CRM Solution – CRM
It is a necessity for all forex and CFD brokers to have a complete and reliable CRM system, where some, call it a traders room. So what is a complete Customer Relationship Management (CRM) System or Traders Room? There are basically 3 access portals related to this system, mainly the Administrator, Sales, and the Customer portal. This system is basically a management system that helps the broker that manages the execution of creating a database when the broker performs KYC (Know Your Client) process on clients when trading accounts are opened, commission management for your company’s sales and affiliates, payments, storage of documents and agreements, create and execute requests within the system, lead management, and many more. The system is indispensable, as it is able to provide detailed account information of the agent and broker account relationship and best of all, to help your company to widen distribution.