Forex CRM

Forex CRM

The better understanding you have of your customers, the more robust your relationships become. Here are several advantages of implementing a CRM system for Forex Brokers:

Why Is Forex CRM Needed?

Forex CRM is a modern, integrated tool for maintaining and managing customers. Our CRM system encompasses all the features you need to oversee your customers, IB, business activities, and marketing operations. With our extensive experience in the forex industry, we fully comprehend the critical role CRM plays in your business. Whether you are monitoring new leads, processing deposits/withdrawals, customer/IB management, compliance or marketing capabilities, we have built Simplify Forex CRM your processes and serve as the core focus of your organization. By partnering with us, you can rest assured that you will deliver the best customer service possible.

About Forex CRM

Forex CRM is more than just a CRM. It also allows you to manage your customers' overall business management software, which allows you to do marketing works, manage client, manage IB's, and manage employees and their work too. It is a comprehensive commercial software that manages our entire forex broker business.

IB Portal Manage your partner committee using modern equipment. All transactions, deposits and trading volumes are automatically calculated. So you won't lose a penny.
Unification of MT4 and MT5 platforms In order to facilitate access and transaction, CRM covers the functions of the unified MT4 and MT5 platforms. It makes the operation smooth and easy to trade.
Broker Back-Office The BackOffice is the Admin panel, which is a complete set of broker management tools. It includes compliance, fund management, sales and support functionalities, KYC management, user roles, customer agreements, reminders, deposit and withdrawal request management, employee management, task management for employees, administrator grouping, reporting, support for ticket management, notifications, and more.
Staff Panel Another version of admin back-office with the limited feature for staff.
Endless Cycle With our CRM, you can manage all your customer databases and their trading and trading operations to help you keep your cycle running.