The Ultimate Forex CRM & Back office
In the past few years alone, we’ve served thousands of clients and completed four technology transformations.
We help our clients develop the culture and capabilities needed to be agile and innovate ahead of the market, long after we’ve left. This is change that matters.
Our CRM features
Got your control?
Well, what you've got
controllers
Sales Tools
- Lead follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storing of all VOIP calls
Finance Deals
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Various payment systems connected
- Internal money transfers between own accounts
- IB money transfer to his referrals
IB Management
- Multilevel partnership program
- Create different IB schemes
- Full access to all IBs with exceptional easy of use
- Limit access of employees to your most important client data
Compliance
- KYC integrated process
- Specific and complex Client monitoring
- Complete ‘company document’ area
Regtech & Reports
- Reports for the regulator
- Any report of your choice is available
- Make-your-own customizable report feature