Forex CRM Back office for brokerages Forex brokerage Software

If you aspire to lead a lucrative business then get a perfect start with our software and take your enterprise to the apex of this industry. It’s not very easy to handle such a business as it involves limitless transactions, meticulous details, a huge database, and whatnot. Forex CRM makes all of this achievable with a range of great features. To make a successful sale right away, a manager should have certain freedom in their actions. For instance, the freedom to offer individual bonuses to certain clients to close deals more quickly. The system creates a task for the manager when a client attempts to make a deposit.

Create a space where clients can easily choose the method of payments, process them and analyse all the ins and outs. Ensure that customer data is securely stored and made readily available, enabling traders to quickly and efficiently respond to customer inquiries and requests. With the right tools you can build a frictionless customer experience.

Deposits, withdrawals, trаding activity and all other custom reports are automatically sent to your email. Over 70 secured and trusted pаyment gateways are integrated for safe and secure pаyment trаnsactions. We are using modern technologies with long-term support to achieve high reliability of our systems.

Industry-leading plаtforms Integrated

The product is easily scalable so that you can adjust it to the needs of any company. Consequently, the Brokeret CRM system incorporates several modules for investment management. The system includes modules for copy trading, PAMM, MAMM, and social trading, which can be easily managed by users on their mobile phones. These features make it easy for brokers to manage their clients’ investment portfolios, while also providing trading insights and analytics. XCritical’s CRM for Forex brokers brings in maximum transparency, meaning that you will control all the processes occurring at each department.

This system enables its users to withdraw funds automatically or use internal and external transfer methods. The CRM forms reports for each client and provides control over withdrawals forex crm and deposit replenishment. CRM is configured using many parameters and integrated with the XCritical platform and popular trading platforms, Metatrader4 and Metatrader5.

About Our Company

Manage your Introducing Partner Commission with Modern Equipped Software. All transaction, deposits and trade volume are calculated automatically. PHEASANTECH – A dedicated Forex Broker Solutions provider, delivering a comprehensive layout of innovative Forex Products and Services. Excellent work, amazing team, effective cost, quick support and smart work!!! The output is beyond the expectation so really appreciate the team efforts. PheasanTech Forex CRM gives you a totally secure, customized and scalable forex CRM system that will allow your team to achieve the targets, within given timeline.

• A few years back, this was a recondite matter which was understood by only a few, but it’s not the same anymore.
• Plan your marketing activities more effectively and generate campaign based reports.
• Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions of people worldwide every day.
• Extra features that enhance brokerage services at a professional level.
• XCritical’s solution helps different departments communicate, simplifies the work process, and speeds up routine actions.

A Forex CRM to help you track lead flow and convert more leads into active traders. CurrentDesk is a Forex CRM that includes everything your team needs to convert more visitors into active traders. In the field of financial services, the digitization is increased and … The finished product was exceptional, very professional and just what I wanted. It was really easy to share my views and feedback throughout the process.

Increased client conversion with our FOREX CRM

Over the years, the country has struggled to attract significant foreign investment due to concerns over foreign currency rules and policy uncertainty. Nasir said it “reflects badly on the management — on the managers of the economy”. Pakistan’s economy is in dire straits, stricken by a balance of payments crisis as it attempts to service high levels of external debt, amid political chaos and a deteriorating security situation. The country is locked in negotiations with the International Monetary Fund to release much-needed money under a stalled bailout programme.

We offer affordable prices for MT4 and MT5 White Labels — the best Forex label platforms used by 90% of the traders around the world. Your partners can see all their clients, all trading details, their money, and their activity. Come up with enticing marketing offers and give out benefits to your clients to make them more loyal to your company.

Best-in-class XCritical CRM is designed explicitly for the brokerage segment. It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise. We offer a large range of products and services to enhance your business operations.

Multi-Level IBs Logic

FX Meta Tech system infrastructures are primarily optimized for brokerage firms so that maximum ROI is insured. Your brokerage technology partner for achieving thriving success in this Forex Industry. Online Wallet- Works as a bridge between funds and trading to manage numerous transactions smoothly. MT4 to online wallets or vice versa, internal transactions between online wallets, online wallets, and IB commissions, etc. are examples of different transactions.

The system permits to list up the tasks, callbacks, and follow-ups using a calendar. All relevant data are assembled in one single platform, agents can be made informed and can make the right decisions at the perfect time. Ensure effective calls and management by providing a user-friendly interface for sales and maintenance. Clients List-This shows the number of how many clients that exist under the brokerage system. Client Information- The trade volumes, location, trading record, and various information of clients. Zimbabwe has significant mineral resources, including gold, platinum group metals, coal and lithium, which has attracted international firms, especially from China.

General settings

Thus, both traders and managers will be able to improve their business skills over the period, which will affect your income. Besides, if you want to switch the user to another employee, this is done almost instantly. Also, the company’s management will be able to respond more quickly to various changes. Every https://xcritical.com/ year, the number of brokers who engage in Forex trading industry is growing. Moreover, due to increased competition, the financial rules of the game are becoming more stringent. However, for some reason, some successful brokers are much easier to cope with their tasks and show more effective results.

For each event that occurs, there will be a detailed view of all account details and the listed procedures of the event. Add only responsible people as recipients of email notifications regarding a particular event trigger in order to keep your team focused only on relevant matters. We already have 5+ events which make it easier for the compliance team to monitor any potential breaches in the system activities and are continually developing more. Whitelist the withdrawal wallet to receive outgoing funds to trusted destinations only. Add an extra incentive to expand a partner’s community by increasing the rebates multiplier depending on their base results.

MT4/MT5 Integration

On submit, users are filtered by an intelligent duplicate enginethat help you observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk. Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience. For your customers, you can enhance their experience by implementing the software with seamless integrations with such third-party tools & payment gateways. After researching and analyzing various providers, select the best one.

LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more. Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes. We seamlessly integrate any third-party APIs, our system to any platform and of course deploy it to your own server for a more secure effect. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost.

It is possible to check different traders’ performance through aggregated ratings. Are your managers authorised to give out personal bonuses to clients or not? The wallet is designed to make it easier for you to manage your finances. This is especially true if you use more than one trading account. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. You can distribute funds from the wallet to all your trading accounts and withdraw them back.

FOREX AFFILIATES (INTRODUCING BROKER) SECTION

Today, the most successful brokerage companies are required to use this type of program and every year show a significant increase in sales profits. Also, the program allows you to track the actions of the purchaser account frame in a specialized platform. In this case, Forex brokers have a unique opportunity to use the data received from the purchaser to consolidate and significantly improve business relations. This, in turn, not only helps to satisfy purchaser needs but also leads to a significant financial increase in the office’s profit indicators.

Forex CRM allows a small sales team to handle all the sales and support tasks effectively, within deadlines. Choose FX BACK OFFICE for the fastest integration the market has to offer. You’re actually the best customer service I’ve dealt with in the business so far, and I’ve been with you guys for years and you sound like the most understanding person that I’ve talked to so far.