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Forex Crm Solutions

Using the Microsoft Dynamics plug-ins functionality allows us to develop and/or acquire already developed out-of-the-box solutions for CRM 2011. Microsoft Dynamics is the best solution in the market today for Intech CRM solution and forex crm system Integration tool since it’s based on the Microsoft .Net Framework. Our technical team will install and integrate all of your brokerage components. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more.

Its lead management system tracks all lead activities, including conversations between the sales team and the potential customer enabling them to do their jobs more effectively. This makes integration with your existing tools such as MT4/ MT5, web and mobile trading platforms, client cabinet/trader’s room, or any other 3rd party tool seamless. Your ideal forex CRM will manage data, client interactions, IB administration, marketing activities, and staff performance, all in one place, making it the go-to platform for anyone at any level of your organization . B2Broker’s Trader’s Room is a SaaS solution that can really enhance your brokerage operations. It is the ideal platform for both individual and corporate clients and back office teams to optimise their operations and increase their revenue potential.

The output is beyond the expectation so really appreciate the team efforts. Cloud Forex CRM gives you a totally secure, forex crm system customized and scalable CRM system that will allow your team to achieve the targets, within given timeline.

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CRM allows you to keep track of all the activities of your traders in real time, always keeping you in the know. This renders customer management easier, more efficient and more effective. It also enables you to provide excellent and responsive support thus keeping customers engaged, happy and loyal. Integrating Forex CRM in your system allows the smoother management of customer relationships and minimises chances of losing customers due to ineffective handling.

forex crm system

This system enables Forex brokers to get ample leads from all potential traders. Our Forex CRM solution comes with a fully customised forex crm system version of a Trader’s Room, which every brokerage can make use of to cost-effectively and efficiently cover all their needs.

This makes it not just essential, but definitive for any forex brokerage to have an efficient forex CRM. The CRM of your forex brokerage now plays a pivotal role https://xcritical.com/ in defining the success of your brokerage. With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele.

  • Gather information about a prospect and continue to build on it even when they’ve become a client.
  • The output is beyond the expectation so really appreciate the team efforts.
  • Forex CRM allows you to reach out to the world without worrying about time zones and boundaries.
  • Cloud Forex CRM gives you a totally secure, customized and scalable CRM system that will allow your team to achieve the targets, within given timeline.
  • Excellent work, amazing team, effective cost, quick support and smart work!!!
forex crm system

Your CRM can be customized to meet your brand guidelines such as logo, color schemes, etc. making your brokerage look more professional from the customer’s end. This holds good for your sales and marketing team more than any other.

The system offers so many functions that the best way to describe it is to experience it. All your clients can manage and control their accounts, check their balance, deposit funds, request withdrawals, change passwords and personal details together with more useful features. The list may go on, but these are the most demanded business solutions you can manage with the Popcorn Technology CRM for brokers.

Ready To Take Your Brokerage To The Next Level?

Pretty much every industry considers a robust CRM software a ‘must-have’, and the forex brokerage industry is no exception. Syntellicore is a flexible CRM system developed exclusively for Forex Brokers and White forex crm system Labels who are dedicated to a higher level of Customer Experience. A cost-effective solution, Syntellicore can be customized to your exact business model and be optimized to match your existing procedures.

Integrated Forex Brokerage & Crm Solution

In this respect, preparing a checklist to compare different solutions on the market before proceeding is necessary. By doing this, you can sort out what is required for your brokerage and note any issues that may currently be of concern such as website traffic or unhappy clients. All these aspects should essentially determine what features your Forex CRM should include. We have created the best Forex CRM to ease the trading and client management systems.


Track your sales and success teams’ performances collectively and individually. One of our main advantages is the ability to manage IBs, in order to have the power to control the whole operation from one place. It is the most user friendly way to manage your IBs with a click of a button. Case studiesCoolJunk forex crm system Technologies Is an India based company that has the vision to revolutionize the world of Electronics and Technology. Promo’sWeb Design Anyone can design a website but it takes only a true professional to understand what SEO compatible Web designing is and how important it is for a business.

Trader’s Room is a solution that is integrated with the MT4/MT5 platform. It’s basically a profile access given to every trader so they can easily operate. It provides all the necessary tools which traders need to manage their money transfers, deposits, affiliate system, etc. Developed using latest technologies, the forex solution is embedded with secure frameworks to handle financial transactions, critical business data and client information.


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. When you choose a Forex CRM provider, you need to know you’re working with the most trustworthy. Your CRM is at the core of your business activity and can either make or break your company. Integrated payments help reduce the stress of manual accounting and make it more manageable for companies to manage finances in the CRM system only.

投稿者:mehdi