Cloud Based Forex CRM Software & System Provider Self Hosted Forex CRM

Nexmo and Google are provided by default,
ensuring the highest standards of security and privacy. Deposits, withdrawals, trаding activity and any other custom reports can be created and automatically sent to your email. With an e-wallet, you can get access to your сryptocurrency through any device.

UpTrader web terminal is a turnkey brokerage solution for novice businessmen. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. We can integrate any two-factor authentication settings or providers.

It’s all stored in one place, simplifying access for every member of the team. As a result, everyone saves time and focuses on more important tasks. XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place. Your sales and customer support departments will get to a whole new level, speeding up processes and helping traders with their needs.

Our FXOD CRM system’s key advantages is the flexibility in setting up security parameters. Each parameter can be customized based on the needs of various company departments. FXOD CRM allows you to call customers as well as send SMS to individuals or customer groups. You can open and close transactions without ever switching from one tab to another.

The system allows brokers to work on different brokerage business models, with the CRM adapted for Forex. The same CRM can also use it to manage and promote cryptocurrency exchanges, exchangers, and other financial services. CRM has an ERP system, which fully supports marketing, compliance, sales, dealing, and business process management.

Almost any part of FX Back
Office’s forex CRM can be customized, allowing brokerages to create bespoke
software that does exactly what they need it to. The company has exceptionally
proactive development teams who are used to working with clients to cater to
their every need. Nearly 50% of teams improved their performance after using a Forex CRM system. For instance, the sales department could quickly get all the required information about leads to turn them into a customer. Support specialists also benefit from being connected to the platform.

General settings

It can be customized to your exact business model and optimized to match your existing procedures. As the FXOD CRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. It means, any action taken by the client, will be notified to you instantly on this CRM for Forex Brokers. First and foremost, beginner business owners need to understand deeper what a Forex CRM system is and why top-rated companies take this component into account.

Usually, traders have many CRM-related questions and here we assist in that. Based on our research we selected Kenmore Design as the Best CRM provider overall. The provider specializes in Forex CRM and back-office customer portals, Forex web design, custom development, and systems integrations.

As the Forex market continues to grow, the need for efficient and effective customer relationship management (CRM) solutions grows as well. Through Trade Soft, brokers can access a combination of FX Platform, our fully hosted service, and ultra-low latency connectivity to their choice of liquidity providers. Our Account Application procedure comes equipped with a validation engine that helps you to configure your Account Opening Application form(s) the best way possible for optimum lead conversion. On submit, users are filtered by an intelligent duplicate engine that helps you to observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk.

  • Business owners get a back office with a high-level customer and partner experience,
    a multi-tier rebate system, and a functional client’s area.
  • With the right tools you can build a frictionless customer experience.
  • Controlling who can access your database is of vital importance to every Forex brokerage.
  • You can do this by keeping detailed records of all communication with a client.
  • A community for discussing the application of Web 2.0 technologies to financial services.

Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. When you’re offering similar services to other forex brokers, a good CRM and customer support can make all the difference in attracting leads and reducing churn. Platform agnosticAs your business needs shift and you expand into new markets, you may wish to offer clients additional trading platforms.

The VOIP-telephony module provides a reliable connection that improves the quality of communication and its efficiency. The proprietary developed mobile trading applications, at the same time, are also improved by the WebRTC calls feature, giving the ability to reach clients, saving expenses on VOIP. The system can be adjusted to suit any business structure, even if unconventional. It allows you to effectively establish cooperation with partners, provide customer support, and use all the advantages of a cloud service to form unified reporting and analytics. CRM facilitates control over business conduct and simplifies the implementation of the selected business strategy.

How am I bound for the CRM contract?

Thus, the firm will lose fewer clients and increase the level of loyalty. As soon as your purchaser begins to perform trading operations, you can immediately be aware of all the choices and functionality actions that are committed on the market. Thanks to this, you will have real info on each purchaser and will be able to sell additional services more efficiently.

Why should Forex traders use s CRM?

With rapid referrals and a data-driven tracker of performance and commission, our forex CRM system gives you everything you need to excel. We provide all services and work with A-book, B-Book, and hybrid models. You can decide what type, what conditions, what name, and so on you want your bonus to have.

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