Managing and utilizing client information; files, communication records, and purchase background.
To assist your sales force in promptly addressing customer desires and requirements.
For businesses seeking advanced and tailored personalization.
For organizations looking to operate with fewer developers. An IT department isn't necessary.
To liberate your staff's time by minimizing the actions required to finish routine activities.
For every department and global office to seamlessly collaborate in a single location.
Lead and customer tracking system.
Varied assignment of lead statuses for enhancing conversion optimization.
Tailorable permissions for your sales staff.
Voice over IP calls straight from the platform.
Automated capturing and archiving of all Voice over IP conversations.
Safely and securely store all verification documents.
Critical document expiry alerts.
Alerts for daily expenditures and receipts.
User-friendly interface showcasing all documents requiring attention.
Integrated algorithms for focused marketing initiatives.
Production of CySEC and other crucial internal financial statements.
Automated e mail system
Convert your whole website and campaign pages into any language.
Establishment of tailored accesses, duties, and inquiries for every department from within the CRM.
With over a decade of experience in forex, we precisely understand what you require from a forex CRM solution to succeed!
Tailored to your requirements, appropriate for businesses of every scale.
Customized for your needs, fitting for organizations of all sizes.
Streamlining numerous back office functions, conserving both time and resources.
A crew of experts prepared to craft any solution swiftly.
Around-the-clock technical assistance 24/5 and urgent support available 24/7, holidays included.
Among the most established and sophisticated forex CRM solutions in the market.
Working with CySEC regulated entities, our forex CRM meets the requirements of the regulatory landscape - phone conversations are archived, proof of company document approvals is linked to the client's profile, and your back-office team is instantly alerted about the expiry of critical client documents. Additionally, we provide the complete CySEC questionnaire in our Client Area (updated according to circulars) to cover any oversights by your marketing or compliance teams.
