Work smarter, not harder with a bespoke CRM

23 March 2022

Why waste precious time on mundane tasks or struggling with an inadequate system? Our unique Forex CRM system is designed to help you work smart, efficiently handling all your needs. With complete customization options, our interlocking modules can be tailored to meet your business demands.

Why struggle with a system that doesn't meet your requirements? It's smarter to find a system designed with your needs in mind. We can create a CRM that provides easy access to floating PnLs, simple client activity reports, deposit monitoring, conversion rates, and more. Everything you need is at your fingertips, allowing you to access data quickly and take action without any system issues.

No one knows your business better than you do. That's why we offer the perfect, customized CRM solution. Alongside customization, we automate tedious tasks like marketing emails, SMS, and pop-up messages. We even set reminders to follow up with clients on vital information, allowing your sales team to focus on more important work.

Time is money. It's that simple. We can reduce your administrative workload and let you get down to business. Here's a glimpse of what FX Back Office can do for you:

  • Bespoke CRMs

Customize and build your own CRM to focus on what you need, eliminating unnecessary features. Our tools can be fine-tuned as you go.

  • Sales automation

Efficiently manage your processes, from gathering information and leads to nurturing clients and closing deals.

  • Marketing automation

Automatically monitor prospects and reach out to them via email or other channels directly from your system.

  • Administrative automation

Streamline administrative processes across your company with automation rules.

  • Reminders

Set up reminders and alerts to automatically follow up with clients, saving your sales team from manually tracking each account.

  • Client journeys

Monitor and enhance the client's journey from prospect to paying customer, ensuring a seamless experience.

  • Analytics and alerts

Create your own alerts based on specific conditions and automatically contact clients or generate reports at preset intervals or when specific actions occur.

  • Data migration, backup, and processing

Automate data backup, migration, and processing at regular intervals, saving you time and providing peace of mind.

  • Password protection

Effortlessly create, monitor, test, and reset passwords across multiple systems, ensuring optimal security.

  • Enhanced security:

Prevent unauthorized logins, proactively search for attacks and infections, and restrict human interaction with sensitive or privileged data.

  • Activity monitoring

Monitor user activities and track their deposits within the system for enhanced oversight and control.

Experience the efficiency and effectiveness of our advanced Forex CRM system. Let us handle the technology so you can focus on what matters most – growing your business. Get in touch, and let’s work smarter.