CRM Platform

Interact With Customers In The Best Possible Way

Customer relationship management (CRM) is a must-have tool for any business looking to interact with customers in the best possible way. It helps organizations build strong relationships with customers, allowing them to better understand their needs, preferences, and behaviors.

Our CRM integrates everything your enterprise needs to implement efficient marketing strategies, increase sales, and improve customer satisfaction in one application. You can combine all the channels through which your company communicates with your customers under one platform. These include not additional means such as telephone, email, and contact forms but also the most modern ones such as social networks etc.

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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 manage your permissions and the access you grant to sensitive data easily. CRM can be customized for the roles and tasks of different employees, such as sales, retention, finance, and dealing manager. Columns can be configured at the administrator level to restrict access to information for different levels of employees.

Data Protection

The most important thing is the protection of the accumulated data. We understand this, so we have developed several layers of protection to secure your data.

There are several levels of security for data protection and access control in the CRM system:

• Permission to enter the system is only granted to those on the whitelist.
• Managers in the CRM system are authorized through two-step verification with a phone code (2FA) or a code to the corporate mail.
• Contact data of clients in the general table is blurred to protect from screenshots of screens and transfer to third parties.
• Contacts of a lead are also hidden with asterisks to protect them from being copied and transferred to third parties.
• An internal logging system is also in place, which logs all actions in the system and makes it available to the system administrator, allowing them to track any changes and restore the sequence of events.
• Additionally, the ability to export data is blocked, and access to information and sections can be restricted by role and personally.

HERE ARE SOME OF THE BENEFITS OF OUR CRM

• Broker Oriented CRM. Every feature of our CRM system is specifically designed for the needs of Forex brokers.
• Smart Dashboards. Multiple dashboards with full customization allow you to get all the necessary info on one page.
• Performance Tracking. Track your sales and success teams’ performances collectively and individually.
• Ease Integrations. Our CRM can seamlessly integrate with affiliate systems, emailers, SMS, and more.
• Control Access. Assign specific permissions for different staff members for maximum data protection.