Software for FX CRM featuring an IB Portal and a Client Cabinet
Enhance customer satisfaction, streamline client contacts, and expand your broker’s company with the Best Forex CRM Software created especially for the Forex market.
Increase Client Conversion
with our FOREX CRM
Simple account setup
and funding
Suitable for both desktop
and mobile
Personalized Designs
for Your Business
About Forex CRM Tech
As a technology partner to FX brokerage companies, Forex CRM Tech has a wealth of knowledge in all facets of brokerage operations.
Our primary goal is to build strong relationships with our clients in order to support their expansion within the FX sector.
We make sure to keep up our leading position in the business by staying at the forefront of brokerage technology.
Feature Rich Client
cabinet Design
A client portal that is easy to use, has a mobile version suited for seamless operation, and an elegant user interface that enhances the overall experience.
- Smart Dashboards with Simple Integration
- Functionality of an eWallet
- Two-step KYC validation
- Multiple-tier IB
Powerful Back office
with Staff Roles
Brokers rely on an internal and external team to manage daily operations, from client registration to withdrawals. This streamlined approach ensures efficiency and lets support staff focus on client satisfaction.
- Create Different User profiles
- Assign Limited Powers to each user
- Delegate Powers Risk free and Supervise
Easy-to-use admin dashboard
The CRM interface presents a user-friendly, well-organized summary of information, designed with input from industry experts. Brokers can customize roles and processes to fit their needs.
- Mobile Friendly Interface
- Automated Email System
- Easy to Use Interface
- Bonus Functionality
- IB Dashboard
Powerful IB Dashboard
IBs use the IB Portal to track introduced clients and commissions. They can access marketing materials and create Trading Accounts in the Trader’s Room.
- Up to 10 Levels of Multi-Level Commission
- Commissions are automatically updated every two hours
- Accessible are IB Generation Reports
Multi-lingual Interface
A fully dynamic CRM system that can serve customers from all around the world can help you maximize your business.
- Fully Interoperable Components
- Driven by Google Translate APIs
- Built-In System
The reasons behind
selecting our Forex CRM
Quick Install
A bespoke portal that requires no further coding or development that is completely functional and elegantly connected.
Stored on a Cloud
Cloud solutions ensure scalable, secure data storage for responsive customer support in a dynamic portal.
Dependable FX CRM
Access a suite of integrated automation tools designed to enhance your performance in the ever-changing world of Forex trading
No-cost Data Transfer
It's an excellent solution for firms streamlining data migration, ensuring secure and seamless data transfer between MT5 platforms.
Whole Branding
A Forex CRM's whole branding package comprises content, email templates, logo design, and website design that align with the mission and vision of the business.
Client Service
Our CRM aims to enhance customer inquiry response times, offering a live chat, support ticket, and email system for support.
Boost your CRM with a variety of Deposit & Withdrawal Options.
Total Command over Bitcoin and Bank Deposits
You control cryptocurrency and bank info for Swift/wire transfers through our interface: add, change, or remove with ease.
Integration of PSP
Our development team's area of expertise is integrating payment processors with crypto-based gateways.
Establish a Live and Demo Account on Your Phone
This module is used to compile all of a client’s trading accounts and centralize their information. An easy 4-step formula to use.
We’re done when you sign up, confirm your email, log in to create a trading account, and select your account specifications.
Our top goal is to
add value to your brand
Control Over Deposit Processing
Access payment reports and integrate with multiple payment platforms using our CRM.
Customer Information Handling
Make thorough reports that include IB commission, personal trading, and other pertinent client data.
Increase Income
Simple integration with the top trading platforms, payment processors, and ticketing systems
Let Us Help your Broker Succeed
Elevate your brokerage with our support and expertise. Let’s pave the path to your success together.
Your Logo
Enhance customer satisfaction, streamline client contacts, and expand your broker’s company with the Best Forex CRM Software.
Contact Info
- 154 Lakeview Dr, Lilydale VIC 3140, Australia
- info@forexcrmsolutions.com
- +61 (02) 8006 0310
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