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Customized CRM

Manages customer interactions, improves relationships, boosts business.

CRM customization is adding or modifying Customer Relationship Management (CRM) features to fit how you do business.

about us

What WE ARE ?

A CRM and various business management tools are essential for effectively managing your clients, forex brokers, and overall business operations. Our CRM system offers all the features required to oversee your Clients, IBs, Staff, Business Processes, Marketing Efforts, and more, all accessible from one centralized dashboard. This CRM is structured into three main sections: the admin panel for administrative functions, the client section for client-related activities, and the IB section for IB-related tasks.

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CLIENT PORTAL

The Trader Room (Client Area) serves as the hub for your clients to manage all account-related activities, excluding direct trading. It acts as your clients' primary interface with your company.

  • Modern, responsive design.
  • Open live or demo accounts.
  • Profile management.
  • KYC verification process.
  • Integrated support ticket system.
  • Advanced security controls.

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BACK OFFICE

A remarkable back office and CRM solution designed to efficiently manage, monitor, and streamline the operations of all brokers. Our CRM stands out as the ultimate broker management software, offering tools for lead generation, KYC management, an advanced client management system, and comprehensive financial data.

  • Elegant and Adaptive Design
  • Customer Management
  • IB Administration
  • Team Oversight
  • Help Desk System
  • Privacy and Security Oversight
  • Deposit and Withdrawal Handling
  • Trading Account Administration
  • Alert and Messaging System
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team member
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IB PORTAL

The IB (Introducing Broker) Portal is a dedicated platform designed for Introducing Brokers to efficiently manage their activities, track performance, and grow their business partnerships. It serves as the central hub for all IB-related tasks and provides essential tools for success.

  • Dashboard Overview: Quick access to key metrics and performance stats.
  • Client Management:Monitor referred clients and their activities.
  • Commission Tracking: View earned commissions and payment history.
  • Marketing Tools: Access promotional materials and marketing support.
  • Sub-IB Management: Manage and track activities of sub-IBs.
  • Reports and Analytics:Generate detailed performance and commission reports.
  • Support System:Easy access to support for queries and assistance.
  • Secure and Responsive: Optimized for security and usability across all devices.
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Start your own platform now.

We offer comprehensive solutions to help you launch your own platform with minimal effort.

Get a complete admin setup, advanced UltraCRM, IB & PropTrading tools, back-office systems, APIs, and free setup assistance today.

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