Choosing the Best Forex CRM Trading Solution for Your Agency

We offer both livechat & telephony solution integrated fully to our CRM as well as agent mail system to support the high demand of remotely working. Make informed decisions in real time while keeping your coverage teams and management in the loop through instantaneous voice-to-text. Mitigate relationship risk with proper automated services to monitor your engagements, resource allocation, and track against any internal profitability goals.

crm trading solution

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. There are lots of exciting social trading solutions to help your clients start earning money. Just let your clients choose strategies and get profit easily by copying orders.

Benefits of CRM in the Trading & Distribution Industry

A Forex CRM allows for easy expansion of services and accommodating more clients as your Forex business grows. FX CRM can also reduce the cost of operations by allowing businesses to manage operations with a smaller and more efficient team. By eliminating the need for personal interactions and calls, CRM wipes out the need for huge teams and allows for more efficient operations. Control the flow of information and account creation procedures using an advanced Workflow engine. Provide status reports, improve operations and organise information so that it is easily accessible when needed. Managing your customers becomes easier and more efficient and more effective than ever before.

crm trading solution

The integration of CRM systems revolutionizes the customer experience by offering a tailored approach to trading. Imagine a platform that not only remembers your preferred trading instruments but also suggests strategies based on your past behavior. This level of personalization makes trading not just a transaction, but a journey tailored to each trader’s preferences. Before delving into the intricacies of integration, one must first understand what a CRM system embodies. It is not merely software but a strategy for managing all your company’s relationships and interactions with potential and current customers.

Case Studies: Successful CRM Integration in Online Trading

The advanced functionality of the solutions allows users to swiftly switch between different MT4/MT5 platforms and copy trades across several servers. 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. Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money.

  • Prop, short for Proprietary Trading, is when a firm trades on FX, Commodities or other financial instrument using its own capital.
  • This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand.
  • Whether it’s through personalized email campaigns, chatbots, or automated alerts, this feature ensures that traders remain engaged and informed.
  • Forex CRM software can offer customer support, allowing teams to focus on important tasks and improve productivity.
  • Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry.
  • The CRM (customer relationships management) system is a multifunctional software designed to automate strategies to interact with customers.

With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location. CRM systems improve the effectiveness of customer connections by contributing to follow-up communications, customer support, and the user experience across the platform. Our turnkey Prop Trading solutions will be made available to an expanding range of trading platforms.

Industry-leading plаtforms Integrated

For new Broker Setup, our full-suite solutions will get you started with the ZeroX trading platform seamlessly integrated with our AXIS CRM and liquidity for over 1800+ assets. You will have a branded FX Broker with full capabilities, in addition to Prop challenge functions. 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.

crm trading solution

If you are an owner of a brokerage company or going to start one, you will probably need the best Forex CRM Solutions. We supply brokers with all core Forex Solutions which help brokerages start or improve their business. This new feature is available to all UpTrader customers, from those on the basic Self-served plan to those on the Enterprise plan. Opening a Prop Trading account is easy and can be done directly from your Trader’s room with just a few clicks. Improve the efficiency of your organization with a new generation of professional software that enables brokers and exchanges to handle all of their customers, administrators, and IB partners in one convenient location.


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. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks.

Kindly note that the CRM is a system built for client management, rather than trade monitoring for which specialist systems are usually in place. Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room. Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. CRM TradeTools FX is a solution integrated with multi-market platforms MT4, FXNEXT and MT5. The platform simplifies connectivity between businesses and various payment gateways, allowing customers to use credit cards, bank transfers, and e-wallets.

B2Core – Forex CRM for Brokerages and Exchanges.

Integration of the Social Trading by Brokeree and XCritical provides brokers simultaneously with the flagship copy trading system and convenient CRM with the traders’ room. Other customised support systems can also be integrated as per your requirements. As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities. The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge.

crm trading solution

Our commitment to innovation and customer satisfaction sets us apart as a leader in the field. ​Brokeree Solutions, a forex technology provider, has announced its new partnership with Skale CRM. The collaboration between Skale CRM and Brokeree Solutions will make it possible to complement CRM systems dma stands for in trading with advanced money management solutions across all brokerage’s trading servers. Each CRM provider wants to increase revenue by marketing their product and providing various CRM features. Yet, pricing is a crucial element for brokers who wish to integrate such a solution into their infrastructure.

Activity and Finаnciаl Reports

Enables mapping of company hierarchy, assigning role-based staff permissions and supports unlimited user creation. WebSDK – Sumsub front-end integrated into B2Core front-end and adapted to the client’s colours so the flow is as smooth as possible when passing the Liveness check. The ability to upload custom files (documents) to the server to provide them to the White Label.

Future Trends in CRM for Online Trading

We will also look at the key elements that make up the ecosystem of the FX CRM software. In addition, you will learn about essential criteria for evaluating a reliable Forex CRM option for your business and get acquainted with the top 5 FX CRM solutions on the market. 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. The honest answer is no, but there are not many companies that do not get any benefits by putting customer relationship management on a CRM-system.

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