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Forex CRM

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Web Trader

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Social Trading

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Crypto Exchange

Features of FXOD CRM

Our effective FXOD CRM generally encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers. Some of the features of it are as follows.

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Dashboard

Intuitive CRM interface allows you to find everything at a glance starting from the inbox. Our system interface is a product of many years of improvement following many top industrial leaders. Flexible workflow setting and role managements enable brokers to customize the system according to their needs. Thus, get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox.

Multi-Level IBs Logic

Multi-level IB system enables brokerages to exponentially grow their trader database. Thus, the brokers set the commission settings in an intuitive web interface and are able to see instant feedback. On the IB side the interface incentivizes IB registrations and streamlines referrals.


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Sales Strategy

Our FXOD CRM of Trade Soft will guide your agents to carry out the appropriate strategy to engage and capture more leads. As a result, you will sell smarter and expand your business faster even while working from remote location. Thus, empower your teams to provide great customer service from anywhere by providing automated guidance for all types of leads, contacts and clients.

Multi-Channel Marketing

Our FXOD CRM follows a typical sales strategy. On the other hand, CRM provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists.

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Operations

Generally, the broker relies on internal and external staff with day-to-day operations. Client registration, KYC, deposits and withdrawals are attended to by the operation staff. Thus, the system simplifies operations by assigning roles to your staff. As a result, agents in a support role will ensure client satisfaction and so on.

Support

Increasing the speed of support response is the goal of your Support Department. The system has a built-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other.

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Benefits of FX CRM

Our FXOD CRM system developed exclusively for Forex Brokers and White Labels who are dedicated to a higher level of Customer Experience. Some of the advantages of it are as follows

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Account Application

Our Account Application procedure comes equipped with a validation engine that helps you to configure your Account Opening Application form(s) the best way possible for optimum lead conversion. On submit, users are filtered by an intelligent duplicate engine that helps you to observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk.  

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Integrated with MT4/MT5

Seamless two-way integration with trading platforms, such as MT4 and MT5, in combination with the "central multi-currency wallet" concept integrated with multiple trading accounts and multiple trading platforms, our trader's room solution equips you with the necessary tools for offering the best digital experience to your customers, in an engaging way.

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IB Registration & IB Area

From within their Traders Room Profile, your IBs can have access to their introduced clients and commissions. Commissions are consolidated and can also be analyzed. They also have access to marketing material, affiliate links and banners. From their Profile, IBs can also open their own Trading Accounts.

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Customer Profile Wallet

Our FXOD CRM can operate as a central customer profile and a single wallet. Multiple Trading Accounts from multiple trading platforms can be integrated with one Customer Profile and Wallet. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers.

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Dynamic Reports

This is probably one of the best advantages of using our FXOD CRM. With this feature it is absolutely possible to track the monthly, quarterly and annual records of the client. Some important analytics which are covered in this feature include that of e-wallet transactions, withdrawals, deposits, IB and much more.

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Real-Time Notification

As the FXOD CRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. It means, any action taken by the client, will be notified to you instantly on this CRM for Forex Brokers.

Why Choose FX CRM

FXOD CRM is easy to use and it minimizes risks and helps you to maximize the revenues of your FX industry as a whole.

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Deposit processing control

Our FXOD CRM is integrated with a number of payment processing systems. You will be able to access detailed payment reports including any kind of failed transactions at once.

Customer data management

Our FXOD CRM creates detailed reports that include personal trading, marketing and other necessary customer information. Each employee can independently set the necessary data search parameters using a wide variety of filtering options.

Integration

FXOD CRM can easily be integrated with various trading platforms like Meta Trader 4 and Meta Trader 5 WL solutions.

Platform Features

FXOD CRM allows you to call customers as well as send SMS to individuals or customer groups. The CRM can be utilized as an all-in-one platform. You can open and close transactions without ever switching from one tab to another.

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Different access levels

Brokers using the FXOD CRM system can assign different access levels to partners and internal departments of the company. If there is a need, managers can restrict employee access to customers’ personal data (phone numbers, last names, and e-mails).

Safety and reliability

Our FXOD CRM system’s key advantages is the flexibility in setting up security parameters. Each parameter can be customized based on the needs of various company departments.

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