Forex CRM software helps you centralize, optimize and streamline your communication. The better you know your customers, the stronger your relationships will be with them. Here are some of the benefits of the Forex CRM for Forex Brokers.
We know the value of our client’s time. Our Deployment process is as sleek as 92 hours. Once we receive the required information from you, we can configure the branded and highly reliable CRM within no time. Along with the sleek deployment of the CRM, we guarantee the safety, security, and protection of your data at the same time. Cloud Forex is your one-stop solution for all your Broker Back Office needs with cutting-edge technologies.
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A personal success manager will help you build the most fitting package for your needs.
Our technical team will install and integrate all of your brokerage components.
A training professional will guide your team through all your systems, and you are good to go!.
A Forex CRM to help you track lead flow and convert more leads into active traders. Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times. Run real-time reports to show how much revenue you've earned per lead and which team members are hitting targets.
Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL. Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage.
