Forex CRM System Advanced CRM and Back Office Solution

All data is updated in real-time, enhancing control and ensuring fast analytics. Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. A provider of technology for multi-asset class execution, connectivity, aggregation, distribution and hub.

Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business. This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. Our solution also increases operational efficiency through its reporting capabilities. The flexibility to customise a dashboard to meet the information needs of every agent results in huge efficiencies across the entire Forex business. There are additional features to consider which can deliver a competitive edge in the Forex industry.

Get New Sales Interface

According to the company representatives, this CRM system guarantees brokers the highest level of flexibility and customization, adjusted to the needs of a certain company. Business owners get a back office with a high-level customer and partner experience,
a multi-tier rebate system, and a functional client’s area. Finalto’s motto sounds like “next-level financial markets.” The company aims to provide business owners with eye-catching technologies. We can support any custom single-level or multi-level providers with automatic or manual management. We are a premium broker solutions provider, dedicated to delivering a wide array of innovative solutions and services that enable Forex brokers and financial institutions to minimize risk and maximize growth.

Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room. A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. Our FXOD CRM is continuously updated to market needs ensuring you get the leading-edge and built-for-purpose solution from sales all the way through to marketing.

Thus, the system simplifies operations by assigning roles to your staff. As a result, agents in a support role will ensure client satisfaction and so on. On the other hand, CRM provides all the tools you need to unify all of your marketing channels.

Support for various business models

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 https://www.xcritical.in/ of Leads, Contacts, Clients. 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.

We became an influential force in the Forex market and maintained our position at the front line of brokerage technology. Our easy-to-use FXOD CRM help you to maximize revenue for your FX brokerage agency. Our FXOD CRM creates detailed reports that include personal trading, marketing and other necessary customer information. Each employee can independently set the necessary data search parameters using a wide variety of filtering options. There are lots of exciting social trading solutions to help your clients start earning money. Just let your clients choose strategies and get profit easily by copying orders.

First and foremost, beginner business owners need to understand deeper what a Forex CRM system is and why top-rated companies take this component into account. 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. 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.

• If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them.
• Delivering a more personalised customer experience also increases conversions.
• Converters are special services that help to carry out the process of converting one currency to another.
• Leverage Forex CRM Solution to boost sales and customer retention for your brokerage.

Our system interface is a product of many years of improvement following many top industrial leaders. Flexible workflow setting and role managements enable brokers to customize the system according to their needs. Thus, get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox. 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.

A web interface for the сrурtо-сrурtо / fiаt-сrурtо ехсhаngе in a few clicks. With an e-wallet, you can get access to your сryptocurrency through any device. Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions. Use smart lead routing rules to automatically pass leads to sales staff so that they can quickly reach out to warm prospects and convert them while interest is high. Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution.

forex crm allows a small sales team to handle all the sales and support tasks effectively, within deadlines. An intuitive interface makes it simple to use and easy to understand, whether you’re an amateur or professional. Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals. Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time. Gain easy access to all the most popular fiat currencies, сryptocurrencies and stablecoins.

Backup server and Internet connectivity are necessary factors to prevent operation failures. No matter how technological and high-quality your CRM is, upgrades are required over time. Suffice it to say, desktop solutions are costlier when compared to cloud software. We are all living in the digital age; this said, a problem of data analyzing and structuring is vital.

Cloud Forex CRM is a revolutionary cloud based CRM solution designed to meet the needs of startups and established brokerage firms. Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry. Our commitment to innovation and customer satisfaction sets us apart as a leader in the field. On top of independent traders, IBs are important players in the market as well.

You own your sales strategy while the Forex CRM software provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists. Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads.