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Brokeret Launches Innovative CRM Technology for Forex Brokers


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The main purpose of having a good CRM is to simplify the tasks that make the sales and marketing team more successful than others. Introduce Traders & Sub-IBs-The partners may also create their sub-networks. Limitless tiers of affiliate commission generation based on the criteria they set. Open position and trade management-Will be able to open and close trades for clients.

forex crm

You own your sales strategy while the Forex CRM software provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. As the company grew, its founders understood that they’d outgrown their current solution of using many different siloed Forex tools to run their business. One the market leaders in providing financial brokerage services in europe, contacted Skale CRM after seeing us voted BEST CRM software provider by AtoZ markets.

Multilingual CRM

Multiple Support Channels all in one place seamlessly integrated between each other. All the Skale systems are seamlessly integrated to MT4 and MT5 trading solutions for forex crm. Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. Deposits, withdrawals, trаding activity and any other custom reports can be created and automatically sent to your email.

  • Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base.
  • Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business.
  • B2Core is already integrated with major trading platforms on the market.
  • Now integrate the Meta Trader 5 Trading Platform with CRM software more promptly.
  • Allow your clients to protect their account and all the data there by simply connecting to Google Authenticator.
  • With the new developments, Brokeret CRM system is also designed to help brokers manage their onboarding journey in an easy and efficient way.

We can support any custom single-level or multi-level providers with automatic or manual management. Forеx is one of the largest and most profitable financial markets today. Account Application procedure comes equipped with a validation engine that helps you configure your Account Opening Application form the best way possible for optimum lead conversion.

Payment Gateway

A provider of technology for multi-asset class execution, connectivity, aggregation, distribution and hub. A turnkey solution with one of the best Trading UI on the market. Deep integration with B2Trader provides access to a huge variety of technical solutions such as 5 order types, trading API and much more. Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads.

As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities. The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge. A new generation of forex CRM, client cabinet and back office software. Easily create MT4/MT5 Live accounts with multiple Leverage options and Account Types available.

External CRM & Ticket Systems Integrations

We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2Core. Solution and will give you a personalized training of the functionality. Responsible people will be able to work with the procedures by moving them to a different status. Everything will be logged inside the event to keep track of everything.

forex crm

А client can view all their trading history, including balance operations and pending orders without having to log in to the trading terminal. А client can choose account leverage from the list approved by brokerage, execution type, and so on. А client sees the list of account types available at the brokerage and can choose the best one for them. UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / cTrader or any trading platform you want to connect to.

PheasanTech Forex CRM

The central bank recently removed a cap on exchange rates and the government raised fuel prices by 16pc. You will get this leading-edge software at a very affordable https://xcritical.com/ price and will be able to run it in the same way. We make it possible for every small or medium-scale enterprise to launch its forex platform affordably.

Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them. The broker’s staff approves/declines all deposits or withdrawals. XCritical’s solution helps different departments communicate, simplifies the work process, and speeds up routine actions.


We have a team of 30+ dedicated developers that are working on B2Core improvements and new features and we are always open for client wishes. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions. The Skale Customer Portal is pre-integrated with over 150payment forex optionsand other financial services provider. Increasing competition in the industry means that there is a requirement for a purpose-built platform that is especially designed to meet the precise demands of the Forex industry. There are many CRMs on the market but when running a Forex business, it is important to choose one that is able to specifically handle this kind of work.

Reach your traders by integrating your platform with your phone system, email sender, and SMS. Create automatic notifications for key events, margin calls, and marketing campaigns. LXCRM also provides Affiliate System integration, allowing brokers to automatically track their affiliates’ performance from one location. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL.

Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. That is how long it takes to integrate Forex CRM with your MetaTrader 4, MetaTrader 5, cTrader or any other trading platform. Another new development of the Brokeret CRM system is its support for multiple payment methods.

FXOD – The Optimum CRM

The better you know your customers, the stronger your relationships will be with them. Provide Web Solutions, VOIP Solutions, SMS connectivity, Bonus controls, Mass Media marketing, and many more. Offer completely coordinated facilitated interactive Forex trading site arrangement with a rich multi-language CMS.

While managing multiple introducing brokers, money managers, partners, and other affiliates at a time, handling interest allocation or partner commissions can be very much tricky or difficult. Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base. It allows brokers to create and manage any number of partners and set the commission settings also. Trader’s Room is where clients will carry out all their account-related activities outside of actual trading.

forex crm

The better the purchaser service access you can provide, the more loyal your customers will attract over time. This step is vital for every brokerage office that works in the market. It is this factor that distinguishes the most successful companies that continue to increase their customer base annually. Control your sales, improve your team’s communication with traders and affiliates, keep track of withdrawal requests, and help clients with technical issues. UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business.

A few years back, this was a recondite matter which was understood by only a few, but it’s not the same anymore. Today, we are able to gain knowledge about it through various sources and earn money using an application like Forex CRM. Create and upload any agreements you would like your clients to accept. You can choose whether to allow demo trading or real trading only. A feature-rich matching engine developed by B2Broker for high-loaded exchanges with a large number of clients.


Motivate clients to deposit more using the status system and its benefits. XCritical CRM provides advanced customer acquisition capabilities. You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages. Allow your clients to verify their account and consequently secure it using their phone number. Keep a journal on each of your clients which can be used for different purposes such as dealing, risk, legal, etc. A homemade anti-fraud system enables vulnerabilities from your end-users actions to be tracked.

XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place. Your sales and customer support departments will get to a whole new level, speeding up processes and helping traders with their needs. Besides, your client data will be stored without duplicates and errors. After the support staff of the brokerage company begins to use the solution web program actively, the profitability received from each purchaser increases significantly. Also, the office’s risk management can consider in detail how much time the trader spends on each client, and thereby increase work efficiency. Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for MT4, MT5 and cTrader brokers.

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