Trader profiles
Purchases, challenge accounts, trading activity, support notes and payouts in one profile, so nobody has to search across tools.
Prediction market CRM for simulated prop firms
Run every trader, challenge account and payout from one CRM built for prediction market prop firms. Profiles, lifecycle emails, KYC status and payout review stay connected to the trader panel.
Challenges use virtual balances. Trades are simulated and do not execute on real prediction markets.
For operators who need support, risk and finance teams working from the same trader record.
What the CRM keeps connected
A prediction market prop firm runs on account states, not just contacts. The CRM follows each trader through every challenge.
Account phases
See which traders are in Phase 1, Phase 2, Funded or Breached, and why, with every phase change recorded.
Lifecycle automation
Send onboarding, milestone, breach and payout emails automatically when an account changes state.
Verification
Track KYC status from Veriff, Sumsub or KYCAid on the trader record before funding or payouts.
Payout review
Review payout requests against your rules, approve or reject, and keep a full audit history.
Checkout and affiliates
Connect each purchase, payment method and affiliate referral to the trader and the challenge they bought.
From first purchase to funded payout
Every stage of the trader lifecycle lands in the same record.
- 01
Purchase
A trader buys a challenge through your checkout. The CRM records the order, payment method and any affiliate referral.
- 02
Verification
Identity checks run through your KYC provider and the result appears on the profile.
- 03
Evaluation
Simulated trades, rule checks and phase changes are tracked as the trader works through the challenge.
- 04
Funded and payouts
Funded traders request payouts and your team reviews them with the full account history in view.
- 05
Retention
Lifecycle emails and segments help you bring traders back for their next challenge.
Generic CRM vs a prediction market prop firm CRM
A sales CRM tracks deals. A prop firm CRM has to understand challenge accounts, rules and payouts.
| Need | Generic CRM | OLATECH |
|---|---|---|
| Account phases | Custom fields updated by hand. | Phase 1, Phase 2, Funded and Breached from the platform. |
| Rule breaches | Not visible without exports. | Breach reasons on the trader record. |
| Payouts | Handled outside the CRM. | Requests and review queue with audit history. |
| Verification | Separate tool to check. | KYC status from Veriff, Sumsub or KYCAid. |
| Trader panel | No link to trading activity. | Connected to the prediction market panel. |
Inside the platform
Parts of the OLATECH back office that your team uses to run the program.
Account filters
Filter challenge accounts by plan, status, category, created date and breach reason, then act from the same record.
Payout review
Review payout requests from funded traders in one queue, with every action kept in the audit history.
Prediction market CRM questions
Is OLATECH a prediction market exchange or broker?
No. OLATECH is B2B software for firms that run simulated prediction market evaluations. Challenges use virtual balances, traders do not place real orders, and OLATECH is not an exchange, broker, sportsbook or betting operator.
Who is this software for?
OLATECH provides B2B software for operators who run simulated prediction market prop firms. This page is for firms choosing their platform, rather than traders looking to join a challenge.
Are trades simulated?
Yes. Challenges use virtual balances. Orders do not execute on real prediction markets.
Which KYC providers are supported?
The platform supports identity verification through Veriff, Sumsub or KYCAid.
Can support see a trader’s full history?
Yes. Purchases, challenge accounts, phase changes, notes and payouts sit on one trader record.
See the prediction market CRM in action
Book a demo to review trader profiles, lifecycle automation, KYC, checkout, affiliates and payout review for your firm.
- Trader profiles
- Lifecycle emails
- KYC and payouts
- Affiliates