CRM Platform
Interact with customers in the best possible way
Our CRM platform enables you to interact existing or potential customers, manages personal data, sales, and flow of customer-related processes. Our CRM integrates in one application everything your enterprise needs to implement efficient marketing strategies and increases sales and customer satisfaction, you can integrate – under a platform – all the channels through which your Company communicates with your customers. These include not only traditional means such as telephone, e-mail, contact forms (printed and electronic), but also the most modern ones such as social networks etc. In addition, it offers various automations such as campaign alerts, sales opportunities, communication with customers etc. At the same time, it records all information about the company’s communication with customers, giving executives the ability to monitor performance and productivity. Moreover, CRM benefits a company in a variety of ways.
Boost Your Performance
Reach your traders by integrating your platform with your phone system, email sender, and SMS. Create automatic notifications for key events, margin calls, and marketing campaigns. Our CRM product also provides Affiliate System integration, allowing brokers to automatically track their affiliates’ performance from one location.
Get More Control
Track the performance of your sales and retention teams and fully manage your permissions and the access you grant to sensitive data.
CRM can be easily customized for the roles and tasks of different employees – for sales, retention, finance, dealing manager, etc. Columns can be configured at the administrator level to block access to information for different levels of employees.
SIX BENEFITS OF CRM PLATFORMS THAT AFFECT EVERY USER INCLUDE:
Here are some of the benefits of CRM
BROKER ORIENTED CRM
Every feature of our CRM system is specifically designed for the needs of Forex brokers.
BUILT FOR PERFORMANCE
Use our CRM to increase your performance with Integrated marketing & automation tools.
SMART DASHBOARDS
Multiple dashboards with full customization allow you to get all the info you need on one page.
EASY INTEGRATIONS
Our CRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more.
PERFORMANCE TRACKING
Track your sales and success teams’ performances collectively and individually.
CONTROL ACCESS
Assign specific permissions for different staff members for maximum data protection.
