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CRM Features

Welcome to the most feature-rich
CRM on the market
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CRM Features
We work hard to offer you the features you need to take your brokerage to the next level andto develop the finest forex trading CRM and back office tools on the market. Each and every one of our tools was developed as a module, meaning that they can quickly and easily be added to your CRM. This means that you’re not forced to pay for a tool you don’t use,and if there’s something missing that you see as vital to your business, get in touchand we’ll work together to develop it.
  • Modules
  • IB
  • Marketing
  • Rewards
  • Reporting
  • API
  • Additional
  • Brokeree
Instant Message Module
Enhance your client interactions with our innovative Instant Message Module! Enjoy the convenience of integrated messaging platforms. Streamline communication, improve engagement, and seamlessly integrate with your CRM.
Custom Pages Module
Unleash the potential of the Custom Pages Module! Create dynamic and unique pages in your client area to boost client engagement. Personalize experiences, build trust, and enhance client satisfaction. Tailor your client area effortlessly with full customization today!
Local Depositor Module
Enhance client satisfaction with the Local Depositor Module. Assign local depositors to manage transactions efficiently with precision. They can seamlessly approve or decline client requests using internal wallets. Streamline your CRM’s financial operations with ease!
Trading Calculator Module
Transform client trading routines with our advanced Trading Calculator Module! Seamlessly integrated into client areas, it offers dynamic calculations for pip price, margin amount, and instrument spread. Tailor instrument lists to meet brokerage needs and enjoy full MT4/MT5 compatibility. Enhance trading efficiency with our calculator module!
Instant Withdrawals Module
Offer fast and seamless withdrawals with the Instant Withdrawals Module. Set custom limits, automate processes, and ensure smooth financial management. Revolutionize client satisfaction with instant withdrawals!
Account Fees Rules
The Account Fees Rules feature automates commission deductions within the CRM system upon application approval. Brokers can configure rules to define how and when fees are deducted from different client accounts. It also automates the creation of new trading accounts, making the system efficient and tailored to various client needs.
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the way you do business?
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