Best Forex CRM Solution Forex CRM Software Forex CRM System

All relevant data are assembled in one single platform, agents can be made informed and can make the right decisions at the perfect time. Clients List-This shows the number of how many clients that exist under the brokerage system. Reporting tools- Full reports of trade, profit and loss, deposit amounts, and CDF dividends. Client Information- The trade volumes, location, trading record, and various information of clients. Real-time account monitoring- Track all accounts in real-time to view real-time margins, P/L, and position sizes. Reporting tools- Allow making reports on trade, profit, and loss, deposit amounts, and CDF dividends.

Agents in a Support Role will ensure client satisfaction and so on. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. When you choose a Forex CRM provider, you need to know you’re working with the most trustworthy. Multi-level Online and Auto Trading Platform used in the Forex and global markets by Dealing Rooms, Liquidity Providers, Exchanges, Market Makers, Brokerage Firms. Use different payment gateways integrated with the CRM system placidly.

Integrations with VoIP Providers:

Choosing the right CRM can make a big difference not only in your profit margins, but also in how easy it is to do your job. For your customers, you can enhance their experience by implementing the software with seamless integrations with such third-party tools & payment gateways. Cloud Forex CRM has arranged different trustable payment gateways to ensure secure and safe transactions. As we have different payment gateways in this trading CRM, customers can easily choose the best payment mode according to their convenience.

For example, if you want to offer ZuluTrade in addition to MT4 and MT5, you won’t want to change CRMs just to do that. With a fully-integrated VoIP system, agents are https://xcritical.com/blog/forex-security-how-to-protect-your-forex-crm-data/ able to use AltimaCRM to call and communicate directly with customers. You can create an expansive caller system with a unique extension for every single agent.

FOREX AFFILIATES (INTRODUCING BROKER) SECTION

System Interface is a product of many years of improvement following many Industry Leaders. Flexible Workflow Settings and Role Managements enable Brokers to customize the Forex CRM system to their needs. Get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox. With all the information you’ll put into your CRM, it can be a powerful tool for compiling data. It should be simple to generate reports on trading statistics, leads, revenue, dividends, and much more. The CRM should also provide reports that make it easier to comply with the rules in your regulatory environment.

Tasks can be automated, sales and marketing teams supported, documents can be stored and monitored, promotional materials can be generated and reporting becomes a matter of a few clicks. The entire system was built with forex brokerages in mind, specifically how they have to interact with regulatory bodies. From the secure storage and management of their client data, to having to market themselves in a fiercely competitive market, to suffering with CRMs that are generic and difficult to use.

Account history

Business Consulting Our Business consulting service will meet up the jurisdictional requirements for your brokerage business. Financial Licensing FX brokerage license will help you to gain the financial success of your brokerage business. Banking Solutions Our state-of-the-art banking solutions enable the brokers to receive payment seamlessly. PSP Solutions Custom Pay In/Out solutions with easy API integration. Get benefited with ground-breaking solutions in the FX industry as a whole provided by our dedicated team of engineers.

B2Core updates are first deployed to the staging environment for client testing and proceed to production deployment only after approval. This is done to minimize the risk of bugs on production and is a scheme that will make your product the most stable on the market. Allow your clients to protect their account and all the data there by simply connecting to Google Authenticator. Ensure your account access has only verified accounts with an extra layer of security, supported by phone number and Google Authenticator. We have developed functionality that allows admins of the product to make adjustments for a large amount of users in a few clicks. The system already supports 6+ actions and we are constantly working to expand them further.

Easy Integrations

This type can simultaneously manage both the purchaser base and the brokers’ department. The new brokers can have the existing client’s buying history, habits, and other analyses at a simple click. Before buying any CRM for your forex business, check the following factors. Online Notification- Is important to have the updated data when trading like depositing and withdrawing.

By managing your IB system with precision, you can create an enticing platform for future IB partners, helping to bring both visibility and activity onto your platform. With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting https://xcritical.com/ based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage.

WHITE LABEL SOCIAL TRADING PLATFORM(PAMM/MAM MetaTrader 4/MetaTrader 5 Investment platform)

In today’s world, providing the speed process of sharing information and making instant decisions are important factors of high profit. Thanks to the XCritical solution, your company’s employees will be able to exchange all the necessary info without the risk of its loss. Moreover, the system administrator will be prepared at any moment to provide individual trade access to each of the employees. Besides, in the future, you will be able to use this info for cross-selling of additional products and services.

• Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times.
• XCritical’s CRM can be integrated with a wide variety of trading platforms, including MT4 and many others.
• A powerful, bespoke forex CRM catering to brokerages around the world.
• The creation of forex-specific data and statistics that may be easily accessed by management teams.
• It provides an overall client view, increases profitability, all financial reports including revenue calculation make this back-office outstanding.
• Seamless Integration As we all know retention is the key to success.

It will help brokers to make the forex business user-friendly, save money in campaign management marketing, assist in risk management and trading and manage affiliates. FX Back Office’s CRM offers a wide range of tools to address the challenges faced by companies in the forex industry. A CRM is a sophisticated business support system that all brokerages must have in the highly competitive Forex marketplace. The functions and tools that come with it help companies retain clients and improve their business operations. Since an effective CRM software greatly impacts your business operations, it is important to choose one that is right for your business.