FOREX CRM INCLUDES:

ROLE
MANAGEMENT
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the employees (according to their job roles) so that the work can be managed efficiently.

DYNAMIC
REPORTS
This is probably one of the best features of Forex CRM systems. With this feature, it is possible to track the monthly, quarterly, and annual records of the client. Some important analytics which is covered in this feature include e-wallet transactions, withdrawal, deposits, IB, and much more.

MT4/MT5
INTEGRATION
We have created the best Forex CRM to ease the trading and client management systems. With MT4 and MT5 integration on this trading CRM, you can efficiently manage the entire software application.

E-Wallet
PAYMENT
For every client, there is a unique E-wallet. This E-wallet is considered as the bridge between the funds and the trading. Our E-wallet can efficiently manage a variety of transactions such as MT4 to E-wallet and vice versa, Internal E-wallet transactions, IB commissions and E-wallet, etc.

Benefits of Forex CRM

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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HOW TO GET STARTED:

CONTACT

Leave your details here to get a call, or contact us via phone, Skype, email or social media.

CUSTOMIZATION

A personal success manager will help you build the most fitting package for your needs.

INSTALLATION

Our technical team will install and integrate all of your brokerage components.

TRAINING

A training professional will guide your team through all your systems, and you are good to go!.

Optimize your entire process

Optimize your entire process

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.

CONNECT US
Build stronger relationships

Build stronger relationships

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.

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