Forex CRM System Advanced CRM and Back Office Solution

Forex CRM System Advanced CRM and Back Office Solution

The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future. Create events for your user activities to enable your marketing team to base your marketing campaigns on the deepest analytics data. The affiliate module is the best marketing tool in FOREX and cryptocurrency space.

The company’s goal is to equip business owners with innovative solutions that stand out from the crowd. You can manage data, client interactions, IB administration and marketing activities in one centralized location, making information easily accessible for your employees. With several players in the market, forex trading as an industry in today’s world is extra competitive and demanding. The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users. The “Pardot Growth” plan is priced at $1250/month/user and offers automation capabilities for every business. Contrary to skeptics’ expectations and predictions, the volume of cryptocurrency transactions continues to grow.

Integrated Forex Brokerage & CRM Solution

Additionally, look out for an unbeatable guarantee that provides peace-of-mind when investing in the system – if satisfaction isn’t guaranteed money is returnable. When selecting a Forex CRM system, integration should not be overlooked. The ideal solution will effortlessly connect with your existing systems and software while allowing you to take advantage of an API for integrating additional applications. Data encryption should be included with this system, as well two-factor authentication for added security. With these measures in place, it will ensure complete safety of important data and peace of mind knowing that your customers’ records are always safe.

• The Automated Lead Distribution tool will also attribute leads based on the marketing channel it came through, the language used and IB.
• In return, companies get fiat currency into their bank accounts and stay within legal bounds.
• Even while ordinary CRMs that aren’t designed for financial markets may help you keep track of conversations, they won’t be able to keep tabs on actual trading or deposit operations.
• In addition, cryptocurrency holders are interested in working with companies that are willing to accept it.
• Upon completing initial go to market strategy validation, our customer was eager to get the companies valuable solution into the hands of more Forex brokers, and we didn’t blame him.
• Allow your clients to verify their accounts before conducting any financial activities on the platform.

Forex CRM Platform – the Skale technology stack is finance-specific and designed to support customer acquisition,sales and management. We plan to continue working with UpTrader to customise other tools important to businesses and traders. Crypto gateways are growing in popularity best forex broker CRM providers due to the widespread use of cryptocurrencies and the security benefits they provide. Many companies are starting to accept cryptocurrency payments to get ahead and enter new markets. A new payment system emerges, not requiring any KYC compliance or with very low KYC standards.

Traders may skip visiting a bank and waiting several days for a transfer to reach their trading accounts using this strategy. Deposits may be done within seconds after account approval when using a CRM for Forex brokers and connected to a client site. When they have a strong urge to trade, they may initiate the transaction immediately. The creation of forex-specific data and statistics that may be easily accessed by management teams. As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities.

Our clients

Take, for example, B2Broker’s B2Core, which has assisted hundreds of brokers in breaking into the market and growing their businesses into globally known enterprises. The Forex CRM platform powers marketing, sales, and industry collaborations. With an e-wallet, you can get access to your сryptocurrency through any device. Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions.

Crypto gateways make it easy for businesses to accept cryptocurrency as payment alongside fiat money and settle transactions in real time. This point is in line with the previous two and serves as a complement to them. When a customer selects your company over others, your main product should be apparent to them.

Tracking

The best CRMs for forex brokers are more like a complete broker management system, including back office tools, partner portals, and a traders’ room. This allows a broker to incorporate lead generation, interoperability with MetaTrader 4 and MetaTrader 5, reporting, multi-level IB, and other communication features within the platform. Your Forex CRM can be deeply customized to meet your brand guidelines such as your logo, color palettes, etc. making your brokerage look more professional. It can also be personalized to your business model, by incorporating payment solutions, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS and more on demand. Sanfrix offers a fully customizable CRM specific to forex brokerages, that are reliable and easy-to-use.

To make the decision-making process easier for the client, you should make the initial choice for them. If you attract experienced traders who can make their own choices, ensure that you have a license because professionals are well aware of the consequences of non-compliance. Consider the key components of your business, such as methods for collecting financial data, automated marketing campaigns, or customer data tracking. Whether you’re an existing or aspiring forex broker who’d like to offer the MT4 trading platform, we offer is a 360 degree front end and back office solutions. With many clients making multiple trades per day, you’ll likely be dealing with a large amount of data. One way FX CRM tools do this is by letting you divide clients based on a wide variety of factors, like country of residence, annual income, or EMIR classification.

The Local Payment Agent feature is free and available to all UpTrader clients. To enable it, simply contact the technical support department through tickets. Good liquidity, in essence, provides you with the speed of execution on your clients’ trades at the best prices with minimal cost.