Managing an FX Brokerage is a unique venture. Get the CRM made exclusively for Forex. No more buying mass marketed CRMs on the cheap just to invest capital and labor reprogramming it so it can work for your Forex business. CRMs don’t work for the Forex asset class because the clients you work with are not typical customers. We know there is more important information than just name, address and the last time you contacted the client. Our CRM is designed to work with your clients
- Trader has portal access to report necessary information.
- Trader can upload important information such as Proof of Residence and Identification
- Marketing Campaigns
- Auto Emails (internal, partner and clients)
- BI Reporting
- Assign and track tasks to internal staff
- Set security permissions for internal and affiliate access.
- All trader sensitive data synced with MT4