Forex CRM For Brokerages and Exchanges

A PHEASANTECH product, developed in 2016 to provide forex brokers & traders with a completely reliable solution that looks after the confidential information in a very organized way. Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience. Syntellicore is integrated with an intuitive Trader’s Room, it can be customised to match the Broker’s exact business model and optimised to match existing complex procedures through a user friendly approach.

B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners. It combines rich functionality, an attractive user interface, and support for all devices running Android and iOS operating systems as well as Windows and MacOS operating systems. Forex brokers function very differently from other financial services providers.

When you’re offering similar services to other forex brokers, a good CRM and customer support can make all the difference in attracting leads and reducing churn. Forex CRM system is an ideal combination of all advantages of classic CRM platforms and powerful functionality of additional services designed to provide the best trading experience in the financial markets. The forex CRM system should be both multi-functional and platform agnostic. This way, regardless of the geography to which you expand or the trading platforms you add to your offerings, the CRM will remain compatible. This also means that if you wish to add social or copy trading platforms to your offerings, the CRM should be able to easily integrate with them.

The Syntellicore FX CRM solution unites three components (trader’s room, back office, and rebate system). LX CRM is customized to your needs, offering a set of dashboards and widgets so that you could activate the mandatory settings to make your system as effective as possible. Your partners can motivate their clients and attract new ones by using promo banners. Forex CRM allows a small sales team to handle all the sales and support tasks effectively, within deadlines. You can simplify tasks for your sales team as a CRM makes customer buying history, habits and other demographics available at a single click. It enables your salesperson to customize their approach with each customer to cross-sell or up-sell.

A Forex CRM to help you track lead flow and convert more leads into active traders. Other customised support systems can also be integrated as per your requirements. Nexmo and Google are provided by default,
ensuring the highest standards of security and privacy. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient.

Choosing the right CRM can make a big difference not only in your profit margins, but also in how easy it is to do your job. Segmentation toolsWith many clients making multiple trades per day, you’ll likely be dealing with a large amount of data. One way FX CRM tools do this is by letting you divide clients based on a wide variety of factors, like country of residence, annual income, or EMIR classification. This can help with client retention efforts, compliance management, and more.

While promulgating the services of your company, we make certain that they are appropriately illustrated. 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. Our easy-to-use FXOD CRM help you to maximize revenue for your FX brokerage agency. It can be customized to your exact business model and optimized to match your existing procedures.

All information belongs to Profit Center FX legally and is its intellectual property – hereinafter referred to as IP. Website visitors are prohibited from making copies, linking to content, posting content or uploading data to external resources. In this particular vertical, keeping the high speed of transactions forex crm is essential. Forex CRM lets you do that with high precision, it makes the withdrawals as well as deposits faster than ever. It becomes a great help to all the forex traders and makes your brand reliable for everyone. Forex CRM is giving you a chance to launch and make your forex startup successful.

The “Sugar Professional” plan is priced at $52/month/user and offers a CRM solution for small businesses. To be sure that your Forex business is in a stable position and is able to fully meet the needs of its customers, you need to pay special attention to the selection of a reliable and feature-rich Forex CRM software. Obviously, each product has its own features, pros and cons, as well as its own cost, so to make the right choice, you need to carefully analyze each option and compare them according to your specific needs.

Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support. Automate your back office operations, speed up compliance processes and streamline your brokerage workflows. In contrast to the classic CRM system, FX CRM gives access to an incredibly large range of tools that help you better interact with the Forex market. Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times. Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals.

• Prioritize excellent customer service – it’s foundational for a seamless future collaboration.
• The “Pardot Growth” plan is priced at $1250/month/user and offers automation capabilities for every business.
• CRM also your marketing, recruitment and financial teams by providing valuable insights into current operations and forecasting business revenue.
• All information belongs to Profit Center FX legally and is its intellectual property – hereinafter referred to as IP.
• CRM provides optimized solutions for business that unifies all business activities in a single database.

Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability. Leverage Forex CRM Solution to boost sales and customer retention for your brokerage. A feature-rich matching engine developed by B2Broker for high-loaded exchanges with a large number of clients. We have developed a unique User Interface for the platforms shown below and continue to expand our list. Retrieve all your financial records from your financial operations recorded under a user-friendly table inside the B2Core space.

It is the first platform that offered STP trading for a wide range of traders and the only open source platform that allows brokers to fully customize the trading platform for the clients. CTrader is the second most popular platform after Metatrader among traders and the first among professional traders. Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. Opt for companies where Forex CRM is the primary product – this ensures a commitment to product enhancement.

Sage CRM is a highly configurable open-ended software that allows businesses to use it for different purposes. It offers several tools and integrations that can positively affect your sales and marketing campaigns while managing the company’s data in an orderly manner. Users can get a better understanding of products through Sage CRM and meet the clients’ expectations, thus increasing the chances of securing a lead.