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Forex CRM Solutions

Get Your Customers, Data & Sales Management All In One Place

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   Customer Relationship Management (CRM) primarily deals with Customers as the name itself makes it crystal clear.

   In addition, Data and Sales management solutions are integrated in the solution. It helps in organizing and keeping track of Sales and Customer details. Customers are at the core of any business, which makes Forex CRM crucial tool for your business.

  Spare a minute and imagine what if you misplace customer contact information, only to see how important it is to have a good Forex CRM Solution.

   Visualise your best sales people working on the same lead due to lack of proper communication between them; leading to unpleasant in-house competition. In absence of a centralized program to log and track interactions with customers, you might run out of time and lose your potential clients.


How Forex CRM Can Help?

Forex CRM Solutions serve you a complete picture of your sales progression, while keeping your current customers in mind. You can identify and aim at individuals with great potential for future sales. Instead of taking mass marketing approach, Forex CRM focuses and fine-tunes your marketing strategies to make your efforts more productive. This will result in saving money as you aren’t spending your resources after individuals who will not fall in your customers list.

As your sales and clients information both are integrated at one place together, analysing and reporting of trading habits of all your customers are made easier than ever before with Forex CRM Solutions. Forex CRM enables you with powerful analytic and reporting tools that are not there in stand-alone systems.

It becomes easier for sales, marketing and customer support people to speak the same language using Forex CRM Software. Instead of being separated due to system infunctionality or inability to access information, functionality and efficiency of all the departments across the organization increases.

Being in the business for a long time is always better; it makes your brand reliable in customers’ eyes. But even if you’re new in the field, an elegant logo can help you win the all-important ‘Trust’ in short period of time.

When companies fall short at managing smooth relationships with their customers, chances are high that customers might step off the ride. Make sure that this doesn’t happen with you by integrating Forex CRM in your system. It also helps employees across departments to understand their responsibilities towards their customers and when something goes wrong, it’s easy to recognise problems.


Our Distinct Services

Multi-System Integration

Forex CRM Software can be easily integrated with other systems like your MT4 server and your website & landing pages using APIs in no time. Plus, integration with your social media pages and your traders’ cabinet is also available.

Highly Secured

As Customer Relationship Management deals with loads of customer and employee information, it needs to be highly secured. Our Forex CRM Software will keep all your data safe and away from falling into wrong hands.

Easy to Use

No need of trained operators or specialized skills to use Forex CRM. It is familiar and easy to use for anyone who has basic computer knowledge. User Interface and all the functions in Forex CRM are designed keeping end user in mind.

Data Export

Export your data easily in many different forms like PDF and Spreadsheet for further analysis like region wise trading, employee performance and finding out your potential clients.

Managing Funds

Since Forex business is all about money exchanging hands, managing funds of all the customers can be a nuisance. Using Forex CRM will help you manage your financial logs precisely without any difficulties.

SaaS Supported

Software as a Service (SaaS) is basically application usage made easier by providing application-like user interface over the Internet as a service. Forex CRM is SaaS supported to keep you away from application installation and management hassle.

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