11 Features in the Best Forex CRM

The System provides access and state-of-the-art tools to and analyze the data boiling it down to parameters vital for your success. An ever-increasing number of pre-built Visual and Numeric Reports offer you much needed insight. Brokerages will also have the tools needed to build their own reports. The B2Core team is excited to announce a new update, version 1.9.0 to the iOS mobile app. This release is a significant upgrade, bringing with it new improvements and capabilities.

• Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms.
• Brokers set the Commissions Settings in an intuitive web interface and are able to see instant feedback.
• 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.
• WebSDK – Sumsub front-end integrated into B2Core front-end and adapted to the client’s colours so the flow is as smooth as possible when passing the Liveness check.
• An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software.
• Automating all manual activities boosts team efficiency When you use the appropriate CRM, data entry and follow-up are automated, helping your business grow and sell more rapidly.

As such, CRM software is a field to highlight your company’s pros and attract more clients. You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications. It’s all stored in one place, simplifying access for every member of the team. As a result, everyone saves time and focuses on more important tasks.

TOP FOREX BROKERAGE CRM

Then, when clients log in, they see the branding that is familiar to them, which makes your brokerage look more professional. Track the performance of your sales and retention crm for forex teams and fully manage your permissions and the access you grant to sensitive data. LXCRM was crafted to make staying in touch with your Forex traders easy.

On the other hand, using a CRM system can not only help you better manage your existing customer base, but also to organize your brokerage business processes and even prompt you to create your own CRM solution. To be sure that your Forex business is in a stable position and is able to fully meet the needs of its customers, you need to pay special attention to the selection of a reliable and feature-rich Forex CRM software. Obviously, each product has its own features, pros and cons, as well as its own cost, so to make the right choice, you need to carefully analyze each option and compare them according to your specific needs. Below are a few of the best Forex CRM providers on the market, which are definitely worth considering cooperating with. Through Trade Soft, brokers can access a combination of FX Platform, our fully hosted service, and ultra-low latency connectivity to their choice of liquidity providers. Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry.

Customised security integration

On submit, users are filtered by an intelligent duplicate engine that helps you to observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk. Automating all manual activities boosts team efficiency When you use the appropriate CRM, data entry and follow-up are automated, helping your business grow and sell more rapidly. Over two-thirds of organizations (68 percent) use CRM solutions to streamline and automate their sales operations. Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them.

High-quality CRM software that corresponds with your business needs is an effective substitution for diverse employees. Eventually, once a business owner implements revolutionary software, a smaller number of staff will suffice for a brokerage company. Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms. Nearly 50% of teams improved their performance after using a Forex CRM system. For instance, the sales department could quickly get all the required information about leads to turn them into a customer.

What is a Forex CRM and Why it’s Necessary for your Business?

This version includes improvements to the user interface as well as added features like Apple widgets and 4-digit pin code support. All the Skale systems are seamlessly integrated to MT4 and MT5 trading solutions for Forex CRM. We offer a large range of products and services to enhance your business operations. Allow your clients to verify their accounts before conducting any financial activities on the platform. Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room.

With tens of products, the market is fiercely competitive; meanwhile, the industry knows its
heroes. Our FXOD CRM of Trade Soft will guide your agents to carry out the appropriate strategy to engage and capture more leads. As a result, you will sell smarter and expand your business faster even while working from remote location. Thus, empower your teams to provide great customer service from anywhere by providing automated guidance for all types of leads, contacts and clients. As the admin, you can add any trading platform right from your administration interface.

Sales module in Forex CRM Your perfect sales team

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. As a hard-working, goal-oriented, and well-rounded person, I always strive to do quality work for every job I do. Faced with challenging tasks in life, I have developed the habit of thinking rationally and creatively to solve problems, which not only helps me develop as a person, but also as a professional.

We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels. CRM system — a system for automation and control of company interaction with customers, storing and structuring information about their trading activity. We will also look at the key elements that make up the ecosystem of the FX CRM software.

Ticketing Support System

Sales SupportMaking it easy for sales agents and IBs to generate and nurture leads is a central part of any CRM. The software should enable you to keep track of all a lead’s contact information as well as where they are in the sales funnel and how often they’ve been contacted. Ideally, the system should also allow you to track where the lead came from so that you can focus your marketing efforts on the most successful channels.