Overview
FOREXCRM’s CRM solution is built especially for Forex Brokers. It is a scalable solution so that start-up enterprises are able to get benefit from the very beginning & existing large brokers can manage & deal with limitless numbers of leads & accounts for maximum automation, conversion & retention. Our platform reduces inefficiencies & that’s why broker back office, traders’ room & IB’s panel is built in our CRM system for the maximization of client value and operations.
Key Features
Main Features Of Forex CRM
- Back Office
- Trader's Room
- Partners(IBs) Panel
Key Benefits
Back Office Feature:
Manage system languages & regions
Manage Deposit, withdraw & transfer
Manage Currency Group & Symbols
Manage Groups & Account types
KYC Management
Leverage Configuration
Content & Marketing Tools
Add Multiple Admin/Manager
Client & IB Management
Risk Management System
Trading Account Management
MAM account management & PAMM sys
Custom IB Commission Settings
User Activity Records
Credit in & out System
All Financial & Trading Report
Trade Contest
Notification System & Login Records
Mail System & Support Ticket System
Buy/Sell Graph & dashboard.
Features of Trader's Room
Open Live & Demo Account
Open & Manage Accounts
Submit Verification Documents
Manage Personal Info
Apply to Become an IB
Review MAM Account Performance
Apply for a MAM or Investor Account
Manage & Monitor Investors Accounts
Make Deposits
Request Withdrawals
Change Leverage
Monitor Trade History
Monitor Deposits & Withdrawals
Make Transfers Between Accounts
Issue Support Tickets
Live Support
Features of Partners (IBs) Panel
Access Referral URL, Banners etc
Introduce Traders & Sub-IBs
Monitor Referral Stages
Monitor Commissions & Analytics
Transfer or Withdraw Commissions
Transfer Balance to Trading Account
Unlimited Client Tree
Client's Trading Report
Income Report
Deposit Report
Withdraw Report
Clients List
Marketing Tools