FX Broker ToolsCRM Mobile APP

FX Broker tools have developed all in one CRM powered design mobile app

Amid the commoditization, deregulation, globalization, technological convergence and increasing competition within the forex market, Customer Relationship Management (CRM) is the need of an hour. It is a compact system that allows automation of a wide range of business processes to track and measure the performance as well as the productivity of a business. CRM mobile app allows brokers to be in touch with their individual clients through technology-enhanced customer interaction that tends to create a seamless integrating business experience with the clients at various stages such as marketing, service delivery, and after-sales service. We provide a flexible CRM system developed exclusively for Forex Brokerages and White labels who are dedicated to offer a higher level of Customer and Partner Experience. Our CRM can be customized as per exact Business Model of a client. As your brokerage operations grow and develop, you can save a huge amount of time and money by enabling your traders to manage information and data that you would have to do manually. The personal cabinet also allows your customers to make deposits online or initiate a request to withdraw money from MT4 / MT5 accounts.

Consisting of range of following applications, this app enables brokers to manage various business processes that streamline the workflow of a company.

  • Track clients information
  • Real time automatic deals
  • Management of marketing operations
  • Use of MT4 platform, mobile and affiliate systems integrated at a single place
  • Real-time receiving of email notifications
  • Monitoring and providing strategy for performance improvement with logged calls and performance metrics
  • Set tasks and reminders for follow-up with contacts
  • Manage support contacts for individual accounts
  • Allow sharing of information between marketing automation and CRM
  • Export data into business intelligence software for in-depth analysis

Our CRM Mobile app is a device-agnostic trading platform that helps you to manage your business right from the palm of your hands. Being developed with a keen motive to allow brokers to understand the specific needs of clients, CRM platform boosts the cooperation between marketing, sales, and customer service departments. It offers the following benefits:

  • Enhancing customer relationship management just by managing the entire on-field customer support operations on the mobile interface.
  • Real-time access to clients account history or payment details no matter where they are located.
  • Leads management through Pre-set workflow logic that automatically assigns leads based on geography and the product of interest.
  • Higher revenues
  • More client retention