
Best Forex CRM provider in the market - Cloud Forex CRM that accelerates your brokerage growth, trader's room that includes a CRM system that allows the broker to integrate all client information. Every feature of our CRM system is designed for the needs of Forex brokers 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 Cloud Forex CRM: All in one forex CRM solution for forex brokers. Our forex CRM includes multiple features like multi-level IB, multilingual, dynamic reports and much more
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Forex CRM software helps you centralize, optimize and streamline your communication. The better you know your customers, the stronger your relationships will be with them. Here forex crm multi lps some of the benefits of the CRM for Forex Brokers. Our Deployment process is as sleek as 92 hours. Once we receive the required information from you, we can configure the branded and highly reliable CRM within no time.
Along with sleek deployment of the CRM, we guarantee safety, security and protection of your data at the same time. Cloud Forex is your one stop solution for all your Broker Back Office needs with cutting edge technologies. Yes, now the mobile application for Cabinet Area is available for your and your clients. Fully responsive solution on ANY device. Your clients and IBs can log in to their Cabinet from ANY mobile device. Be it IOS or Android. The app is compatible with both.
Common Client Area Activities Like Open Live Account, Demo Account, Deposit, Withdrawal, Internal Transfer, Change Leverage Etc. Made Simple On The Go. Better Support Experience. KYC Made Easy. Despite the fact that an effective CRM strategy should encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers.
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the employees according to their job roles so that the work can be forex crm multi lps efficiently.
If you are the admin, then you can easily provide internal access to your dedicated employees with Cloudforex - the best Forex CRM provider.
This is probably one of the best features of Cloud Forex CRM systems. With this feature, it is possible to track the monthly, quarterly, and annual records of the client. Some important analytics which is covered in this feature include e-wallet transactions, withdrawal, deposits, IB, and much more.
We have created the best Forex CRM to ease the trading and client management systems. With MT4 and MT5 integration on this trading CRM, you can efficiently manage the entire software application, forex crm multi lps.
It means, any action taken by the client, will be notified to you instantly on this CRM for Forex Brokers. For every client, there is a unique E-wallet, forex crm multi lps. This E-wallet is considered as the bridge between the funds and the trading.
Our E-wallet can efficiently manage a variety of transactions such as MT4 to E-wallet and vice versa, Internal E-wallet transactions, IB commissions and E-wallet, etc.
Cloud Forex CRM has arranged different trustable payment gateways to ensure secure and safe transactions. As we have different payment gateways in this trading CRM, customers can easily choose the best payment mode according to their convenience. Integrate the MT4 Forex platform which allows traders to view the trading instruments that are available from each broker.
Integrated payments help reduce the stress of manual accounting and make it more manageable for companies to manage finances in the CRM system only, forex crm multi lps. Your CRM is at the core of your business activity and can either make forex crm multi lps break your company. Our Clients consist of organizations ranging from start-up entities to fully-fledged FX firms.
We offer CRM solutions for Forex businesses of any size. Efficiently productize reliable paradigms before ubiquitous models. Continually utilize frictionless expertise whereas tactical relationships. Still, have questions? Contact us. So ideally we never share the source code. The minimum tenure to continue the CRM subscription is 3 months, which is the first 3 months as we accept payments only Quarterly basis.
If you want to discontinue after 3 months, you need to inform us at least before two weeks of the expiration of the first quarter. We get one documents signed which is called EULA, this document protects the rights and obligations of both the parties. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. Currently, we already have 5 languages integrated apart from English, forex crm multi lps, 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.
Get some insights and information about the Forex Industry with the perspective of Cloud Forex CRM. 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.
Request a Free Demo Get response within 24 hours. Your Name. Your Email. Your Skype. Write your message. Verification Code. Version History Version 3.
Version 2. Version 1. Show More. Future Updates Custom Dashboard. Payment Gateway Integration: Binance, Bitcoin. IB Commission Profile: Single Button for Update.
Survey Module: New Module and Linking with Campaign. Cabinet: Redesigning of Live Account Dashboard. CRM: Demo Account Form Registration with Auto-Contact Creation. Benefits of CRM Forex CRM software helps you centralize, optimize and streamline your communication.
Salient Features of Forex CRM Despite the fact that an effective CRM strategy should encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers. Role Management It is very important to manage the team based on an operational forex crm multi lps system. Dynamic Reports This is probably one of the best features of Cloud Forex CRM systems. E-Wallet For every client, there is a unique E-wallet. Payment Gateway Cloud Forex CRM has arranged different trustable payment gateways to ensure secure and safe transactions, forex crm multi lps.
Download Brochure ×. Send Message. Supports Both Platforms Deploy your own brokerage mobile App on both the platforms IOS as well as Android. Robust Account Management Active traders can modify trading orders through their smartphones, forex crm multi lps. One-Click Payment Use different payment forex crm multi lps integrated with the CRM system placidly. Multilingual Trader's Room Mobile Application supports multi-language. Manageable IB Account Share your referral link or code to any of your social media accounts easily.
MT4 Integration Integrate the MT4 Forex forex crm multi lps which allows traders to view the trading instruments that are available from each broker. MT5 Integration Now integrate the Meta Trader 5 Trading Platform with CRM software more promptly. Payment Gateways Integrated payments help reduce the stress of manual accounting and make it more manageable for companies to manage finances in the CRM system only.
User friendly when you use Cloud Forex CRM and save cost. Highly Recommend. Andri Andreas MBA Trade Alliance. All good and perfect in CRM and impressed with the idea and how easy to use it. Fahad Khan Spartan FX Pro. I am very happy with the work done by PheasanTech. I would definitely recommend this to anyone.
The finished product was exceptional, very professional and just what I wanted. It was really easy to share my views and feedback throughout the process. Seven Star FX Seven Star FX. It been more than year and half to be associated with cloud Forex and you guys ensured no stone left unturned, forex crm multi lps. your top notch customer support and always up for challenges proves you guys are true diamond.
Well Done. Abhinav Kundra FX Nice. Excellent service support of Pheasantech. Its been more than a year we are associated with them. Your Crm solution makes my work more easy and comfortable, forex crm multi lps. Easy to handle, sort everything in a minute.
Amazing team, who are always there to support you.
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, time: 32:41Forex Multi Level IB – Forex CRM | Forex CRM Software | Forex CRM System | Techysquad Forex CRM

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 CRM and Traders Room and Partner Multi Tier System and Portal designed for Forex Brokers. Dynamic Works' Forex CRM Solution, Syntellicore, is a powerful tool that integrates all customer information and brings together all aspects of client engagement and retention from lead and opportunity management to reporting and beyond Launch your own fully-branded Forex brokerage with our complete website building services. We forex crm multi lps a premium broker solutions provider, forex crm multi lps, dedicated to delivering a wide array of innovative solutions and services that enable Forex brokers and financial institutions to
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