Wait for our official invoice from the official account department email id which is [email protected] and then do the payment. Currently, we already have 5 languages integrated apart from English, if you need any other languages to be integrated, we will get it done for you with no extra cost, provided you give us the translation. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. FManage your business from anywhere with our powerful and intuitive Mobile App.

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. 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.

What is a Forex CRM Platform and What Features It Has

Leverate continued by developing specific products for risk management and mobile trading. Leverate is a software developer for Forex brokers to organize trading on the Forex market. Leverate’s product line also includes many additional programs and services, which help coordinate full-service brokerage operations. Leverate has offices in Cyprus, Ukraine, Israel, and Hong Kong and is the provider of the most prominent brokerage solution on the market. Among other things, this CRM tool allows you to connect different trading platforms including MetaTrader 4 and 5, as well as integrate different services that offer payment processing.

These services are designed specifically for Forex trading and help market participants easily, quickly and conveniently interact with their investment portfolio, the market, as well as to keep records of their trading activity. In 2008, the company changed its business activity and started to develop and sell products to Forex brokerage firms and other financial institutions. One of those products was a quote source that the company said was fast and accurate. The company sold the quote source to brokers who needed to gain the necessary knowledge of market conditions.

Choose Best Forex CRM for your Company Today

Look for software that allows you to manage KYCs and track whether or not clients have submitted the appropriate documents. Consider how you’d like a CRM to help with KYCs, and ask whether the tool is capable of that during a demo. Our CRM’s integration with Vertex provides you with a multi-level online and auto trading platform, used by Forex trader’s room, liquidity providers, exchanges, market makers, and brokerage firms. One of the most crucial factors to consider when selecting the finest CRM system is the simplicity of use. The loaded interface and many settings can make navigating the system challenging.

On the other hand, the system must be simple for the broker because the difficulties brought on by a lousy CRM system can drain his energy, consume his time, and risk costing him clients. CRM tools have become a breath of fresh air for many FX companies today, which have thousands of clients all over the world using their products or services. B2Core CRM is a comprehensive white label software developed by B2Broker to serve business needs in the Forex and crypto markets. It combines the CRM, trader’s room, and back-office tools under one roof, which is easy to use and manage on all popular trading platforms.

PRODUCTS

This solution is available at a very reasonable price and may be ideal for beginners who want to try the product and understand how Forex CRM systems work and are structured. Cloud Forex CRM is a solution from PHEASANTECH, designed in 2016 to help Forex brokers and traders efficiently store confidential information. Cloud Forex CRM provides an interface for brokerage businesses to centrally manage customer data, leads, deals, transactions, and documents. 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. The industry also
requires in-depth reporting tools that many CRMs struggle to deliver.

Regulate and streamline transactions being made to a CRM and back office system. Offer advanced money tracking and risk management with setting designed for portfolio centric management. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities.

A Back Office for your team

The Client Cabinet includes a suitability questionnaire, allowing brokerages to
quickly understand if their clients are selling the correct products to the
correct customers. A brokerage company’s clients get access to CRM features through their traders’ rooms. Such a portal serves as a bridge between traders and brokers, enabling a platform’s clients to reach different sections, including Verification, Demo account, Deposits, Withdrawals, etc. The product allows users to determine the sales KPI and efficiency of each brand, project, team, or manager. CRM includes various financial analysis tools and an integrated risk management system.

The team at FX Back Office hasn’t wasted
time trying to reinvent the wheel, but rather has integrated these programs
into their forex crm. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. We offer a large range of products and services to enhance your business operations. Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room.

FX CRM Software with Client’s Cabinet & IB Portal

Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals. A web interface for the сrурtо-сrурtо / fiаt-сrурtо ехсhаngе in a few clicks. Full customization, REST API connection to any ехсhаnges and providers. 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. As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities.