Forex CRM


Forex CRM

We have developed a Forex CRM that is designed specifically for the needs of management, sales, retention and back office teams. The CRM captures leads via our Lead API from landing pages or you can import them via the CRM. Sales teams can then work on the leads in order to convert them to be accounts. Once accounts are created your retention team can view all the MT4 trading related information including balance, equity, closed and open positions and also view documents uploaded from the website and also recording all deposits and withdrawal requests.

CRM framework is an astonishing apparatus to upgrade and screen deals. It is helpful for promoting too. The CRM framework interface licenses clients to produce messages from the framework itself and monitors all correspondence that you may return to later on for audit. This one of a kind Forex Brokerage CRM framework is anything but difficult to utilize and work. It will refresh you about new leads and procedures from inside the broker’s room. This new framework will help you handle your Forex business effectively.

Time To Cover Your Business Requirement With OUR CRM Solutions

Analytics & Reporting

As your deals and customers data both are coordinated at one place together, investigating and announcing of exchanging propensities for every one of your clients are made less demanding than any time in recent memory with Forex CRM Solutions.

Enhanced Efficiency

Besides, major CRM stages incorporate without breaking a sweat, such as promoting mechanization devices and deals administrations to empower organizations to speak with clients in obviously better routes than whatever else.

Keeps You Focused

Forex CRM Solutions serve you an entire photo of your business movement while remembering your present clients. You can distinguish and go for people with extraordinary potential for future deals. Rather than adopting mass advertising strategy.

Types of CRM


Set up
  • $750/Month
  • Partially Branded & Service Hosted (Shared Domain)


Set up
  • Nil
  • Fully Branded & Own Hosted (Captive)

Our Salient Features

Traders Room ( Client Cabinet)

Manage All Demo & Live Accounts With Single Login

Request & Create Demo & Live Accounts Directly

Request For Internal Transfers From One To Another Account

Lodge Complaints, Service, Request Tickets

Ability To Change Leverage & Account Types

CRM Admin Panel

Manage User, Login & Access

Manage Live & Demo Accounts

Real Time Server Connectivity For Easy Accounts Management

API Access With Link To MT4/MT5

Update CRM With Admin Managements Rights

Get In Touch