CRM Solution

Home  CRM Solution

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.

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.

CRM Solution – CRM

For smooth operation of any brokerage business, the Traders Room is a vital business infrastructure that support the many administrative functions of the day to day operations of a broker. If you run between A book and B book operations, you can segregate your company’s profit and loss, understand how your sales people are following up leads from sales campaigns through functions that measure the results and progress of any campaign. It helps the organization to measure performance in terms of sales and turnover of approvals, report customer activities, analyzing clients habits, improve efficiency on customer management, report company financials, and provide accurate data for the organization to analyze on the progress of their business.

hrough a strong back-end portal like our CRM or Traders Room, your brokerage business can monitor performance and you can make better decisions on what should be best done in your next move to grow your organization. It is a complete solution for a Forex brokerage company offering portal access to your company’s clients, partners, and your company’s internal staff with the administrator. The portals are directly connected with the MT4/5 through the manager API which we will effortlessly connect with least effort from your end.

With our CRM, you can easily connect to different types of payment gateways, receive audit trails of activities made by clients and your internal sales people, be notified on the latest deposit or withdrawals and keep track of your best performing customer or personnel in your organization. In extension of the CRM or Traders Room, we are able to integrate social trading tools such as MAM trading, trade copying, setup trading contests to grow client base, and many more.

With our solution, you can now single-handedly reduce time on administration and reconciliation, reduce high overhead costs, and allow your business to focus more time on growing your business all at the single cost of one person salary. If maximizing earnings is what you have been trying to achieve, and you are looking at a CRM service with a multi-language 24/7 tech support team, give us a try.

Have a query or want to discuss something?

Feel free to drop us your query!