We have developed a Forex CRM that is designed specifically for the needs of management, sales, retention and back office teams. The CRM captures leads via our Lead API from landing pages or you can import them via the CRM. Sales teams can then work on the leads in order to convert them to be accounts. Once accounts are created your retention team can view all the MT4 trading related information including balance, equity, closed and open positions and also view documents uploaded from the website with recording all deposits and withdrawal requests.
You your clients are enabled to access a thousand of features after login, right from registering new accounts to electronic deposits and live chat. The system offers so many functions that the best way to describe it is to experience it.
Some of the key benefits of our CRM are :
- Opening Demo and Live accounts from website.
- Various deposit and withdrawal options, e-payments.
- Opening new trading accounts from Trader’s Room application.
- Transferring funds between trading accounts.
- Automatic email notifications about all clients activities.