Optimize your call center operations with our advanced FX Call Center CRM software. Our comprehensive solution enhances customer service, improves efficiency, and allows agents to focus on customer needs. With features designed to streamline day-to-day processes, our CRM software revolutionizes call center operations.
Forex Call center CRM
as whitelabel solution
90%
cost savings with white-label
7 days
time to-market
Who can benefit from our Forex Call Center CRM software?
Our powerful solution is designed to meet the needs of:
Brokers
Introducing brokers
Investment firms
Key features
of our Forex Call Center CRM software
Customization Options
Tailor fields and modules according to your specific requirements. Seamlessly integrate your own workflows into the system and enjoy the flexibility of custom views, advanced filtering, and robust reporting capabilities.
Seamless Integrations
Connect various lead generators and systems through our API. Achieve seamless interoperability with our Forex Call Center CRM software, providing a comprehensive overview of registered clients, their information, deposit details, trading accounts, and platform statuses.
User Activity & Control
Gain a comprehensive overview of user activity and system changes. Benefit from a robust role system with extensive permission options, granting you complete control over the system and its users.
Automated Lead Management
Automate record matching based on promo codes and workflows. Streamline lead distribution by assigning leads based on quality and agent availability. Gather comments and feedback for each lead after call completion for improved insights.
Call Management & Scheduling
Automatically record call notes for future reference in the interaction history. Seamlessly schedule and manage appointments within the system during or after calls, ensuring efficient appointment management and organization.
CloudTalk Integration for Maximized Efficiency
Leverage our integrated predictive dialer system with CloudTalk. Experience automated dialing that eliminates misdials, reduces wait times, and prevents dropped calls, ensuring optimized call performance.
CRM Data Import/Export
Effortlessly import and export leads to/from the CRM system in CSV format, ensuring a rich pool of data for efficient dialing. Streamline your operations with seamless data management and integration.
Call Recording
Empower your representatives with easy access to recorded conversations, enabling them to recall important call information effortlessly. Enhance productivity and accuracy with comprehensive call recording capabilities.
Call Routing
Optimize call handling by routing calls to the right individuals or locations based on various criteria. Create customized routing rules to ensure efficient call management and enhance the customer experience.
If you want to know more, you can book a consultation.
Book a consultation
How it works:
From concept to solution
01
Comprehensive analysis
We meticulously identify and understand the unique requirements of your business, enabling us to create a comprehensive plan for seamless software integration and optimization, resulting in substantial efficiency gains.
02
Streamlined Integration
Our expertise lies in seamlessly integrating our software solutions with other critical systems used across your organization, ensuring a smooth flow of data and processes. This holistic integration empowers your business with enhanced connectivity, collaboration, and productivity.
03
Continuous Improvement
With our flexible CRM system, we provide ongoing support and adaptability to cater to the evolving needs of your business. Our agile approach allows us to implement timely changes, enhancements, and updates, resulting in a continuously improving system that drives performance and effectiveness.
FAQ
Find the Answers You're Looking For
What is Call Center CRM Software?
Call Center CRM Software is a powerful application that connects customers to an organization's customer service team through a unified platform. It allows for seamless access to customer information and communication history, facilitating prompt assistance and a personalized customer experience.
How does CRM Call Center software enhance productivity?
CRM Call Center software enables meticulous customer data management, providing deep insights into customer needs and potential purchase possibilities. It integrates customer databases with contact center functionality, enhancing customer support and purchase request handling, resulting in improved productivity.
Who will train/support me on this system?
Our dedicated support team and Account Managers ensure that you receive proper training and ongoing support. We are ready to assist you with any additional training or new feature updates you may require.
How do you cooperate with customers?
Each customer has a dedicated account manager responsible for project delivery. The account manager maintains regular communication to keep you informed about project progress.
"Experience the power of our Forex Call Center solutions, designed to take your financial services to new heights. Our expert software development and consulting services offer unrivaled expertise in creating and expanding your capabilities, ensuring that your Forex Call Center operates at its best."
Martin Kušnír
CEO at Appsite
