you can compare desks directly.

What you need and where it lives

Need	Where in the panel
Assign a request to one person	Inbox → assignee
See what stage a request is at	Board
Get back to a client at the agreed time	Reminders
Record the price and conditions given	Chat → internal note
See which desk answers how fast	Reports
Find requests left unanswered	Reports → waiting chats
Hide the client's phone from staff	Team → number permissions

The path of one request

A client writes in the afternoon and asks for a price on a given size. The chat is assigned to someone on the desk and moved to "Quote requested". The price goes out, the stage becomes "Quoted", and the price and how long it holds are written in a note.

The client says they will come back in the evening. The owner sets a reminder for 19:00. If their shift ends first, they reassign the chat to the evening colleague; the note and the stage travel with it. When the reminder fires, the new owner writes to the client, and the request ends in either "Done" or "Dropped".

Looking at the board, the head of desk spots requests that have sat in "Quoted" for two days and asks why they have not moved.

The limits, plainly: MyCRM does not calculate prices, route orders or connect to your trading system. It keeps the conversation and the follow-up in order. Webhooks can send chat events to your own systems, and CSV export gives you lists.

To try it, create an account and connect the desk's number. The full Telegram feature set is described at telegram.mycrm.sh.

FAQ

Do you archive message history? No. Message history is not stored; it is read live from Telegram. If you need a permanent archive of conversations, MyCRM does not provide one. What stays in the panel is notes, stages, labels, reminders and the event records needed for reports.

Can an employee walk away with the client list? You set the permissions. You can hide phone numbers and limit a person to their assigned chats. Sensitive actions are written to the audit log. When someone leaves, disabling their panel account is enough, because no Telegram password was ever shared.

Can several desks or offices work in one panel? Yes. Each desk is assigned its own numbers and sees only those. A manager follows all numbers and reports from one place.