Forex CRM

image

Forex CRM

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.

image

Benefits of our Forex CRM:

  • MT4/MT5 Integrated with real-time account creation, funding & trade operations.
  • Branded Design includes customizable, ready to launch and responsive design.
  • User Management comes with modern features, dynamic flow to traders and flawless arrays.
  • Payment Gateways API comes with paytm, skrill, neteller/bankwire, credit/debit card options.
  • User-Friendly Dashboard that includes powerful admin panel, management of live/demo accounts, payment and trade history.
  • IB Module to drive more funds & clients, get IB integration, automatic IB calculator and commission manager.

LET’S GET CONNECTED

Ask questions about offshore banking, company formation, forex License and related topics, and we would love to provide you FREE Quotes and Consultation.