Forex CRM

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Forex CRM Providers

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.

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How to find best solutions

All Forex brokers need to focus on CRM as this is one of the main areas in which they can differentiate themselves from other Forex brokers. Since most Forex brokers use the same trading platform and provide a similar range of services, having a good broker management system by way of Forex brokerage CRM can positively impact on the financial success of your business.

OUR PROCESS

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.

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We offer completed Managed CRM software for your company

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

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