CRM
for FX Brokers
CRM
for FX Brokers
Features
CRM’s main features
Client Management
Seamlessly integrate with MT4/MT5, cTrader, or proprietary systems, monitor client trades in real time, and manage platform settings, server loads, and execution policies efficiently.
Lead Management
Automate lead capture from web forms and campaigns, qualify leads with scoring based on attributes like trading interest and deposit potential, and manage pipelines with visual tracking from prospecting to onboarding.
Communication Tools
Engage clients seamlessly with integrated email, SMS, live chat, and voice tools, automate personalized email campaigns, log calls with notes and reminders, and send real-time notifications for account updates, margin calls, and promotions.
KYC and Compliance
Securely manage KYC documents, monitor AML compliance with tools to flag suspicious activities, and provide real-time status updates to notify clients of verification progress or additional requirements.
Account Management
Link trading accounts (MT4/MT5 or proprietary) to client profiles for real-time monitoring, manage account status with activation or adjustments, and track deposits and withdrawal requests seamlessly.
Task and Workflow Automation
Assign tasks to sales, support, or compliance teams with progress tracking, automate follow-up reminders for account managers, and streamline workflows by automating tasks like onboarding, email campaigns, and bonus approvals.
IB and Affiliate Management
Integrate an IB portal to track referrals, calculate commissions, and monitor performance, manage affiliate campaigns with tracking links and payouts, and automate commission reporting and disbursement for IBs and affiliates.
Marketing and Promotion Management
Plan, execute, and track marketing campaigns like deposit bonuses and seasonal offers, automate bonus distribution to client accounts, and manage referral programs with rewards for clients and affiliates.
Reporting & Analytics
Access real-time performance dashboards with KPIs like trading volume and revenue, generate detailed lead and sales reports, analyze client behavior and retention metrics, and create compliance reports for KYC/AML status and client activity.
Multi-Language and Multi-Currency Support
Offer CRM tools in multiple languages for global teams and clients, and enable multi-currency handling for deposits, withdrawals, and reporting with real-time exchange rate support.
Integration with Trading Platforms
Integrate with MT4/MT5 to sync real-time trading data and account status, connect proprietary platforms for unified access, and monitor client positions and risk exposure directly from the CRM.
Security and Access Control
Assign role-based permissions for staff (admin, sales, compliance), enhance security with two-factor authentication (2FA), and maintain accountability with detailed audit logs tracking all user activities within the CRM.
Scalability and Customization
Add custom fields to client profiles for tailored data collection, leverage scalable architecture to support business growth, and white-label the CRM interface to reflect the broker's branding.
Mobile Access
Enable on-the-go management with a mobile app offering full CRM access, and stay updated with push notifications for key client activities, leads, and tasks.
Support and Helpdesk Tools
Manage client support tickets seamlessly within the CRM, offer a centralized knowledge base with FAQs and tutorials, and track support performance through response times and client satisfaction metrics.
