Best Forex CRM - Forexcrm.co

Best Forex CRM - Forexcrm.co

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Best Forex CRM

The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry.

With our extensive experience in the Forex industry, we understand exactly how important the CRM is to your business, whether you are monitoring new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance or Marketing capabilities.

we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation. With Forex you can be sure of offering the very best in customer service.

OUR SOLUTIONS

IMPLEMENTATION OF YOUR CRM

The Forex CRM platform has been built using the latest advances in technology and software architecture. The implementation of your CRM system will be done in rapid time without any compromise in the quality of your system.
RECOMMENDATION OF BEST PRACTISES

Based on the analysis from Step 1, we will revert to you with best practises from the industry and will map out the most effective way to implement your CRM system in accordance with your processes.
UNDERSTANDING YOUR REQUIREMENTS

We will begin with understanding your requirements in detail and which pain-points you would like to eliminate with the implementation of the CRM system. All your existing processes will be analysed in detail: from your website, to your members area, to your trading platform, to your back-office.

OUR MODULES

LEADS

Used to record and process marketing leads and incomplete client registrations. Supports a variety of fields related to customer trading accounts, compliance and external campaign tracking.

ACCOUNTS

This module is used to centralise a client’s information and group all trading accounts of a client. Accounts are usually created through the Lead conversion process but can also be entered manually or automatically completed through API integration.

TRADING ACCOUNTS

Used to reflect a client’s accounts on trading platforms such as MetaTrader 4. It can have two-way integration with a trading platform with the CRM being the master source for some fields while the trading platform is the master for other fields.

TRANSACTIONS

This module is used for storing and processing client’s deposits and withdrawals. It supports multiple payment methods including credit cards, bank wires, PayPal, internal transfers and others.

DOCUMENTS

This module is used for storing and processing documents required for client’s accounts and transactions as defined by regulatory procedures and by the business.

ACTIVITIES

A collection of modules to record business activities such as calls, meetings, emails, and live chat. This module can be integrated with a company’s mail servers, telephony and live chat systems.

WHAT MAKES US DIFFERENT

Flexible purchase plans allow you to “upgrade anytime” as your business grows.

Two-way integration with multiple trading platforms

Supports multiple payment gateways for deposits and withdrawals

Standard UI used as a central point to other systems integrated via APIs

Advanced permissions that support complex hierarchical structures

Supports flexible client on-boarding and allows multiple trading accounts under the same ID

We offer completed Managed CRM software for your company

Get accept to best Forex CRM fill integrated to Trading platforms in the realtime

Contact Us

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