A Forex CRM (Customer Relation Management) can help you track lead flow and convert more leads into active traders. It run real time reports to show how much revenue you have earned per lead.
You can stay informed by recording and managing detailed demographic profiles for each of your leads, clients and partners. A dashboard to show all the relevant data from including marketing sources, deposit values, contact info, language preferences and trading Profit and Loss.
Create custom campaign and payouts in your CRM for easy tracking and marketing. Build custom HTML email templates and autoresponders to send out on predetermined user actions. For example, if you would like to run a campaign related to gold trading, you can generate a custom report with a list of traders who have traded in gold recently. Based on the report you can run the campaign from your emailing platform to these traders and inform them regarding some upcoming activities in those trades.
Automate your business by keeping client trading accounts synchronized with connections to MT4, MT5 and other trading platforms. With CRM, you can automatically calculate daily trade and transaction revenue. You can also tailor reports based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased control with ease.
If you think that boosting your business from CRM is the thing you are looking for, please contact us.