Currently, we already have 5 languages integrated apart from English, if you need any other languages to be integrated, we will get it done for you with no extra cost, provided you give us the translation. Streamline your brokerage with CloudForex CRM and enjoy two additional months free on annual plans. Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes.
This is a fantastic Application, I still haven’t completely explored all the potential and possibilities of this app. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business. Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution.
Prop Trading firms using our platform
These insights include planned deposits to gauge expected versus actual business achievements, and the implementation of individual motivational programs based on sales percentages to inspire your team. The module also prioritizes logging all client interactions, maintaining a comprehensive archive of deposit and trade histories, communication with support teams, and any updates to personal information. As the admin, you can add any trading platform right from your administration interface.
Multiple dashboards with complete customization allow you to get all of the information you need on a single page. Our intuitive, scalable solutions redefine operations and boost the bottom line for both leading institutions and small startups with big ideas. Statistics and data queries are very important and frequent usage scenarios, we provide diversified data reports and filter functions to satisfy brokerges different requirements.
Bonus Management
A highly intuitive interface for your traders to manage all trading accounts and access critical functions and requests at a glance for an absolute game-changing user experience. Tags allow you to categorize your clients for easy sorting and finding. The ability to set filters based on parameters such as the trader’s country, language, partners code. Particularly important is the new functionality for affiliate programs. Other good example of using new filter is individual conditions based on countries.
Furthermore, analytical resources of the terminal are not limited to the built-in tools. With the high performance of the MQL5 programming language, you can create your own indicator with your own unique characteristics. All these features enhance the analytical capacity of your platform and your ability to achieve the most detailed and accurate technical analysis of quotes. A leading CRM for brokerages to manage KYC, trading accounts, deposit & withdral, etc., and provide maximum flexibility for brokerages to customize or self-define its referral & commission rebate mechanism.
Forex Trader’s Room
This is probably one of the best things about CRM systems from Techysquad. With this feature, you can keep track of the client’s records for each month, quarter, and annual. Some important analytics that are covered by this feature include e-wallet transactions, withdrawals, deposits, IB, and much more. If you’re looking for a Forex CRM that can work with the popular MetaTrader 5 Platform, then look no further. WHITESTAR FX CRM, is fully integrated with MT5 platform and can provide your brokerage with an MT5 crm that exceeds all of your expectations.
Motivate your sales team by creating individual motivational programs. Create and upload any agreements you would like your clients to accept. Wait for our official invoice from the official account department email id which is [email protected] and then do the payment. We seamlessly integrate any third-party APIs, our system to any platform and of course deploy it to your own server for a more secure effect.
Partnership
You can explore many ways to accomplish this goal since the settings are flexible.For example, you can create a status system based on the deposit amount. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. 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. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5. For instance, in the MAM mode, the manager trades using a common account, while investors monitor the trading operations and see profits in their account balance. MetaTrader 5 is a multi-asset platform that allows trading Forex, stocks and futures.
- Techysquad FX back-office software has set up different payment gateways that can be trusted to make sure that all transactions are safe and secure.
- The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors.
- At the point when an IB joins a dealer or other IB with an intermediary under his name, he gets repaid with multi-level IB commission tool.
- Full-fledged financial market trading can be enjoyed without even a desktop computer.
- Wait for our official invoice from the official account department email id which is [email protected] and then do the payment.
- The CRM system allows you to completely delimit user rights, the standard set includes – Admin, Manager, Support, Affiliate, Introducing Broker, Trader.
We provide all services and work with A-book, B-Book, and hybrid models. Use flexible settings to the fullest to create your own bonuses. You can decide what type, what conditions, what name, and so on you want your bonus to have. Use this bonus to motivate your clients to make How Much Does It Value To Start A Cryptocurrency Exchange their first deposit, or deposit more, or deposit more often. By entering your email address you are giving us permission to send you news and offers. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost.
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In addition, CRM PORTAL TradeTools FX has a built-in structure to keep track of all trader data (deposits, withdrawals, money transfers, etc.). The multi-level system is designed to form the backbone of traders with maximum performance. The above set of services allows you to assess the effectiveness of staff work, keeping the history of actions. Thus, the activities of each manager becomes absolutely transparent, and it is possible to track the individual indicators of employees, from calls made to conversion statistics. With this CRM PORTAL you can build a base of regular customers and attach sales agents to them. The main actions of employees after registering a client are standard and few – these are deposits, withdrawal requests and various technical issues.
You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you. Manage leverage and exposure, and have your risk monitored and controlled on the fly with our dynamic tiered leverage and margin solution. Reduce human error and improve efficiency by building automation into your risk management, giving you greater control of your operations. Overall, MT5 CRM can be a useful tool for any firm that uses the MT5 trading platform.
Clients From Across The Globe Love Cloud Forex CRM!
The 2FA authentication prevents unlawful access to make traders feel more assured. Our flagship product, the YOONIT suite of modular, intelligent broker solutions, combines an impressive feature set with ease of use and application and data security. Give your clients an incentive to trade and attract new ones by introducing different bonuses from your brokerage. Set up unlimited customized and parallel campaigns, rewarding your traders based on the predefined criteria with an automated bonus campaign solution.
Looking for a robust Forex CRM?
It is the first platform that offered STP trading for a wide range of traders and the only open source platform that allows brokers to fully customize the trading platform for the clients. If your company provides or plans to provide financial market trading services to individual clients and you are interested in ensuring high quality of your product, you will need liquidity. UpTrader works with trusted liquidity providers that can ensure best prices and perfect executions. Full-fledged financial market trading can be enjoyed without even a desktop computer.