Streamline your brokerage operations with our advanced Forex CRM. Our comprehensive solution simplifies complex financial processes and empowers you to effectively track and manage all aspects of your business. From client retention to lead generation, our CRM system enhances day-to-day operations and boosts productivity.
Request a demo today to revolutionize your operations.
Forex CRM Software
as whitelabel solution
90%
cost savings with a white-label
7 days
time to-market
Who can benefit from our Forex CRM?
Our powerful system is designed to meet the needs of
Brokers
Introducing brokers
Investment firms
Discover the Essential features
you need from Forex CRM Software
Client Management
Effectively manage profiles, track registrations, and easily communicate with clients for immediate engagement. Keep track of user activities through the activity log, providing a comprehensive overview of user actions and account modifications.
Document and Financial Test Management
Securely store and handle verification documents while receiving notifications for important document expirations. Access comprehensive financial tests to ensure compliance with regulatory requirements.
Trading Platforms
Seamlessly integrate with renowned platforms such as MetaTrader 4 and 5, as well as xStation. Retrieve vital account information, including balance, trade enabled status, platform group, and account currency.
Integration and Customization
Seamlessly integrate with SalesCRM for IBs and our backoffice client portal. Leverage our API to customize and add modules tailored to your specific requirements.
Automated Emails
Streamline communication with automated emails. Utilize personalized, pre-designed templates to effectively engage and nurture client relationships.
Comprehensive Reporting
Generate customizable reports to meet regulatory compliance and conduct in-depth financial analysis. Utilize advanced filters to quickly access essential information.
Role Management
Assign specific permissions to staff members, control module access, and limit permissions based on promo codes or company affiliations. Ensure data protection with 2FA verification for enhanced security.
Broker-Oriented
Enjoy features designed specifically for Forex brokers, facilitating seamless integration and enhanced operational efficiency. Benefit from 24/7 support and a ticketing system for streamlined customer assistance.
Transaction Management
Gain complete visibility into deposits, withdrawals, and payment gateways. Manually add transfers and leverage advanced banking features for improved financial management.
If you want to know more, you can book a consultation.
Book a consultation
How it works:
From concept to solution
01
Understanding your Business
Understanding your distinct business needs enables us to offer customized integration solutions that effectively fulfill your specific requirements while ensuring a seamless transition for your operations.
02
Pre-Configuration Release
Initiate your journey with our pre-configured solution, encompassing a streamlined sales process setup, personalized fields configuration, and effortless email integrations/settings to keep you ahead of the competition.
03
Integration
Our integrated system ensures smooth interoperability with other essential organizational tools, guaranteeing seamless data migration and synchronization for enhanced collaboration and optimized efficiency in managing your resources.
04
Continuous Improvement
Adapting and growing in tandem with your business is the core of our CRM's design. Through continuous enhancements and updates, we guarantee our solution stays attuned to your evolving needs and industry trends, ensuring your long-term success.
FAQ
Find the Answers You're Looking For
What is a CRM?
A CRM stands for Customer Relationship Management. It is a software solution that allows you to manage and analyze your client interactions within one system. Our top-class Forex CRM software provides a fast, easy-to-use, reliable, secure, and innovative solution that aids in growing your client base and increasing sales.
What integrations or configurations will I need?
The integrations and configurations required depend on your specific business needs. During the onboarding phase, we guide you through the process, step by step, and address all your requirements, ensuring that everything is set up correctly in your CRM.
Who will train/support me on this system?
Our support team and dedicated Account Managers work together to provide you with proper training and ongoing support. We ensure you have a solid foundation of knowledge and offer additional training on new features as needed. We are here to help you every step of the way.
How do you cooperate with customers?
Each customer has a dedicated Account Manager responsible for project delivery. Regular communication keeps you informed of the progress of your project.
"Experience the power of our advanced Forex CRM software designed for brokers. Our comprehensive solution streamlines operations, drives growth, and enhances client satisfaction. With an intuitive interface, advanced reporting, and seamless integration, our CRM boosts efficiency and revolutionizes your brokerage."
Martin Kušnír
CEO at Appsite
