Multiple Trading Accounts from multiple trading platforms can be integrated with one Customer Profile and Wallet. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers. B2Core CRM is a comprehensive white label software developed by B2Broker to serve business needs in the Forex and crypto markets. It combines the CRM, trader’s room, and back-office tools under one roof, which is easy to use and manage on all popular trading platforms. B2Core is a must-have for business owners who wish to dominate the market and harness creativity. As a result, forex brokers’ ability to operate their operations and boost their profit margins is greatly enhanced by using forex CRM.

• You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages.
• Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them.
• Therefore, a successful customer relationship management system (CRM) may assist a broker in achieving a considerable competitive advantage while also generating a good return on his investment.
• Increase your closing rate by nurturing your leads Any financial organization faces considerable obstacles regarding prospecting and nurturing leads.

This module is used to centralise a client’s information and group all trading accounts of a client. The Forex CRM program provides a powerful set of tools that combine the benefits of a CRM tool with the features and functionality of a full Forex trader’s room. As a result, Forex CRM features the following key segments to improve the efficiency of any business. We take pride in announcing that we have a proven track record of helping brokers with all the technology they need to set up and operate highly efficient brokerages. Our FXOD CRM is integrated with a number of payment processing systems. You will be able to access detailed payment reports including any kind of failed transactions at once.

Multiple accounts per client

The product is easily scalable so that you can adjust it to the needs of any company. This is why business owners may compare conditions offered by different providers to understand which CRM system for Forex broker is the best solution. Take into account available features, integrations, prices, and other factors that can possibly impact
your company’s success. LX CRM is built in the fullest correspondence with brokers’ needs and helps business owners to upgrade their performance with inbuilt or integrated marketing and automation tools.

You can explore many ways to accomplish this goal since the settings are flexible.For example, you can create a status system based on the deposit amount. You can distribute funds from the wallet to all your trading accounts and withdraw them back. You own your sales strategy while the Forex CRM software provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists.

Excel reports

As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities. The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge. Payment Gateway integration enables you to securely accept payments from customers via multiple payment methods. This ensures that your customers can make payments conveniently and securely. Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders.

Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads. You will sell smarter and expand your business faster even while remote. Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients. The Skale Customer Portal is pre-integrated with over 150 payment forex options and other financial services provider. When financial issues are a subject of discussion, nothing seems more important. Successful FX brokers are always interested in effective ways that lead to minimizing expenses.

Sales Agent Reporting

Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. Notification system alerts the clients about every step of KYC and deposits/withdrawals. Increasing the speed of support response is the goal of your Support Department. 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 other.

Select the best package among Standard, Advanced, and Enterprise options and get a customized WL CRM solution that is ready to drive your
business to new highs. Automate your back office operations, speed up compliance processes and streamline your brokerage workflows. Increase trader engagement with a branded client portal crm for forex for your brokerage and white-labels. Other customised support systems can also be integrated as per your requirements. Our special module for Introducing Brokers includes supporting referral programs with up to 30 levels including real-time accruals. A web interface for the сrурtо-сrурtо / fiаt-сrурtо ехсhаngе in a few clicks.

B2Core – Forex CRM for Brokerages and Exchanges.

Staff access to information can be easily restricted, including through two-factor authentication. The option to receive notifications of customer actions helps managers react promptly in any situation. Because of this, it is possible to increase the efficiency of the whole department significantly. The platform also supports sending notifications to clients via SMS, e-mail, or directly to the trading terminal. CRMs for fx brokers can also reduce overhead by making it easier to manage KYCs and track important data. When you choose an FX CRM, make sure to consider your brokerage’s needs and ask specific questions about the software during a demo.

Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future. A new generation of forex CRM, client cabinet and back office software.

Your staff can publish any news in the trader’s room

Ascertain the safety and security of your clients’ personal information To earn the title of outstanding CRM, it must be secure and protect all of your data. Choose one with the greatest degree of security certification to guarantee that the data you sell is protected. Start with buying White Label MetaTrader 4 and MetaTrader 5UpTrader — your trusted White Label ​​Forex brokerage provider. The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors.