Forex CRM
Experience a powerful, fully customizable Forex CRM designed to streamline operations, enhance client retention, and drive new acquisitions. Optimize efficiency while saving time and costs.
Cutting-Edge Forex CRM |
Experience a powerful, fully customizable Forex CRM designed to streamline operations, enhance client retention, and drive new acquisitions. Optimize efficiency while saving time and costs
100+
satisfied clients
worldwide
200
current integrations
100+
payment providers
10+
years of CRM expertise
A Comprehensive Forex CRM Platform
Back Office
A fully automated and customizable back-office solution tailored for forex brokers. Unlock client insights and enhance customer service with advanced, professional tools.
Client Area
A dedicated client portal that offers all the essential information for managing accounts, transactions, and documents—your ultimate tool for client retention.
Partner Area
A cutting-edge partner portal designed to empower Introducing Brokers and affiliates to attract clients, run campaigns, monitor statistics, and more!
B2B CRM
Streamline your operations, strengthen relationships with potential partners, maximize revenue, and keep track of all interactions effortlessly in one place.
Service Desk
Effortlessly manage customer inquiries, resolve issues, and address requests with ease. Harness our powerful CRM solution to foster long-term client relationships.
The best sales tools at your fingerprints
Sales
- Lead and client follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storage of all VOIP calls
IB management
- Support for multi-level partnership programs
- Create referral lists with search functions
- Create partnership links
- Gain access to comprehensive link statistics
- Offer IBs local deposit functions
- Create custom promotional content with campaign banners in various sizes
- IBs can easily transfer funds between to their referrals with ease
Marketing
- Over 60 automated emails connected to client actions
- Mass mail options
- Instant translation tool
- Campaign management and statistics
- Brand customization and more!
Finance
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Over 300 payment systems connected
- Internal money transfers between own accounts
- Clients can easily transfer funds between their trading accounts
Compliance
- KYC integrated process
- Specific and complex Client monitoring
- Complete 'company document' area
- Risk warning placement
Sales
- Lead and client follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storage of all VOIP calls
IB management
- Support for multi-level partnership programs
- Create referral lists with search functions
- Create partnership links
- Gain access to comprehensive link statistics
- Offer IBs local deposit functions
- Create custom promotional content with campaign banners in various sizes
- IBs can easily transfer funds between to their referrals with ease
Marketing
- Over 60 automated emails connected to client actions
- Mass mail options
- Instant translation tool
- Campaign management and statistics
- Brand customization and more!
Finance
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Over 300 payment systems connected
- Internal money transfers between own accounts
- Clients can easily transfer funds between their trading accounts
Compliance
- KYC integrated process
- Specific and complex Client monitoring
- Complete 'company document' area
- Risk warning placement
Trading platforms
Explore why we are the top choice for Forex CRM solutions in the industry.
Growth potential.
A variety of tools and integrations
for remote teams.
Dependability
Our code is meticulously monitored, tested, and updated to ensure uninterrupted product performance 24/7.
Assistance
Technical support available 24/5, with emergency assistance 24/7.
Customized pricing designed to stay competitive.
Our pricing is both competitive and flexible, tailored to meet your specific needs.
Payment Gateways (PSPs) With Our CRM
