05 Dic Best Forex CRM for Brokers Altima Cloud CRM for MT4 +

The provider that will offer the following services, go for this one. CRM or Customer Relationship Management is a software program designed keeping in mind the necessity of integrating all the aspects of client information on a centralized platform. Several business organizations worldwide have accepted CRM as an absolute solution for the best possible https://www.xcritical.com/blog/forex-security-how-to-protect-your-forex-crm-data/ business connection affiliation. Besides, if you want to switch the user to another employee, this is done almost instantly. Also, the company’s management will be able to respond more quickly to various changes. In today’s world, providing the speed process of sharing information and making instant decisions are important factors of high profit.

• Your team will be strong, faster, and grow into closing experts with our forex marketing tools.
• The main purpose of having a good CRM is to simplify the tasks that make the sales and marketing team more successful than others.
• For this list, we have searched and tested several CRM Providers available in Forex market.
• Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner.
• Automated data monitoring and tracking will allow your business to revolutionize sales strategy, refinement, and delivery.
• Software company providerSome companies that offer a CRM for forex brokers are also in the brokerage industry.

Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms. 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. Certified provider of trading support solutions and services to the global financial trading industry. We’ve collected decades of feedback on client acquisition and forex retention.

Features in the Best Forex CRM

The same CRM can also use it to manage and promote cryptocurrency exchanges, exchangers, and other financial services. Best-in-class XCritical CRM is designed explicitly for the brokerage segment. It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise. All the mobile, remote and table apps, along with desktop download links from the leading trading platforms can be added to our Forex CRM’s Clients Area, allowing incredible ease of use.

CRMs for fx brokers can also reduce overhead by making it easier to manage KYCs and track important data. When you choose an FX CRM, make sure to consider your brokerage’s needs and ask specific questions about the software during a demo. 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. ReportsWith all the information you’ll put into your CRM, it can be a powerful tool for compiling data. It should be simple to generate reports on trading statistics, leads, revenue, dividends, and much more.

Multiple accounts per client

Users can get a better understanding of products through Sage CRM and meet the clients’ expectations, thus increasing the chances of securing a lead. You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications. It’s all stored in one place, simplifying access for every member of the team. As a result, everyone saves time and focuses on more important tasks. XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place. Your sales and customer support departments will get to a whole new level, speeding up processes and helping traders with their needs.

It integrates seamlessly with all your platforms and providers and it’s ready to help you process leads the minute it’s deployed. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. This CRM represents a
comprehensive package that any brokerage firm aspiring to grow and succeed must
surely consider. A game-changer, FX Back Office’s forex CRM offers unparalleled
levels of control, flexibility, and security to brokerages around the world. The CRM can help take
care of much of your reporting requirements in just a few clicks. 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.

Forex CRM for Brokers

With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. As your business grows, our products grow with you and come with the renowned PLUGIT customer service. We did a study on the effectiveness of MAM accounts in particular and the value these can have to your brokerage. We’re seeing increasing numbers of active traders turning to industry experts to manage their accounts.

Bonus offers are a tried and tested way to get new clients for forex trading. Forex back office monitors, manages & operates the whole brokerage business activities. It provides an overall client view, increases profitability, all financial reports including revenue calculation make this back-office outstanding. Enhance or build your brokerage business from scratch with our advanced and flexible trading platform, CRM, and a wide range of custom solutions. Nearly 50% of teams improved their performance after using a Forex CRM system. For instance, the sales department could quickly get all the required information about leads to turn them into a customer.

The Forex CRM that boosts your brokerage growth

The product is easily scalable so that you can adjust it to the needs of any company. 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. The majority of the features found within the leading Forex trading platforms can be used within our CRM.

Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base. It allows brokers to create and manage any number of partners and set the commission settings also. The web program can also focus the brokers’ attention on the most highly profitable clients whom they should pay more attention.

The most efficient Forex CRM system 2019

Allow your clients to verify their accounts before conducting any financial activities on the platform. Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions. CTrader is Spotware’s flagship trading platform solution https://www.xcritical.com/ developed by Spotware and a brand trusted by millions of traders worldwide. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies. Increasing the speed of support response is the goal of your Support Department.