Forex CRM solutions and brokerage software

Business owners distribute
access to diverse processes, introducing diverse roles. CRM offers Multi-level partner management, allowing forex trading firms; to manage revenue share or partner commissions efficiently. You can track, automate and split payments to ensure the correct amount is paid. CRM’s comprehensive dashboard lists all trades managed under each partner, helping you interpret the profit margins from each trade. CRM plays a crucial role in defining the success of your Forex trading firm.

  • As we respect the data privacy of the client’s data, we never host any database on our server, it’s always hosted on the client’s server but as the core application has our proprietary rights we host it on our server.
  • The CurrentDesk CRM system helps brokers automate inner processes and optimize sales and onboarding processes.
  • 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.
  • B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners.
  • Our CRM’s integration with Vertex provides you with a multi-level online and auto trading platform, used by Forex trader’s room, liquidity providers, exchanges, market makers, and brokerage firms.
  • It helps you understand the forex market trading platforms and maintain engagement with various partners involved with your business.

CRM includes various financial analysis tools and an integrated risk management system. Such a solution plays the role of an advanced, high-end back office, empowering brokers to manage every process within a company. Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes.

Forex affiliates Your partners

Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage. You can manage data, client interactions, IB administration and marketing activities in one centralized location, making information easily accessible for your employees. CRM not only caters the need of your forex trading but also allows for integrations at various levels that are vital for a forex brokerage’s success.

Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. Deposits, withdrawals, trаding activity and any other custom reports can be created and automatically sent to your email. A new generation of forex CRM, client cabinet and back office software.

HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot’s CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced. Account Application procedure comes equipped with a validation engine that helps you configure your Account Opening Application form(s) the best way possible for optimum lead conversion.

CRM tools have become a breath of fresh air for many FX companies today, which have thousands of clients all over the world using their products or services. The UI is the first essential component of a proper Forex CRM for Forex brokers. Also, many Forex CRM providers offer a mobile version of their CRM software to give clients access to all the features in a portable and convenient format. You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications. 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.

The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support. Our CRM helps you to maximize revenue for your FX brokerage agency. The software ensures interaction between sales and marketing teams, providing a platform for employees to collaborate on projects. CloudForex prioritizes clients’ time and guarantees rapid deployment of your highly reliable CRM in as little as 92 hours — once the provider has received all necessary information from you, that is! Not only does the solution provide swift service, but
it also adds safety measures to ensure optimal protection for your invaluable data. Saving when it comes to creating reports or monitoring customers is essential.

Services for brokers

Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. Choosing the right CRM solution is a great investment when starting a business aimed to eclipse the competition and bring in a great income. On the other hand, using a CRM system can not only help you better manage your existing customer base, but also to organize your brokerage business processes and even prompt you to create your own CRM solution. To be sure that your Forex business is in a stable position and is able to fully meet the needs of its customers, you need to pay special attention to the selection of a reliable and feature-rich Forex CRM software.

This feature unlocks the potential for international trading opportunities by expanding your Forex affiliate network. Transparent data for each client, automated calculations, and access to all relevant information are combined in this system. This tool contains features that will streamline daily operations, increase productivity and optimize workflow for results that exceed expectations. To maximize the effectiveness of your Forex CRM system, ensure that it seamlessly integrates with other platforms you use. As a result, redundant manual processes can be eliminated, and there will be a smooth connection between all operational systems.

As a win-win brokerage technology, using a forex CRM system is the one change that could take your business to the next level. Our brokerage technology gives an unparalleled customer experience, helping you to satisfy your clients and build loyalty. With state-of-the-art visual tools and a customer data analysis system, you can rapidly create charts, documents, and even view sales trends and patterns. It’s time to change the face of custom reporting system with our forex CRM solution. Defeat data silos and liberate your forex brokerage from bad data practices with AltimaCRM. Our innovative data management and reporting system allows you to get instant oversight of your brokerage.

Custom development

Ensure that customer data is securely stored and made readily available, enabling traders to quickly and efficiently respond to customer inquiries and requests. This module is used to centralise a client’s information and group all trading accounts of a client. With CloudForex, back office processes, such as opening a live or demo account and making deposits/withdrawals, are easy and flexible. An innovative approach to outsourcing that revolutionizes relationships between Forex brokers and service providers to reduce costs while ensuring maximum quality. Customization capabilities are essential for a Forex CRM to adjust the features according to your business processes.

On the IB side the interface incentivizes IB registrations and streamlines referrals. Our FXOD CRM streamlines your processes and acts as a central focus point for your organization. With our easy-to-use CRM you can be sure of offering the very best in customer service.

An intuitive interface makes it simple to use and easy to understand, whether you’re an amateur or professional. We have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation. The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry. User-friendly client portal with mobile optimized for smooth functioning. Thankfully, experts recognize those who stand out regarding reliable solutions that deliver quality results.

Leave a Reply

Your email address will not be published. Required fields are marked *