Marketing, Sales & Retention, Fully Transparent MT4 Integration, PSPs and many other start of the art FinTech tools. Wait for our official invoice from the official account department email id which is [email protected] and then do the payment. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks.

Give your customers the world’s best forex brokerage experience with AltimaCRM. Using innovative technologies, we present real-time data forex crm on accounts, deposits, new leads, and more. Instead of a siloed approach, you’ll have everything you need just one click away.

On each platform, we support:

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. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package. Monitor and accept fast crypto deposits and withdrawals through our payment plugins.

All calls can be recorded and transcribed, helping to refine your forex brokerage’s sales strategies over time. With a dashboard of previous calls and a meticulous tracking system that covers successful, unsuccessful, and placed calls, AltimaCRM VoIP gives you full visibility. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities. Leverate is known as the premium provider of technologies for financial markets, and a Forex CRM solutionis among the products available for brokerage
companies. The product is compatible with MT4 Client, Web Trader, and Mobile Trader. The VOIP-telephony module provides a reliable connection that improves the quality of communication and its efficiency.

How am I bound for the CRM contract?

Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage. The Skale CRM is highly customisable ready in hours instead of days, maximising profits, minimising risk. We have many features for many financial products such as compliance & reporting ready for your broker business. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient.

Your Forex business needs an advanced CRM system to boost your brokerage process, and business owners face a dilemma – which providers are the best to deal with. With tens of products, the market is fiercely competitive; meanwhile, the industry knows its
heroes. Such a solution plays the role of an advanced, high-end back office, empowering brokers to manage every process within a company. Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes.

Increased client conversion with our FOREX CRM

As with every competitive industry the ability of a business to differentiate itself goes a long way to defining success. The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry. User-friendly client portal with mobile optimized for smooth functioning. If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. API – integration with the data passed from server to server and the front-end being on the B2Core side.

The system has a built-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each https://www.xcritical.com/ other. Scale your brokerage and unlock the true potential of your business with AltimaCRM’s unbeatable forex CRM system. A platform combining the features of margin and spot trading in one system powered by B2Broker.