Platform · CRM · AI Automation
2GS Trading is a retail-trading education brand and XM introducing affiliate — pairing mentorship, the Project G trading system, and the Iron2000 indicator with a Gold-rebate (cash-back-per-lot) program for its community. We built the entire digital operation behind it: the public site, the member platform, a custom CRM, and an AI layer that runs support, content, and XM account verification.
Industry
Trading education · XM introducing affiliate
What we did
Website · Platform · CRM · AI Systems · SEO · Hosting
Year
2025
Live site
2gs-trading.com
The challenge
Running an education brand and an XM affiliate program meant juggling a marketing site, member access, lead tracking, and manual checks of whether traders had actually linked their accounts under the 2GSGOLD partner code.
Account verification, support questions, and content were all manual — eating hours every week and slowing down how fast traders moved through the funnel.
Hosting and tooling costs had crept up to R1,400/month for a setup that still left most of the work on human shoulders.
Results
R1,400 → R300
Monthly cost, incl. AI API credits (−78%)
1,867
Contacts managed in the custom CRM
4,835
Emails sent via Amazon SES
24/7
AI support & instant XM verification
What we built
A fast, conversion-focused site — education, partners, tools, testimonials, and clear calls to join Project G and the free seminar.
A member platform with tier progression (Builder → Warrior), partner code, monthly cashback, lots-traded milestones, weekly outlooks, journal, and the Iron2000 indicator — wired to TradingView, WHOP, XM, and Vaultfunder.
A built-from-scratch CRM tracking 1,800+ contacts through a full lifecycle pipeline — leads, students, and linked XM accounts — with hot-lead scoring, campaigns, and an activity log of every stage change.
An AI assistant that answers trader questions around the clock and checks whether an account is linked under the 2GSGOLD partner code — instantly.
Live XM API integration that confirms account links, pulls lots traded, and feeds cashback and tier progress straight into the dashboard — no manual lookups.
An AI content engine that drafts and publishes market-aware articles, keeping the site fresh for SEO without a full-time writer.
A built-in journal so traders can log, sync, and review their trades inside the same platform they learn in.
Technical SEO and generative-engine optimisation so the brand surfaces in both classic search and AI answers.
Google Analytics with Tag Manager for behaviour, PostHog for product analytics, and Sentry for error tracking across the platform.
Amazon SES wired into the CRM for reliable, low-cost transactional and campaign email at scale.
Inside the build



Tech stack
Let's build
We build the full stack — site, platform, CRM, and the AI that runs behind it. Let us do the same for your business.