Forex CRM Solutions
We provide Forex CRM solutions for MT5 and VertexFX at the most competitive cost. Thoroughly planned and designed, with distinctive attributes and efficient solutions.
About Forex CRM Solutions
By delivering the greatest Forex CRM solution for MT5 and Vertex, we ensure that our customers have no challenges. We have professionals with extensive expertise and training, as well as a team of experienced designers, who work together to construct a secure CRM for you and your brokerage businesses. We have a team of expert developers who will create an effective and user-friendly FX broker portal for you.
Quick Setup
Our team of experts can complete the installation in a couple of hours. With our CRM, you can Keep an eye on all of your clients and their trading activities, Manage deposits and withdrawals easily, carry out KYC requirements, and initiate marketing campaigns.
Unlimited Users
ForexCRMSolutions supports an infinite number of trading accounts and customers. Client Portal, IB Portal, and PAMM have sophisticated functionalities. Operations, Sales, back office, and team management all through a single interface.
10-Levels of IBs
A multi-level IB system allows brokerages to rapidly expand their trader database. As a result, brokers may configure the commission parameters via an easy-to-use online interface. The portal encourages IB registrations and facilitates referrals on the IB side.
Salient Features of our Forex CRM Solutions
ForexCRM Solutions was created back in 2020 to give forex brokers and dealers with a completely reliable solution that secures personal information in a very organised manner. The product was introduced with the intention of providing a solution to both startups and existing brokerage businesses.
Convenient Payments
Clients and IBs love it when they get their withdrawals on time. Our framework continually monitors and transmits the payments of your IBs and Clients in an organised and secured manner.
IB Commission Framework
A multi-level IB system allows brokerages to rapidly expand their clientbase. Brokers may configure the commission structures via an easy-to-use online interface and get quick response. The interface encourages IB registrations and facilitates referrals on the IB side.
Simplified Data
Glance into your traders’ data, trading history, and multi-level IB system all at one place. This allows you to keep a closer eye on the business process. This feature includes vital metrics such as e-wallet transactions, withdrawals, deposits, IB, and much more.
Why Us
Staff Role Management
It is essential to run the team using a practical hierarchy system. The admin may use this feature to grant each employee the rights and permissions they require depending on their job duties, making it easier to manage the work. With ForexCRMSolutions, you can easily provide internal access to your devoted staff if you are the admin.
Affordable Pricing
This is probably one of the best things about CRM systems from Techysquad. With this feature, you can keep track of the client’s records for each month, quarter, and annual. Some important analytics that are covered by this feature include e-wallet transactions, withdrawals, deposits, IB, and much more.
Ticketing Support System
The Support Department’s mission is to improve the speed of support response. The system includes a Live Chat, a Support Ticket System with ticket tracking mechanism. Multiple Support Channels in one location, all seamlessly connected. This helps in solving client’s problems faster.
MT5/Vertex Integration
We have all the features for FX CRM software to make trading and managing clients easier. With VertexFX, MT4 and MT5 integration on this trading back-office software, you can manage the whole software programme in an efficient way.
Real-Time Notification
Since the FX CRM platform is directly linked to the trader’s room, you can get updates on what the client is doing in real time. It means that if a client does something, this CRM for Forex Brokers will let you know right away.
E-Wallet
Every client has their own E-wallet. People think of this E-wallet as the link between funds and trading. Our E-wallet can handle a wide range of transactions, such as MT5 to E-wallet and E-wallet to MT5, E-wallet to E-wallet, IB commissions and E-wallet, and so on.
Payment Gateway Integration
We have all the features for FX CRM software to make trading and managing clients easier. With VertexFX, MT4 and MT5 integration on this trading back-office software, you can manage the whole software programme in an efficient way.
Integration With Crypto Payment Gateway
Cryptoliink a turnkey solution for cryptocurrency payments by Techysquad, integrates with Back Office CRM
PAMM
Integrate Forex Back Office CRM with PAMM by Techysquad to open shared investment accounts on your MT 4 or 5 and VertexFX trading platform with an easy-to-use trader’s room.
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