We have already developed the Forex CRM solution which is designed specifically for managing your clients, sales and retention as well as back office teams. Our Forex CRM captures leads by using our Lead API from landing pages. You can also import all these leads directly from our CRM. After collecting the leads from the CRM, your sales team can easily work on it to convert them into successful accounts. Once your lead’s accounts are created your retention team can see all the trading related details such as balance, equity, closed & open positions. You can also view documents uploaded from the website. You can also monitor all the deposits & withdrawal requests.
When your clients log in, they will get access to hundreds of features like registering new accounts, electronic deposits as well as live chat and more under our Forex CRM solution. Our Forex CRM system provides functions that will help you to maintain relationships with your clients.