Forex CRM solutions and brokerage software

CRM supports opening multiple accounts per client in different base currencies, a convenient option for users who want to diversify their risks. For each account, a trader can use different strategies or use any type of financial instrument. CRM has an ERP system, which fully supports marketing, compliance, sales, dealing, and business process management. The product facilitates interaction between different units of the company, increasing the manageability and productivity of the broker. Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL.

The VOIP-telephony module provides a reliable connection that improves the quality of communication and its efficiency. The proprietary developed mobile trading applications, at the same time, are also improved by the WebRTC calls feature, giving the ability to reach clients, saving expenses on VOIP. The system allows brokers to work on different brokerage business models, with the CRM adapted for Forex.

About Forex CRM Solutions

You can create an expansive caller system with a unique extension for every single agent. All calls can be recorded and transcribed, helping to refine your forex brokerage’s sales strategies over time. With a dashboard of previous calls and a meticulous tracking system that covers successful, unsuccessful, and placed calls, AltimaCRM VoIP gives you full visibility. When you’re offering similar services to other forex brokers, a good CRM and customer support can make all the difference in attracting leads and reducing churn. Payment integrationYou want to make it easy for clients to make deposits, because the easier that is, the more likely they are to make their first deposit and then keep trading.

Thoroughly planned and designed, with distinctive attributes and efficient solutions. All the Skale systems are seamlessly integrated to MT4 and MT5 trading solutions for Forex CRM. Notification system alerts the clients about every step of KYC and deposits/withdrawals. Based on our research we selected Kenmore Design as the Best CRM provider overall. The provider specializes in Forex CRM and back-office customer portals, Forex web design, custom development, and systems integrations.

Forex affiliates Your partners

We provide financial services on behalf of companies that have relevant licenses. 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.

• This can help with client retention efforts, compliance management, and more.
• Increase your business’s capacity for lead generation and expansion While you’re buried in spreadsheets, others are tracking your leads and ready to take them from you.
• UpTrader web terminal is a turnkey brokerage solution for novice businessmen.
• Leverate is a software developer for Forex brokers to organize trading on the Forex market.
• It can also be personalized to meet business needs, by joining installment arrangements, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS, and more.

Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes. Business owners distribute
access to diverse processes, introducing diverse roles. 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.

Customer Revenue Management

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. Customer Relationship Management (CRM) is a technology designed to help businesses manage relationships with customers and prospects. For Forex brokers, CRM solutions provide a range of features that enable them to streamline their operations, stay organized, and better understand customer needs.

Key business insights and dynamic statistics at a glance for an immediate
overview of your current business performance. Life insurance serves as a financial safety net, providing peace of mind and security for your loved ones in the event of your passing. However, within the realm of life insurance, there exists a concept that may have a significant impact on your policy’s benefits and taxation.

Account history

While managing multiple introducing brokers, money managers, partners, and other affiliates at a time, handling interest allocation or partner commissions can be very much tricky or difficult. Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base. It allows brokers to create and manage any number of partners and set the commission settings also.

Client Portal, IB Portal, and PAMM have sophisticated functionalities. Operations, Sales, back office, and team management all through a single interface. Our team of experts can complete the installation in a couple of hours. With our CRM, you can Keep an eye on all of your clients and their trading activities, Manage deposits and withdrawals easily, carry out KYC requirements, and initiate marketing campaigns. Founded in 2016,  one the market leaders in providing financial brokerage services in europe, contacted Skale CRM after seeing us voted BEST CRM software provider by AtoZ markets. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet.

Connect your trading platform easily

Forex CRM software offers a wealth of advantages to brokers, from improved efficiency and streamlined processes to invaluable insights that can drive data-driven decisions. It’s also equipped with powerful analytics capabilities for making the right business decisions or helping your customers keep track of their trading progress. Dynamic Works forex crm provider is one of the most well-known FX broker CRM providers. A Cyprus-based Forex Brokerage Technology firm that specializes in the provision of a forex CRM system, known as SyntelliCore. The business also has offices in Limassol, Cyprus, and London, United Kingdom. Dynamic Works is a MetaTrader 5 Application Developer with a valid license.