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Leading Forex CRM & Back Office, Client Portal, Mobile App, IB and Affiliate System


Easy implementation and user-friendliness
To guarantee a smooth Forex CRM experience, the setup and configuration process must be effortless. Additionally, the user interface should be user-friendly to ensure that your team has the best possible experience working with the solution. Flexibility
You need to choose scalable CRM software that can grow and adapt to your business’s changing needs. Moreover, CRM integration with other systems should be straightforward so you can ensure it will accommodate your organization’s changing needs without any hassle. Multi-device compatibility
When selecting a system, make sure it is compatible with various web-enabled devices like desktops, laptops, and mobile phones.

forex crm

However, working with a system that uses a modern, intuitive interface and delivers relevant information in a single screen is how to take customer experience to the next level. This is another feature to consider for Forex brokerages keen to bring greater efficiency to their compliance management. Sentiment analysis is a sub-division of AI which can determine the mood of a trader (and agent) during an interaction.

Ticket system integrations

A Forex CRM to help you track lead flow and convert more leads into active traders. Leverage Forex CRM Solution to boost sales and customer retention for your brokerage. When it comes to comparing different solutions that may be suitable for your business, this checklist will prove invaluable for ensuring you make the correct decision while getting the best value for money with your chosen solution.

forex crm

Understanding customers better increases LTV and helps a brokerage reduce churn by identifying patterns that reflect loss of brand confidence. Additionally, these prospects are acquired more cost-effectively which reduces CPL and CPA. We design a completely reliable Best Forex CRM Solution for Forex Brokers & Traders. PheasanTech Forex CRM gives you a totally secure, customized and scalable forex CRM system that will allow your team to achieve the targets, within given timeline. Connect with our experts to discuss how we can tailor our CRM to meet your specific requirements. The Skale CRM is highly customisable ready in hours instead of days, maximising profits, minimising risk.

Forex CRM Back Office System

Where multiple departments of a brokerage can work together and manage an entire client lifecycle within a single interface, YOONIT CRM can help achieve higher conversion efficiency, smooth client management, and retention. While keeping the operations intact, it is also very important to promote the brand and we do that for you. Our marketing experts ensure that the name of your brand reaches every single target audience. While promulgating the services of your company, we make certain that they are appropriately illustrated. Using this program, you will be able to track new leads and maintain the existing ones as well with seamlessness. It will allow you to get detailed reports of potential clients who could add more value to your business.

forex crm

Seamless migration from other CRMs is now a simple process which removes one more hurdle for switching to Impact CRM. A modern, easy to use interface and greater empowerment facilitates employee acceptance for the change. The transformation from siloed work to interdisciplinary collaboration happens over a longer period and forms part of an ongoing cultural change that gains traction through the overall success it brings to the business. Regulatory changes are also going to have a significant impact which further increases the need to use a purpose-built solution. Our solution also increases operational efficiency through its reporting capabilities.

Multiple E-Wallets

For this reason, a Forеx broker business model is a very popular route, and with the advantage of being easy to setup, is the number one choice among our clients looking to start a successful revenue-generating business. MT4 integration allows you to seamlessly connect your Forex trading platform with our CRM, enabling you to manage your customer accounts, trades, and other key data from one centralized location. With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location. Founded in 2016,  one the market leaders in providing financial brokerage services in europe, contacted Skale CRM after seeing us voted BEST CRM software provider by AtoZ markets. Skale CRM is quick and an extremely powerful platform that we knew we needed from the get go, to grow our business and help the company manage leads and customers at every stage.

  • Brokers apply a set of methods to welcome new clients on their platforms, and the specially designed software classifies leads by different principles and identifies marketing options that are the most effective.
  • A matching engine platform for exchanges developed by B2Broker that powers up the world’s best-known exchanges.
  • Customer Relationship Management (CRM) is a technology designed to help businesses manage relationships with customers and prospects.
  • It determines which leads are the most qualified and segments leads to the team best suited to convert them.
  • The ideal CRM system should provide customer support services round-the-clock to meet client needs.

Using the initial momentum to develop the solution further as to sell into large enterprises, setup multiple brands and other financial institutions, it became a game changed for the company. By using Skale forex crm Revenue Management Platform the client has been able to provide innovative trading technology, superior dealing performance, and exceptional customer service throughout its customer’s journey. Forex CRM Platform – the Skale technology stack is finance-specific and designed to support customer acquisition, sales and management.


Dynamic Works, a leading name in the software industry, and the company behind the pioneering Dynamic Works Syntellicore CRM, is one such remarkable success story. FX Back Office began as a pipe dream between a few highly experienced friends who knew they could revolutionize the FX brokerage business’s day-to-day running. The majority of the company’s sales staff, managers, and directors have been involved in the industry since 2007.

Impact CRM also generates IB reports to make commissions tracking easier and enable affiliates to monitor their business. Failing in either results in missed acquisition opportunities, fewer conversions, poor customer service, failure to upsell and increasing churn. Impact CRM is an essential tool for every Forex brokerage given the increasing competition and demands of the industry. Excellent work, amazing team, effective cost, quick support and smart work!!! Our technical team will install and integrate all of your brokerage components. Continuation of your use of our website confirms your agreement with the above statements and documents.

Most Outstanding Forex CRM Solutions in 2023

Live Support
Lastly, it is critical to ascertain whether your system provider offers dependable customer service in case of any technical problems or inquiries. Reliable providers typically offer 24/7 assistance, so you never have to worry about being stranded without help. Forex CRM (Customer Relationship Management) is a software solution brokers use to manage their clients and keep track of customer information, transactions, and accounts. Moreover, it is beneficial to ensure that the software you choose offers customization options and round-the-clock technical support. Forex CRM software offers a wealth of advantages to brokers, from improved efficiency and streamlined processes to invaluable insights that can drive data-driven decisions.

forex crm

Leverate is a software developer for Forex brokers to organize trading on the Forex market. Leverate’s product line also includes many additional programs and services, which help coordinate full-service brokerage operations. Leverate has offices in Cyprus, Ukraine, Israel, and Hong Kong and is the provider of the most prominent brokerage solution on the market. It is conceivable to build a system in-house over the next few years, but this would need a significant initial capital investment as well as continuous maintenance expenditures.

Customer Relationship Management: what does it mean?

Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL. MT5 integration provides the same seamless connectivity and centralized management as our MT4 integration, with added features and functionality for advanced Forex traders. Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders. The Skale Customer Portal is pre-integrated with over 150 payment forex options and other financial services provider.

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