We supply brokers with all core Forex Solutions which help brokerages start or improve their business. If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package.
- Also, the company’s management will be able to respond more quickly to various changes.
- Thus, the firm will lose fewer clients and increase the level of loyalty.
- LX CRM is built in the fullest correspondence with brokers’ needs and helps business owners to upgrade their performance with inbuilt or integrated marketing and automation tools.
- 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.
UpTrader works with trusted liquidity providers that can ensure best prices and perfect executions. CTrader is the second most popular platform after Metatrader among traders and the first among professional traders. A sales team will be able to control lead status, increasing the efficiency of their work. The marketing team gets insights into conversion rates, understanding when to apply new strategies.
Integrations with VoIP Providers:
The reserves took a hit as the central bank deployed the kitty to defend the rupee amid pressures caused majorly by global developments since last year. The country’s forex kitty had reached an all-time high of USD 645 billion in October 2021. Our FXOD CRM is continuously updated to market needs ensuring you get the leading-edge and built-for-purpose solution from sales all the way through to marketing. As a result, our FXOD CRM is seamlessly integrated to trading solutions. FXOD CRM is easy to use and it minimizes risks and helps you to maximize the revenues of your FX industry as a whole. Increasing the speed of support response is the goal of your Support Department.
Brokers using the FXOD CRM system can assign different access levels to partners and internal departments of the company. If there is a need, managers can restrict employee access to customers’ personal data (phone numbers, last names, and e-mails). Intuitive CRM interface allows you to find everything at a glance starting from the inbox.
Good liquidity, in essence, provides you with the speed of execution on your clients‘ trades at the best prices with minimal cost. If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them. Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients. Your partners can see all their clients, trading details, their money, and their activity. Excellent CRM system and custom finstech solutions software development. They offer honesty service to the customer
when we have a trouble they get quick response and solution for us.
Zoho CRM offers subscription plans for every business, whether small, medium, or large. Salesforce has a multifunctional ecosystem where you can add services based on your requirements. Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.
Multiple accounts per client
A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies. A financial technology provider with cutting-edge aggregation software, https://www.xcritical.in/blog/forex-crm/ ultra-low-latency connectivity, institutional grade hosting solutions. No matter which business model is chosen, CRMs are equally important for both independent brokerage companies and White Label Forex brokers.
The “Sugar Professional” plan is priced at $52/month/user and offers a CRM solution for small businesses. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. As a beginner, they provided me with all relevant information, and I contacted their customer support several times, https://www.xcritical.in/ and they were always helpful and patient. MT5 integration provides the same seamless connectivity and centralized management as our MT4 integration, with added features and functionality for advanced Forex traders. Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders.
When it comes to managing these two aspects of business, you need to have expertise. We have well-versed professionals who do not let the trading go off the rails and keep everything flawless. With our program, you can maintain fair and productive trading practices while generating high value for your clients. While keeping the operations intact, it is also very important to promote the brand and we do that for you.
Sales module in Forex CRM
Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business. 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.
Track the performance of your sales and retention teams and fully manage your permissions and the access you grant to sensitive data. Our domestic growth has been extraordinary, which confirms that we offer the most solid, simple and elaborated software solutions available established and solid. Together with Syntellicore CRM, Dynamic Works can also deliver your Forex Traders Room (Clients Area) as a bundle. We provide all the necessary tools and services to get you online providing you with leeway against your competition instantly. Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business.
Today we offer to consider program products from such a world-famous manufacturer as XCritical ® (all rights reserved). All platforms that this office produces for the market today occupy leadership positions and are most often used by professional brokerage companies. Also, the program allows you to track the actions of the purchaser account frame in a specialized platform.
On the IB side the interface incentivizes IB registrations and streamlines referrals. The wallet is designed to make it easier for you to manage your finances. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. You can distribute funds from the wallet to all your trading accounts and withdraw them back. With state-of-the-art visual tools and a customer data analysis system, you can rapidly create charts, documents, and even view sales trends and patterns. It’s time to change the face of custom reporting system with our forex CRM solution.