Cloud Forex CRM on LinkedIn: Crucial role of CRM in forex brokerage

Multiple Support Channels all in one place seamlessly integrated between each other. Wait for our official invoice from the official account department email id which is [email protected] and then do the payment. We seamlessly integrate any third-party APIs, our system to any platform and of course deploy it to your own server for a more secure effect.

Thanks to Forex CRM, even if you are a small brokerage organization, you can manage vast data in minutes. An innovative and eye-catching CRM system called B2Core aims to revolutionize the management of brokerage companies. Earlier the CRMs were designed for the web only and the sales team would have to be tied up to their desks in order to perform any sales activity. But not anymore with the automation and advancement on the technology front. Now the back office team can access the information using their smartphone. It is supported by hundreds of third-party plug-ins that have been developed by experienced and independent technology firms and individuals.

Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders. We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels. Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction. Forex CRM helps scrutinize and adaptation of all the available data for your organization. This task earlier was not possible without the help of a large group of employees.

When https://www.xcritical.in/blog/forex-crm/ is integrated with Vertex FX, you as a broker remain guaranteed as far as security, reliability, and flexibility are concerned. Create powerful reports to help your sales and marketing teams know which retention campaigns are working well, and which need some improvement. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control.

As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. The minimum tenure to continue the CRM subscription is 3 months, which is the first 3 months as we accept payments only Quarterly basis. If you want to discontinue after 3 months, you need to inform us at least before two weeks of the expiration of the first quarter. Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability. The developer, Pheasant PTE LTD, indicated that the app’s privacy practices may include handling of data as described below.

The CurrentDesk CRM system helps brokers automate inner processes and optimize sales and onboarding processes. The software enables a brokerage company to build a multi-level referral program, as the system is responsible for invoices and rewards. The product
is compatible with MT4, MT5, and other top-rated trading platforms. This solution jumps your interaction with clients to a brand new level. For instance, business owners may integrate over 80 reliable payment providers.

Cloud Forex CRM

These players account for a considerable share in the market and focus on expanding their client base across the globe. Increasing the speed of support response is the goal of your Support Department. The system has a built-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking.

Moreover, your sales team has complete dominance and control over this automated sales engine. With a customized and specifically created Forex CRM, any broker can find new clients https://www.xcritical.in/ and gather as much as a possible number of leads from around the world. Also, it helps to keep in touch with the existing clients and in turn brings customer retention.

Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads. 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. Intuitive Forex CRM solution allows you to easily find everything at a glance starting from the Inbox.

• 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.
• A Forex CRM to help you track lead flow and convert more leads into active traders.
• If you want to discontinue after 3 months, you need to inform us at least before two weeks of the expiration of the first quarter.
• Forex CRM can support clients and resolve their issues in real-time and at the same time offer 24×7 support.
• As you are keeping your phone with you all the time, you can quickly review all the documents that are uploaded by the clients through their cabinet area.
• The Syntellicore FX CRM solution unites three components (trader’s room, back office, and rebate system).

Clients’ issues can be handled quickly and effectively by this feature. Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner. Being a 
Forex Broker, you must know the importance of IB in the market. It is very important to manage a relationship with IB same as your relationships with regular traders.

Offer the best customer support

We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. We’ve updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data. The Syntellicore FX CRM solution unites three components (trader’s room, back office, and rebate system). In addition to our powerful and innovative Forex CRM, PheasanTech provides …

Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times. A Forex CRM to help you track lead flow and convert more leads into active traders. Chatbot promptly responds to all the queries from all the existing customers With swift resolution. Powered by automation, the sales processes become much more effective Chatbot manages. This is a fantastic Application, I still haven’t completely explored all the potential and possibilities of this app.

Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms. With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location. Leverate is known as the premium provider of technologies for financial markets, and a Forex CRM solutionis among the products available for brokerage
companies. The product is compatible with MT4 Client, Web Trader, and Mobile Trader. Your Forex business needs an advanced CRM system to boost your brokerage process, and business owners face a dilemma – which providers are the best to deal with.