Skale CRM and Social Trading on MetaTrader

Finally, its intuitive user interface allows for easy onboarding of new traders and the ability to quarantine suspicious accounts. Customer Relationship Management is a technology designed to help businesses manage relationships with customers and prospects. For Forex brokers, CRM solutions provide a range of features that enable them to streamline their operations, stay organized, and better understand customer needs. Designed to forex crm suit small and medium businesses, it provides many features to help you manage your business, for example, those in line with sales pipelines, chatbots, and web forms to help you monitor and manage leads. The general features of Pipedrive include; monitoring communication through calls and e-mails, scheduling meetings, saving time, activity reminders like open API and webhooks, and features offering security reports and insights.

From full campaign management to an email marketing system not seen on any other Forex CRM, Syntellicore really has it all. Its customisable set of personal settings include, for example, the ability to switch between light and dark modes. In addition, an unlimited number of workspaces, market depth widget, branding of the client’s cabinet, and a long list of other useful features will give you the means to set yourself apart from your competitors.

Social Trading for MetaTrader

It is a program that adapts perfectly to the size of your company, with a great usability adaptable to any device and with the possibility of using it anywhere you have a network. Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support. FXOD CRM allows you to call customers as well as send SMS to individuals or customer groups. You can open and close transactions without ever switching from one tab to another. FX Mobile Apps The FX mobile apps will enable your clients to conduct a technical analysis of the Forex market.

  • As partners work their way up to IB-level 2 and IB-level 3 by fulfilling certain conditions, they become eligible for even greater rewards.
  • In a market where trading platforms, instruments, and trade assets are almost identical, delivering a superior offering may allow a broker to make a considerable stride forward over his competitors.
  • Intuitive CRM interface allows you to find everything at a glance starting from the inbox.
  • It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle.
  • By following these methods, you may locate the best Forex CRM system for your demands and objectives.
  • It is also crucial to ensure that the Forex CRM system you pick is equipped with automation technologies, which will allow you to enhance your productivity and efficiency.
  • We supply brokers with all core Forex Solutions which help brokerages start or improve their business.

Verification process is sometimes an uneasy one for clients due to Anti Money Laundering rules and Know Your Customer requirements. Forex CRM software should use the regulation technologies to complete this process without extra troubles. Good CRM allows you to see all your clients and their trading activity, control deposits and withdrawals, monitor KYC procedures, and execute your marketing activities. It is possible to dramatically increase the productivity of your brokerage operations by using the Trader’s Room from B2Broker, which is a SaaS solution.

EDR FinaCom certifies trading solutions of brokerage software provider UpTrader

Clearly, having a CRM is better than not having any software to manage customer experience. But given the increasing competition demands in the Forex trading industry, in addition to tighter regulations and the necessity of KYC and AML it is essential for a brokerage to use a purpose-built Forex CRM like Impact CRM. Leverate is a premium CRM system that is built to improve the performance of your Forex brokerage organization with integrated marketing and automation tools. CurrentDesk is one of the most popular Forex CRMs designed to track lead flow and convert leads into active traders. It provides numerous automated onboarding workflows that automatically assign new leads to appropriate sales representatives. It is a collaboration powerhouse that brings together sales, marketing, and customer service, allowing businesses to accomplish more tasks and share ideas instantly.

The Best CRM For Forex Companies

A white label trading platform is a pre-built solution that can be customized with your own branding and logo. This can save you time and money on development costs, and allow you to launch your platform quickly. One popular white label trading platform is c-Trader, which is known for its speed, reliability, and advanced charting tools. Several excellent systems with a wide range of functional CRM capabilities are available for Forex CRM software, but regretfully they lack technical support.

Over 150 Forex specific third party plugin solutions available in the scale marketplace, here are just a few

By usingSkale Forex CRMRevenue Management Platform the client has been able to provide innovative trading technology, superior dealing performance, and exceptional customer service throughout its customer’s journey. As the Forex market continues to grow, the need for efficient and effective customer relationship management solutions grows as well. The functionality of the FX CRM system consists of features based on the classical CRM software, but with an emphasis on trading and all the interconnecting elements that provide easy access to it.

The Best CRM For Forex Companies

Having a top-notch CRM system in your business is one of the most important choices you’ll have to make. A good Forex CRM system will provide you with the means to perform a wide range of functions as well as access to encyclopedic knowledge of your customer-base. The data extracted can provide you with information about customer satisfaction levels and can play an important role in transferring your leads into customers.


B2Core comes with a huge range of capabilities, delivering an innovative and unique bespoke service for clients. Its range of advanced features can be adapted for your particular type of organisation. In a minefield of CRM solutions, their functionality and quality can differ somewhat.

The Best CRM For Forex Companies

SugarCRM is a user-friendly platform built on open-source technologies like JavaScript and PHP to enable mobile computing solutions. It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle. SugarCRM has cloud portability, which allows you to switch data between public and private clouds depending on market conditions with minimal disruption. A multi-server copy trading solution that allows your clients to share trading signals and follow other traders.


The trader has their own account with $1,000, and can only see their own account. Social Trading is similar to MAM in many ways, but there is one important difference. Instead, each investor has their own account, separate from the trader’s account. Let’s say a trader has an account and several investors have invested money into it.

The Best CRM For Forex Companies

Hubspot provides a free trial version that supports small businesses and startups through their growth stages. Packages that can be accessed at a cost include; a starter package for $45 a month, a professional package for $450 a month, and a package for big enterprises for $1200 per month. Hubspot CRM allows you to access real-time sales performance reports and individual performance. This allows business managers to review and identify potholes so that teams can lay strategies for achieving success where it has failed.

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