Best Forex CRM Solution Forex CRM System Provider

An effective client relationship management system may help a broker acquire a significant advantage in the marketplace, as well as provide positive financial results. After the support staff of the brokerage company begins to use the solution web program actively, the profitability received from each purchaser increases significantly. Also, the office’s risk management can consider in detail how much time the trader spends on each client, and thereby increase work efficiency. Customer support is exceptionally important for newcomer traders who expect their problems to be solved in the snap of a finger.

Multiple Support Channels all in one place seamlessly integrated between each other. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. Other customised support systems can also be integrated as per your requirements. Deposits, withdrawals, trаding activity and any other custom reports can be created and automatically sent to your email. 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.

Ready to Scale?Altima’s Forex CRM will be there every step of the way.

It will allow you to get detailed reports of potential clients who could add more value to your business. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5. For instance, in the MAM mode, the manager trades using a common account, https://www.xcritical.com/ while investors monitor the trading operations and see profits in their account balance. There are lots of exciting social trading solutions to help your clients start earning money. Just let your clients choose strategies and get profit easily by copying orders.

This, in turn, will generate new leads for you and monitor the actions of clients during trading on the market. Now you will know for sure when your customer needs to call back or possibly help when making one of the trading operations. Sage CRM is a highly configurable open-ended software that allows businesses to use it for different purposes.

$ 0 / No Set-up

One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use. It is a program that adapts perfectly to the size of your company, with a great usability adaptable to any device and with the possibility of using it anywhere you have a network. Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support. Gone are the days when a brokerage company needed just to enter the Forex market, and that meant success. A platform combining the features of margin and spot trading in one system powered by B2Broker. You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages.

We provide all the necessary tools and services to get you online providing you with leeway against your competition instantly. Instead of filling your employees’ schedules with onboarding processes, these automatic processes will free up time so they can focus on conversions. Scale your brokerage and unlock the true potential of your business with AltimaCRM’s unbeatable forex CRM system.

Identification and clusterization of leads

Your customers will thank you, with AltimaCRM ensuring your team offers better service at every touchpoint in the customer journey. Your team will be strong, faster, and grow into closing experts with our forex marketing tools. We’ve now seen how important a Forex CRM system is to a trading company. It is conceivable to build a system in-house over the next few years, but this would need a significant initial capital investment as well as continuous maintenance expenditures. Take, for example, B2Broker’s B2Core, which has assisted hundreds of brokers in breaking into the market and growing their businesses into globally known enterprises. Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers.

Moreover, due to increased competition, the financial rules of the game are becoming more stringent. However, for some reason, some successful brokers are much easier to cope with their tasks and show more effective results. The fact is that the lion’s share of profits for the Forex trading industry is a loyal relationship with customers.

Forex Back Office

A high-end system for managing customer relationships is the must-have feature for every newer brokerage business that is going to overrun competitors. We offer a large range of products and services to enhance your business operations. 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, ultra-low-latency connectivity, institutional grade hosting solutions.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user. Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities https://www.xcritical.com/blog/forex-crm/ that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs.