With a fully-integrated VoIP system, agents are able to use AltimaCRM to call and communicate directly with customers. You can create an expansive caller system with a unique extension for every single agent. All calls can be recorded and transcribed, helping to refine your forex brokerage’s sales strategies over time. With a dashboard of previous calls and a meticulous tracking system that covers successful, unsuccessful, and placed calls, AltimaCRM VoIP gives you full visibility.

Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time. Gain easy access to all the most popular fiat currencies, сryptocurrencies and stablecoins. Our technical team will install and integrate all of your brokerage components. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more.

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. With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location.

  • It’s all stored in one place, simplifying access for every member of the team.
  • Thus, the system simplifies operations by assigning roles to your staff.
  • When it comes to managing these two aspects of business, you need to have expertise.
  • 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.
  • Assign specific permissions for different staff members for maximum data protection.

Ensure that customer data is securely stored and made readily available, enabling traders to quickly and efficiently respond to customer inquiries and requests. With the right tools you can build a frictionless customer experience. Kenmore Design CRM is a toolbox you need to thrill customers at scale, help them help themselves, and expand the base of happy customers who advocate for Your Brokerage.

With rapid referrals and a data-driven tracker of performance and commission, our forex CRM system gives you everything you need to excel. WebSDK – Sumsub front-end integrated into B2Core front-end and adapted to the client’s colours so the flow is as smooth as possible when passing the Liveness check. 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. A platform combining the features of margin and spot trading in one system powered by B2Broker. Delivered through digital channels to promote brands and connect potential customers.

Deposit processing control

The Skale CRM is highly customisable ready in hours instead of days, maximising profits, minimising risk. We have many features for many financial products such as compliance & reporting ready for your broker business. An innovative and eye-catching CRM system called B2Core aims to revolutionize the management of brokerage companies. Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards. You can also arrange how frequently different types of reports are generated.

Flexible workflow setting and role managements enable brokers to customize the system according to their needs. Thus, get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. Save your employees time by streamlining KYC and data verification processes on AltimaCRM. Our systems synchronize with Google Cloud Vision Services to verify documents and streamline customer sign-ups. With our easy-to-use system, you’ll be able to speed up the compliance processes your brokerage needs to jump through.

It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general. As the admin, you can add any trading platform right from your administration interface. All you need is login credentials for a manager account https://www.xcritical.in/crm/ on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits.

Support

The system comes packed with all the tools you need to track and convert. A sales team will be able to control lead status, increasing the efficiency of their work. The marketing team gets insights into conversion rates, understanding when to apply new strategies. Also, the support team will have all the necessary info to provide maximum assistance to your clients. Such a solution plays the role of an advanced, high-end back office, empowering brokers to manage every process within a company. Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes.

As soon as your purchaser begins to perform trading operations, you can immediately be aware of all the choices and functionality actions that are committed on the market. Thanks to this, you will have real info on each purchaser and will be able to sell additional services more efficiently. While using this program, brokers’ team actions concerning each of the presented https://www.xcritical.in/ categories will be completely different. For example, existing customers may need some technical assistance tools. With this feature it is absolutely possible to track the monthly, quarterly and annual records of the client. Some important analytics which are covered in this feature include that of e-wallet transactions, withdrawals, deposits, IB and much more.

Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders.

First and foremost, beginner business owners need to understand deeper what a Forex CRM system is and why top-rated companies take this component into account. Your partners can see all their clients, trading details, their money, and their activity. UpTrader provides through its licensed partners a full range of legal services both as a standalone package and as part of the White Label MetaTrader 4 and MetaTrader 5 offers. Interested in brokerage business but not prepared to make big investments yet? UpTrader web terminal is a turnkey brokerage solution for novice businessmen.

Customer loyalty is everything within the world of forex brokerages. With proven strategies to improve engagement and loyalty, our system streamlines customer interaction for your agents. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package. Monitor and accept fast crypto deposits and withdrawals through our payment plugins.