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Don't settle with an average platform, get the Best Forex CRM with us and make your trading service profitable to users and to your firm.<br>https://forexcrm.co/best-forex-crm/
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Don't settle with an average platform, get the Best Forex CRM with us and make your trading service profitable to users and to your firm. The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry. With our extensive experience in the Forex industry, we understand exactly how important the CRM is to your business, whether you are monitoring new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance or Marketing capabilities.
we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation. With Forex you can be sure of offering the very best in customer service. IMPLEMENTATION OF YOUR CRM RECOMMENDATION OF BEST PRACTISES
UNDERSTANDING YOUR REQUIREMENTS LEADS Used to record and process marketing leads and incomplete client registrations. Supports a variety of fields related to customer trading accounts, compliance and external campaign tracking.
ACCOUNTS This module is used to centralise a client’s information and group all trading accounts of a client. Accounts are usually created through the Lead conversion process but can also be entered manually or automatically completed through API integration. TRADING ACCOUNTS Used to reflect a client’s accounts on trading platforms such as Meta Trader 4. It can have two-way integration with a trading platform with the CRM being the master source for some fields while the trading platform is the master for other fields. Flexible purchase plans allow you to “upgrade anytime” as your business grows. Two-way integration with multiple trading platforms Supports multiple payment gateways for deposits and withdrawals Standard UI used as a central point to other systems integrated via APIs Advanced permissions that support complex hierarchical structures Supports flexible client on-boarding and allows multiple trading accounts under the same ID
Forex CRM provides cutting-edge solutions to the brokerage agency. Our goal is to help Forex brokerage firms to empower their businesses through building a successful, transparent and ethical environment. support@forexcrm.co +44 2080892269 Visit For More Detail: https://forexcrm.co/be st-forex-crm/