Forex CRM

Forex CRM

Trader’s Room includes a CRM (Customer Relationship Management System) that allows forex brokers to receive leads (potential clients) and assigns sales agents to attend to their needs. Once signed up, traders and IBs require interaction with operations agents: attending to withdrawal requests and technical issues. Our custom logic keeps track of all lead or account history from inside the Trader’s Room and notifies agents in case any action needs to be taken on a certain task.

The CRM also allows for data to be exported and used for email blasts, making it an excellent sales and marketing tool. The system interface allows emailing right from the system and keeps track of all communication. Super users can create an unlimited number of agents and set up access-level, notifications, and assignment rules.

 

Enterprise-level CRM

If you already use a CRM or want to use a third party system, Trader’s Room will integrate with it. The most common choices for forex brokerage CRMs are listed below.

Salesforce for forex

SugarCRM for forex

vTiger for forex

TeamWox for Forex


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Benefits:

  • Dramatically reduce your time spent on operations
  • Provide traders with account access from mobile or tablet devices
  • Save time by enabling traders to provide personal info
  • Reduce double entry to zero

Customer Stories

… Kenmore Design have been able to develop security systems and integration of already in use suppliers as well as customize the whole back office to give our customers an almost android user-friendly learn-as-you go feeling. The CRM has helped our management team to verify that every member of our team is doing what they need to do as well as ensure that no customer is ever forgotten. As a result we have been able to increase our client base while keeping our support team small. This in itself will have our new back office paid for within 4 months.

Support has been awesome, the whole team …    Read the rest

Questions?

Call us: +1-617-381-4865
Skype: KenmoreDesign