Top-rated Forex CRM systems in 2019

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Full customization, REST API connection to any ехсhаnges and providers. Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time. To make a successful sale right away, a manager should have certain freedom in their actions. For instance, the freedom to offer individual bonuses to certain clients to close deals more quickly. This feature helps sales representatives to achieve their goals, and their management to get an estimate of their team’s plans. The system creates a task for the manager when a client attempts to make a deposit.

About Company Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry. Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. Forеx is one of the largest and most profitable financial markets today. UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading. The results of each transaction are split between investors up to a cent. It is possible to check different traders’ performance through aggregated ratings.


CRM is configured using many parameters and integrated with the XCritical platform and popular trading platforms, Metatrader4 and Metatrader5. The product is easily scalable so that you can adjust it to the needs of any company. Each online Forex broker needs a Forex system on its websites and trading platform to optimize conversion.

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If your staff is taking too long to answer, your customers will begin to feel left out and frustrated. You must offer more than just high commissions to run an effective partner program. Successful affiliates will look for features such as tracking, real-time reporting, and flexible payment methods.

Customer data management

Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times. Our technical team will install and integrate all of your brokerage components. Use LXCRM to increase your performance with Integrated marketing & automation tools.

  • Ensure effective calls and management by providing a user-friendly interface for sales and maintenance.
  • The industry also requires in-depth reporting tools that many CRMs struggle to deliver.
  • It is possible to assign different access rights to partners, internal company departments, and individual employees while maintaining complete confidentiality of personal client data.
  • Multi-Level IBs systemenables Brokerages to exponentially grow their Trader Database.Brokers set the Commissions Settingsin an intuitive web interface and are able to see instant feedback.
  • We’ve included the ability to generate deep links and banner ad campaigns.

Working with and compensating brokers and money managers who refer clients to your business is essential. At this level, brokers have a unique ability to manage their clients’ relationships. To better serve traders, they create a Forex CRM system tailored to their individual goals, approaches, and visions for the future. FX Back Office is a powerful Forex CRM that integrates with the industry’s most popular Forex trading platforms including cTrader, MetaTrader 4 and MetaTrader 5.

B2Core Forex CRM

CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. Provide multiple variants of deposits/ withdrawals in your system. Margin multi-asset trading including crypto-currencies are included.

custom forex crm

With an e-wallet, you can get access to your сryptocurrency through any device. Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions. The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors.

Product Info

Unlimited level-based partners program that rewards not only direct IBs with commission but a much broader span. Offer your partners the chance to have dynamic rebates with an adjustable formula calculation. Calculation and accrual of commissions are performed in a personal account. Allow your clients to choose which program they should participate in based on the rewards description.

custom forex crm

Also, the support team will have all the necessary info to provide maximum assistance to your clients. Nearly 50% of teams improved their performance after using a Forex CRM system. For instance, the sales department could quickly get all the required information about leads to turn them into a customer. Support specialists also benefit from being connected to the platform. Best-in-class XCritical CRM is designed explicitly for the brokerage segment. It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise.

Top Forex CRM Development in India & Abroad.

To keep the client happy with the services and make them devoted to the brand should be the main priority for a forex company. Based on the trading volume and other criteria, clients should be segmented. An ideal Forex CRM will provide a perfect overview of the clients, their trading habits, portfolios, profitability. It enables the system to give its best to assure each customer’s approach per their convenience. Forex back office monitors, manages & operates the whole brokerage business activities.

custom forex crm

It is guaranteed that there will be no data leaks, hacks, or any other similar issues as long as you use our solutions. XCritical’s solution helps different departments communicate, simplifies the work process, and speeds up routine actions. XCritical CRM supports on-premises access to computing resources. The platform can be installed on your servers, which increases data security and gives the broker full control over the software.

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