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.
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.
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.
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.
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
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
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