Forex CRM & Back Office System | CRM for Fx Brokerages

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A brief recap

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Today’s modern workplace requires synergies across the board to minimize missed opportunities and dropped balls between the different department of any business. However, many businesses still suffer from ineffective communication between their various departments, such as sales, marketing, customer service and accounting, since shared business contacts are not properly shared in a uniform manner.

Customer Relationship Management, or CRM in short, as revealed by its name, is concerned primarily with your customers. As customers are the core of any business, forex brokerages being no exception, a Forex CRM is a crucial tool and can be used to better organize and keep track of customer details and sales more effectively. Our dedicated Forex CRM solution integrates components that aid the management of data and sales.

Having a good Forex CRM Solution enables your brokerage to work more effectively and efficiently, ensuring you never misplace customer contact information or that you don’t have your sales staff competing with each other chasing the same leads simultaneously due to lack of proper in-house communication. A proper CRM offers a centralized venue to log and track all interactions with customers.

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Explicit Benefits : How FX CRM Can Help?

Keeps You Focused

Forex CRM Solutions allow you to have a true, complete and up-to-date picture of how your sales progress, while also keeping track of your current customers. By having such a clear evaluation, you can better aim your efforts towards leads and current customers with greater future sales potential. By allowing such targeted marketing, instead of mass efforts of shooting arrows in the dark, a Forex CRM enables your marketing strategy to be more focused and better finely tune to increased its productivity and effectiveness, while also being more cost effective and averting overspending and overstretching your resources.

Easier and reliable Analytics & Reporting

A Forex CRM Solution, through the integration of all sales and clients’ data in one system, render the analysis of and reporting on trading habits for each customer much easier and more reliable. Through the powerful analytic and reporting tools put at your disposal via the Forex CRM solution, you can achieve the generation of various useful reports, which also enable the provision of customizable dashboards allowing the visualisation of comparisons, as well as discerning trends in sales and helping marketing be more effective.

Truly working together

By implementing Forex CRM Software, you can ensure that all your departments, be they in sales, marketing or customer support, speak the same language and are on the same page. This leads to increased functionality and efficiency across your business, since in-house in- functionalities or information gaps are eliminated. A CRM acts as a truly unified, single relationship manager where all the contacts of business teams, customer data, calendars and other applications and tools are consolidated and integrated in one place.

Enhanced Efficiency

A properly implemented FX CRM Software replaces many manual processes thus remedying significant organizational inefficiencies. Furthermore, a forex CRM integrates easily with other systems, such as marketing automation tools and sales services, thus enabling better and more effective communication with customers. It also enables the better planning of all marketing activities and the effective measuring and evaluation of campaign conversion rates, signups, first time deposits and revenue, also aiding the organisation of initiatives that improve efficient customer retainment.

More Accountability

Integrating Forex CRM in your system allows the smoother management of customer relationships and minimises chances of losing customers due to ineffective handling. It also greatly enhances accountability across all departments of a brokerage because employees are better aware of their own responsibilities and comprehend them better, while it is easier to recognise problems and attribute fault where it is due.

Our Distinct Services

Traders Room. Client & IB Area

The Forex CRM allows all your clients and IBs to securely access the traders room via their login and be able to sign up for live or demo accounts, upload documents, make deposits to fund their accounts, request support and chat with customer support.

Are you in need of a website as well?

Our Forex CRM and trader's room solution can be integrated easily into your existing forex website. Moreover, we can also undertake the design and development of a dynamic and responsive forex website for you, either as a bundle with our CRM solution or independently.

Trader’s Activities Management

CRM allows you to keep track of all the activities of your traders in real time, always keeping you in the know. This renders customer management easier, more efficient and more effective. It also enables you to provide excellent and responsive support thus keeping customers engaged, happy and loyal.

Role Management

Another benefit of CRM is that it allows the maintenance of top-level monitoring and interaction across the board. Increased ease, efficiency and effectiveness is achieved by assigning different permissions to different agents according to their distinct roles, ensuing the smoother operation of all activities.

MT4/MT5 Integration

Through its seamless integration with your trading platform, the CRM provides you with a detailed overview of all customer activities, including all their transactions and current account balances.

Lead Management - Sales Module

Using a CRM leads to increased sales, time saving and better chances for business growth as improved customer experiences throughout the customer journey mean more customer satisfaction and better lead conversion. CRM allows you to effectively manage all your leads by keeping an accurate track record and swiftly assign them to your sales team.

Interested to open a Forex Brokerage Business?

If you are thinking to become a Forex broker and Start Your Own FX Brokerage our TurnKey White Label Trading Solutions & Services are exactly what you need.

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Forex CRM & Back Office System FAQs

What is Forex CRM?

As revealed by its name, Customer Relationship Management (CRM) refers to a type of technology that enables the efficient and effective management of the entire spectrum of relationships with clients, from one single point. Having the right CRM in place can do wonders in terms of boosting both sales as well as overall staff productivity, since it caters for the easy and efficient organization of all contacts, leads and customers as well as providing invaluable intelligence and understanding as to their activities, preferences and behaviors.

Why is having a CRM important for a forex brokerage?

By effectively managing customer relations, a CRM allows a forex brokerage to build better relations with their customers thus aiding in customer retention efforts and promoting loyalty. Thus, for a forex brokerage using a CRM solution is an effective management strategy which can result in increased profits due to the boost in customer loyalty, which is an essential factor for success in the forex industry.

What is a Customized White-label Forex CRM?

Your CRM can be customized to adhere to your overall brand guidelines and visual identity as a firm, such as your company logo and color schemes. Such uniformity makes your brokerage come across as more professional in the eyes of prospective clients and increases customer trust. Our CRM solution is especially designed for forex brokerages and it can be fully customized to effectively meet all their needs, including the incorporation and integration of payment solutions, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS and more.

What is Trader's Room?

A Trader's Room is the main platform/clients’ area used by forex brokerages, through which most operations can be completed, such as the verification and registration of new customers, as well as the sending and receiving of payments and withdrawals. Our Forex CRM solution comes with a fully customised version of a Trader’s Room, which every brokerage can make use of to cost-effectively and efficiently cover all their needs.

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