CRM (Client Relationship Management)
A CRM is where all the client data is stored. This goes from when they register (e-mail/contact number/verified documents) to all communication that is made with the client thereafter, and all of their transaction history. With our solution, your job is to only attract clients, while we will do the rest.
Perfect CRM Environment
- See exactly when a client registers and contact him/her immediately
- Use a sophisticated client categorization system helping your sales team
- See all client transactions on the MT4/5 platforms, current and historical
- Manage your IB and Affiliate networks easily and simply
- Create specific accesses, tasks, and requests for all department without using another CRM system
- Store all verification documents safely and securely
- Use built in algorithms for target marketing campaigns
- Check your daily financial outgoings and incomings
Use Our High Performance CRM
RegTech: Save Time
With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele.
Optimized: 100% Proven workflow
Expect a massively heightened work ethic from all of your departments. Our CRM contains features which will significantly improve day-to-day routine, making all work easier.
MT4/MT5 Compatible: Best Platform
You can use the industry's most popular Forex trading platforms to their full force with our CRM, with no volume limitations. Additional platforms can be easily connected.
Mobile Friendly: Fully Responsive
Fully responsive solution on any device, your clients and IBs can log in to their Cabinet from ANY mobile device.
Fast Integration: 100% Integration
Don't waste your time. Choose our backoffice solution for CRM, both backend and frontend, with the fastest market integration.
Tested: 100% Tested Code
Keep your data safe, secure and protected. We are using modern technologies with long-term support to achieve high reliability of our systems.