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CRM 2.0
High quality work with each client
-
Specifically for brokers -
brokers all over the world -
Multifunctional -
Favorable price
Brokerage service
is in the spotlight
- Open trading accounts for clients directly from the CRM
- Accept and process customers’ requests for money deposit and withdrawal
- Review clients’ trading results
- Carry out reviews of the company’s reports, managers, accounts
- Each registration in the Trader’s Room is tracked down in CRM
1 app 1000 opportunities
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Clients data sheets -
Clients groups -
Reporting -
Notifications -
Clients’ requests for technical support -
Clients money deposit and withdrawal -
Employees tasks -
Employees rights -
Actions -
Documents
The customer base is safe
- IP Whitelist makes it possible to limit the ability to log into CRM only to certain computers
- CRM settings allow you to hide any of the customers’ data from managers, such as phone, email, address and other contacts, or restrict their editing
- The manager can still contact a customer by clicking the "Call" button
For these reasons, Telphin, Alitel, and Binotel VoIP systems are already integrated into the CRM system:
For these reasons, Telphin, Alitel, and Binotel VoIP systems are already integrated into the CRM system:
CRM and Trader’s Room
are best friends
No confusions. All information changes in Trader’s Room will immediately appear in CRM.
From Lead to live account
Automatic client status change at every step.
- Lead
- Demo
- Live
Extended lead management capabilities
Reach even more customers with CRM's lead management capabilities:
- Group leads from different partners by desks and control their access
- Get timely information on leads using Postback
- Build flexible business processes using all of our API’s capabilities