To satisfy the needs of sales, management, retention and back office teams we have developed a Forex CRM solutions. This CRM solutions automatically captures leads from landing pages via our Leads API or simply you can also import it by manually. After that sales team works on leads to converting them into accounts. Once accounts gets ready, your retention team will be able to view trading information such as equity, balance, closed & open positions. Retention team can also take a glance of documents uploaded from website and record all deposits plus withdrawal requests.
CRM framework is an amazing software to upgrade, screen deals and become helpful while promoting. Its interface offers clients to send messages from framework and provides access to monitor every correspondence which you may wants to audit. Our Forex CRM framework will notify you about every new leads & procedures from broker’s room. It will help every broker to handle their Forex business easily and effectively.
As every deals & customer’s data are stored at one place in Forex CRM solutions so investigating of exchanging data for each client are less demanding.
After actualizing Forex CRM solution in framework, it replaces manual procedure and helps to promote mechanization devices plus deals administrations.
It provides detailed data about business movements while remembering each and every present clients, also select & pursue clients with extraordinary potentials.
Ability To Change Leverage & Account Types
Update CRM With Admin Managements Rights