Forex CRM Back office for brokerages Forex brokerage Software

The platform can be installed on your servers, which increases data security and gives the broker full control over the software. LXCRM was crafted to make staying in touch with your Forex traders easy. Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads.

forex crm

This module is used to centralise a client’s information and group all trading accounts of a client. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards. You can also arrange how frequently different types of reports are generated. If you are an owner of a brokerage company or going to start one, you will probably need the best Solutions. We supply brokers with all core Forex Solutions which help brokerages start or improve their business. UpTrader provides through its licensed partners a full range of legal services both as a standalone package and as part of the White Label MetaTrader 4 and MetaTrader 5 offers.

Measure & Track your sales and business to speed into growth.

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.

Forex brokers use CRM software to manage all aspects of their company from a single platform. Forex CRM, and Forex broker solutions for platforms management are often used interchangeably by specialists in the industry. Cloud-based or built in-house by a broker’s own team of engineers are the most common options for SaaS (software as a service) solutions. CTrader is the second most popular platform after Metatrader among traders and the first among professional traders. CTrader is revered in the forex world for its transparency and honesty.

Sales Pipeline Management

You will sell smarter and expand your business faster even while remote. Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package. Monitor and accept fast crypto deposits and withdrawals through our payment plugins. As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities. The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge.

  • Managing your Leads & Clients becomes easier and more efficient than ever before.
  • Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction.
  • At this level, brokers have a unique ability to manage their clients’ relationships.
  • CRM works in complete synchronization with the MetaTrader4, MetaTrader5, and XCritical platforms.
  • CRM offers Multi-level partner management, allowing forex trading firms; to manage revenue share or partner commissions efficiently.

Save your employees time by streamlining KYC and data verification processes on AltimaCRM. Our systems synchronize with Google Cloud Vision Services to verify documents and streamline customer sign-ups. With our easy-to-use system, you’ll be able to speed up the compliance processes your brokerage needs to jump through. Many newcomers dive into the terminology and educating videos before entering the market. This is why a broker may win the competitive struggle through ultimate features offered for signed-up traders.

Robust Features of Cloud Forex CRM

Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. A core part of every CRM is to make it easy to create and manage leads for sales representatives and IBs. Our CRM will assist you with all the data needed for sales enforcement to improve the quality of lead generation.

forex crm

Maximize customer satisfaction and community support with a brokerage system that places emphasis on customer-first service. With proven strategies to improve engagement and loyalty, our system streamlines customer interaction for your agents. With customizable landing pages, social media systems, IB promotional materials, and more, you’ll be able to manage an international multi-channel forex marketing system from AltimaCRM.

What is CRM in Forex Market?

Today we offer to consider program products from such a world-famous manufacturer as XCritical ® (all rights reserved). All platforms that this office produces for the market today occupy leadership positions and are most often used by professional brokerage companies. With a fully-integrated VoIP system, agents are able to use AltimaCRM to call and communicate directly with customers.

The product facilitates interaction between different units of the company, increasing the manageability and productivity of the broker. Reach your traders by integrating your platform with your phone system, email sender, and SMS. Create automatic notifications for key events, margin calls, and marketing campaigns. LXCRM also provides Affiliate System integration, allowing brokers to automatically track their affiliates’ performance from one location. If your company provides or plans to provide financial market trading services to individual clients and you are interested in ensuring high quality of your product, you will need liquidity. UpTrader works with trusted liquidity providers that can ensure best prices and perfect executions.