Trader’s Room includes a CRM (Customer Relationship Management System) that allows forex brokers to receive leads to sales and support agents to attend to their needs. Once signed up, traders, IBs, and other types of users interact with brokerage 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.
Pick a CRM Function:
Bill fills out the contact form on your websiteHe is requesting some details about your offers.
Jake is receiving website Leads per Admin settings
He is going to respond to Bill right from Trader's Room.
Bill decides to register a Live AccountHe fills out the registration form with required personal information.
Jake receives an email notification from the CRM
He will review Bill's information and approve his application.
Bill wants a practice demo accountHe fills out the demo registration form and receives demo credentials instantly.
Jake can see Bill’s application information
He can now reach out to Bill to see if he would potentially be interested in a live account later.
Bill wants to become an IBHe sends IB account request through Trader’s Room.
David is responsible for Partnerships
He will be attending to Bills' IB registration request.
Bill fills out the MAM registration form on your websiteHe is an experienced Money Manager.
Jacob is responsible for MAM requests
He is going to review and approve Bill's application, publishing his account statistics on the brokerage website.
Bill decides to invest with another Money ManagerHe finds one on the Brokerage website on the MAM rating page.
Since Jacob is responsible for investing requests
He received email notification from the CRM and approved the engagement.
Bill has recently moved and needs to update his home addressHe has uploaded new documents to the Trader's Room.
Jake has received the documents
He will now update Bill’s profile on Trader’s Room. Trader’s Room will push the update to all Bill’s MT4 accounts.
Bill decided to open another MT4 accountHe wants to practice trading in a different currency base.
David gets a notification
However, he doesn’t have to do anything, it’s just for his records.
Bill made a profitHe now submits a withdrawal request.
Jacob is responsible for this type of requests
He approves the withdrawal request and proceeds to make a wire transfer to Bill.
Bill transfers funds from one of his MT4 account to anotherSince his accounts have different currency bases, the currency conversion is performed on the spot.
Jake has access to the history of funds transfers
He can later refer to this type of activity on Bill's account.
Bill has just made an electronic deposit to his trading accountThe funds are instantly available on his MT4.
Jake can monitor payments history
He received email notification about deposits from the CRM for his records.
Bill is concernedHe submits the issue right in the Trader's Room.
Jake receives a notification and attends to the issue
He will respond to Bill and close the issue once resolved right in the Trader's Room.
… 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
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