CRM Solution – CRM
An advanced and reliable CRM system is essential to the growth and success of a broker. Some call it a ‘Traders Room’. With our proprietary CRM solution, you are able to reliably run your business like a multi-million brokerage business, because many partners have used us and done that. Our CRM helps the broker to manage and create a database from KYC (Know Your Client), opening of trading accounts, multi-level commission distribution, payment gateway integration, storage of documents, create and execute requests within the system, lead management, provides detailed account information of the agent and broker relationship, and help you increase your earnings. Indispensable to any broker.