Forex CRM

Custom Forex CRM solution to streamline Back-office, Compliance, and Sales processes, with automated account opening, activity tracking, sales management, user assignment, permission settings, and more.

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COMPREHENSIVE DASHBOARD

Covers all created applications and activities with instant updates for each department.

FLEXIBLE INTEGRATION

Automating your trading platform with integrated APIs, payments, and plugins.

ADVANCED DYNAMIC SETTINGS

Complete control over workflow, display, permissions, and reporting.

REAL TIME NOTIFICATION
Covering new users and actions updates for existing trading accounts and new generated leads.

FOREX CRM


Fully customized FOREX CRM that automates Back-office, Compliance and Sales cycles to process client’s application with automatic account opening, including applications approvals and rejections, complete activity log, full sales and accounts management, auto assign, multi-permission levels and more.

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COMPREHENSIVE DASHBOARD
COMPREHENSIVE DASHBOARD
ADVANCED DYNAMIC SETTINGS
REAL TIME NOTIFICATION

BACK-OFFICE CYCLE


Easy, secured and fast account opening process.

LEADS MANAGEMENT


Auto assigned leads per language, branch and department.

BRANCHES MANAGEMENT


Customized work flow and communication process.

IBS & AFFILIATES


Manage the performance, build your multilevel IBs Tree.

CAMPAIGNS MANAGEMENT


Track your performance, resources and spending.

REPORTS & ANALYTICS


Analyze the data and act accordingly.