FOREX CRM (FXCRM)

CRM- CUSTOMER RELATIONSHIP MANAGEMENT.

FOREX CRM (FXCRM) IS AN INTEGRATED SYSTEM WITH MTM MANAGER WITH OUR SECURED MTM API SYSTEM. SO, THE MT4 TRADING ACCOUNT OPENING, ALL REPORTING, INTERNAL BALANCE TRANSFER, DEPOSIT AND WITHDRAW PROCESS, IB ACTIVITIES WILL BE AUTOMATED (FOR SECURITY PURPOSE DEPOSIT AND WITHDRAW PROCESS CAN BE MADE AS MANUAL). THIS INTEGRATED CRM COMES WITH THREE PARTS ADMIN AREA FOR ADMIN ACTIVITIES, CLIENT ARE FOR CLIENT’S ACTIVITIES AND IB AREA FOR IB ACTIVITIES.

WHY DOES FOREX CRM REQUIRE? (FXCRM)

Forex CRM is a modern Integrated tool to maintain /manage your client. Our CRM system comes with all the features that you need to manage your Clients, IBs, Business Activities & Marketing Activities.

ABOUT FOREX CRM (FXCRM)

Forex CRM is not just a CRM which allows you to manage your client's its a total business management software which allows you to do marketing works, manage clients, manage Ib's and manage your Staff and their works too. It's a total business software to manage our entire Forex Broker Business.

TRADER ROOM

Trader room is the client’s area to make trades on your brokerage firm. Under a secure login, your clients will be able to sign up for a live or demo account, upload documents, make deposits and transfers between accounts, request support, live chat and much more. Everything can be demonstrated live!

IB PORTAL

Manage you're Introducing Partner Commission with Modern Equipped Software. All transaction, deposits and trade volume are calculated automatically. So, you won’t lose a penny.

BROKER BACK-OFFICE

BackOffice is Admin Back-Office panel which is a complete suite of broker management tools includes compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, deposit withdraw requests management, staff management, staff task management, admin grouping, reporting, support ticket management, notifications and more.

STAFF PANEL

Another version of admin back-office with the limited feature it's for staff with limited feature.

ENDLESS CYCLE

With the aid of our CRM, you can manage all of your client database and their transaction and trading actions which helps you to keep the cycle running.

*FXCRM- FOREX CUSTOMER RELATIONSHIP MANAGEMENT.

CRM FEATURES

TRADER ROOM

Trader Room (Client Area) is where your clients will carry out all their account related activities outside of actual trading. Think of the Trader Area as your client's central hub of communication with your business.

  • Stunning Responsive Design.
  • Open Live Account
  • Open Demo Account
  • Manage Profile
  • Upload KYC Document
  • Support Ticket System
  • Security Management
  • Make Deposit
  • Make Withdraw
  • Transfer balance
  • Deposit Report
  • Withdraw Report
  • Trade Report
  • Trading Account Management

IB PORTAL

  • Ability to offer sub or tiered IB structures.
  • Rebates distributed in pips or money values to multiple sub IBs
  • Open Partner Account
  • Manage Profile
  • Upload KYC Document
  • Support Ticket System
  • Security Management
  • Make Withdraw
  • Transfer balance
  • Client Report
  • Client's Trading Report
  • Income Report
  • Withdraw Report
  • Clients List
  • Marketing Tools

BROKER BACK-OFFICE

  • Client Management
  • IB Management
  • Staff Management
  • Support Ticket System
  • Security Management
  • Withdraw Management
  • Deposit Management
  • Leads Management
  • Trading Account Management
  • All Finance Report
  • Trading Report
  • Notification System
  • Task Management
  • Staff Right Management

BEST FOREX CRM

FXCRM running by 60+ forex broker with 100% satisfaction a lots of userful features, bank level security, 24/7 support makes FXCRM the Best CRM For Forex Broker. Lets check little details bellow, why FXCRM is BEST FOREX CRM.

Integration with Meta Trader Manager (MTM)

Seamless integration with Meta Trader Manager enriches your customer's and gives you full access to trading information such as customer balances and customer transactions.

ALL Reports

Generate various valuable reports and use rich and fully customizable dashboards to visualize comparisons,patterns and trends in sales, as well as in marketing.

Rich Features on Trader Dashboard

Traders Dashboard with all features like, Opening account , manage trading accounts, all reports , deposit and withdraw funds, internal fund transfer, ask for support ,change profile, change leverage, notification and many more.

Fully Responsive all Browsers & Device

FXCRM Interface is fully responsive so it can be accessible from any device (Smart Phones, Tablet, PC or Laptop) and its Compatible with all major Browsers

CAMPAIGN MANAGEMENT

Plan your marketing activities more effectively, send mass emails through a powerful Newsletter engine and improve the quality of lead generation processes using web forms.

Safety and Security

FXCRM provides a high level of security and protection for client as well as the organization’s sensitive data, and it maintains high level security for financial transactions. Bank Level Data Encryption and many advanced technology used to prevent SQL injection and Session Hijacking.

Multilevel IB Cabinet

Increase the growth and potential of your brokerage hiring IB's. Hiring IBs is the fastest and most reliable way to grow your business and network. Expand your IB business (IBs within IBs) By offering multi-tier IB structure your brokerage will stand out and your IBs will be more motivated.

Customer / Account and Leads Management

Managing your customers becomes easier and more efficient than ever before. Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business.

Support Ticket System

Make your clients feel like you are a abroker of clients side communicate with them with our fast and multifucntional support system which will give clients next level support expereince.

CRM-SCREEN-SHOTS.

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