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Forex CRM System

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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

  1. Back Office
  2. Trader's Room
  3. 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

Product/Service details