CRM for Forex and CFD brokers
Why Choose CRM for Forex and CFD brokers?
You should choose this if you’re a Forex or CFD broker looking for a CRM tailored to your industry, with everything from client management to sales and partner tools, all designed to speed up your workflow and make life easier for your team.
Cutting edge CRM for Forex and CFD Brokers UpTrader СRМ was developed specifically for brokerage firms taking into account the specifics of online retail services in Forex. The new CRM is designed to speed up the task solving process and make the learning curve less steep for the staff. UpTrader CRM includes the trader’s area, back office (interface for the company’s employees), admin cabinet with flexible access settings for the manager, additional functionality for the staff and clients. Admin - you (general settings: payment systems, management, departments, 7 languages, google analytics, notification, trading platforms, specification, KYC, partnership rewards, etc.) Back office - your staff (bonuses and advertising campaign management, client support, deposit/withdrawal and partnership program management, etc) Client interface - your customers (trading and financial tools, comprehensive data) Partners - your partners (reports, marketing tools, management) Sales module - your perfect sales team (very friendly interface, good structure, planning deposits, charts, mails, calls, well organized clients’ data. Investment service for MT4, MT5 (pamm, mam, social trading)
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CRM for Forex and CFD brokers Introduction
What is CRM for Forex and CFD brokers?
Cutting edge CRM for Forex and CFD Brokers UpTrader СRМ was developed specifically for brokerage firms taking into account the specifics of online retail services in Forex. The new CRM is designed to speed up the task solving process and make the learning curve less steep for the staff. UpTrader CRM includes the trader’s area, back office (interface for the company’s employees), admin cabinet with flexible access settings for the manager, additional functionality for the staff and clients. Admin - you (general settings: payment systems, management, departments, 7 languages, google analytics, notification, trading platforms, specification, KYC, partnership rewards, etc.) Back office - your staff (bonuses and advertising campaign management, client support, deposit/withdrawal and partnership program management, etc) Client interface - your customers (trading and financial tools, comprehensive data) Partners - your partners (reports, marketing tools, management) Sales module - your perfect sales team (very friendly interface, good structure, planning deposits, charts, mails, calls, well organized clients’ data. Investment service for MT4, MT5 (pamm, mam, social trading)
How to use CRM for Forex and CFD brokers?
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Why Choose CRM for Forex and CFD brokers?
You should choose this if you’re a Forex or CFD broker looking for a CRM tailored to your industry, with everything from client management to sales and partner tools, all designed to speed up your workflow and make life easier for your team.
CRM for Forex and CFD brokers Features
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CRM for Forex and CFD brokers Tags
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