Best Forex CRM Solution Forex CRM System Provider

Client Registration, KYC, Deposits, and Withdrawals are attended to by the Operations Staff.The System simplifies Operations by assigning Roles to your staff. Agents in a Support Role will ensure client satisfaction and so on. Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals.

We have years of experience in offering successful Salesforce customization services to a clients. Let us build a Customer Relationship Management portal exclusively for businesses covering every aspect of your dealings to maintain the clientele. You can manage traders, transactions, payments, and tools from one platform, along with accessing detailed analysis and reports. Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. This sales system was created with specific broker tasks in mind.

Performance Tracking

Upon completing initial go to market strategy validation, our customer was eager to get the companies valuable solution into the hands of more Forex brokers, and we didn’t blame him. The offering and team behind the brand was excellent, support services intact and unique algorithm trading expertise, supposed by none. The product allows users to determine the sales KPI and efficiency of each brand, project, team, or manager. CRM includes various financial analysis tools and an integrated risk management system. Trader’s Room is where clients will carry out all their account-related activities outside of actual trading. Extra features that enhance brokerage services at a professional level.

Share your referral link or code to any of your social media accounts easily. For the convenience of the mobile users, FxCRM has maintained the trader’s room solution responsively. As the FxCRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. It means, any action taken by the client, will be notified to you instantly on this CRM for Forex Brokers. Choose FX BACK OFFICE for the fastest integration the market has to offer.

Our turnkey solutions are integrated with A/B Book trade execution, smart liquidity aggregation, and risk management functions. We create mobile apps for all the devices with best user experience and performance. Forex Mobile App Development Company, delivering next generation technology solutions for Forex. Our mobile trading services provide all the features of the full trading platform right on the small screen without any malfunction. We develop Forex mobile applications for iOS, Android and Windows. Each online Forex broker needs a Forex system on its websites and trading platform to optimize conversion.


You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages. Based on the analysis from Step 1, we will revert to you with best practises from the industry and will map out the most effective way to implement your CRM system in accordance with your processes. Let us build a Customer Relationship Management portal exclusively for businesses covering every..

forex crm

A new generation of forex CRM, client cabinet and back office software. Use different payment gateways integrated with the CRM system placidly. With a completely reliable solution that looks after the confidential information in a very organized way. The product was launched with an aim to provide a solution to startups & established brokerage firms. With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele. Our technical team will install and integrate all of your brokerage components.

We can help you with MetaTrader server migration and modify the data sets for the trading platform. One the market leaders in providing financial brokerage services in europe, contacted Skale CRM after seeing us voted BEST CRM software provider by AtoZ markets. A good Forex CRM is the heart of a retail brokerage and is a vital tool for the optimal functioning of any business. With today’s increasing competition and industry demands, operating a brokerage is tougher than ever when it comes to taking care of your clients needs. A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. We can support any custom single-level or multi-level providers with automatic or manual management.


You can distribute clients from different countries with different deposit amounts to different managers or partners. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.

  • Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms.
  • Block certain functions to specific clients, countries, verifi-cation levels and much more for effective coordination and organisation in your system.
  • As the admin, you can add any trading platform right from your administration interface.
  • Offer clients a back office with instant deposits/withdrawals and the possibility to get one currency converted into another with no limits.

Your brokerage technology partner for achieving thriving success in this Forex Industry. Monitor Referral URL and stages- facilitates Partners to build referral networks. The broker can set the percentage of commissions to affiliates for attracted clients. To make the management of partners simple & easy, the Partner panel is designed. With a multi-tier IB structure, it helps to Increase the growth & potential of brokerage & IB’s business. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies.

Your partners can get an overview of their clients’ money from the reports or from the charts on the dashboard. Having a fresh daily analysis, publishing important company news allows you to attract your clients’ attention to trading, especially if your clients are just starting out. Just use this information to motivate your clients to trade more. Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them. The broker’s staff approves/declines all deposits or withdrawals.

Multi-Level IBs Logic

Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients. We can integrate any two-factor authentication settings or providers. Nexmo and Google are provided by default, ensuring the highest standards of security and privacy. Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future.

Take control of the deposits and withdrawals, monitor KYC procedures, and launch your marketing activities. You can distribute funds from the wallet to all your trading accounts and withdraw them back. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package. Monitor and accept fast crypto deposits and withdrawals through our payment plugins. Continuously working MT4/MT5 trading platform permits to set up easy and clear-cut reports based on trading statistics, transactions, balances, income, profits, and considerably more.

Customer Revenue Management

It is not intended for distribution to residents in any country where such distribution or use would contravene any local law or regulatory requirement. The information and opinions in this report are for general information use only and are not intended as an offer or solicitation with respect to the purchase or sale of any currency or CFD contract. All opinions and information contained in this report are subject to change without notice. This report has been prepared without regard to the specific investment objectives, financial situation and needs of any particular recipient. Any references to historical price movements or levels is informational based on our analysis and we do not represent or warranty that any such movements or levels are likely to reoccur in the future. In essence, the market is nervous that the Fed’s campaign to fight inflation by ending the era of cheap money has exposed cracks in the economy that could widen if it keeps up its rate hikes.

forex crm

A provider of technology for multi-asset class execution, connectivity, aggregation, distribution and hub. Offer clients a back office with instant deposits/withdrawals and the possibility to get one currency converted into another with no limits. CRM maintains the highest security standard for payment card processing — PCI DSS Level 1. It is used to identify sellers of goods and services who process more than 6 million transactions annually. This module is used for storing and processing documents required for client’s accounts and transactions as defined by regulatory procedures and by the business.

Over 150 Forex specific third party plugin solutions available in the scale marketplace, here are just a few

The system has abuilt-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other. Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads. You will sell smarter andexpand your business faster even while remote.

UpTrader Forex CRM system

XCritical CRM is a flexible product to manage multiple brands, which supports work on the desk/brand/locale model. It simplifies information accounting, processing, and analysis, with product functionality that allows brokers to develop several brands simultaneously while providing full control over all processes. The system can be adjusted to suit any business structure, even if unconventional.

The system creates a task for the manager when a client attempts to make a deposit. The managers can postpone some tasks if they do not have enough time to complete forex crm them right away, or they can plan future calls with the clients. Your partners can see all their clients, all trading details, their money, and their activity.

Manually allocated bonus (customise settings)

A trading account nominated in any type of cryptocurrency, fast crypto deposits and withdrawals through B2BinPay. After completing the customization process, our team will install the Forex CRM system. We integrate every component of your brokerage services so that you wouldn’t have to deal with it yourself. Nearly 50% of teams improved their performance after using a Forex CRM system.

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