What is Forex CRM Agency?
A forex CRM agency is not a typical agency that offers marketing or other creative services. It is also known as a Forex CRM provider. Instead, they specialise in developing and selling Customer Relationship Management (CRM) software specifically designed for the needs of forex brokers and traders. One of the key functions of CRM is that it is a tool that helps businesses manage their interactions with customers and potential customers.
About Forex CRM System at Techysquad
At Techysquad, we make sure our customers have no problems by providing the best Forex CRM solution for MT4, MT5, VertexFx and cTrader. We have experts with in-depth knowledge and training and a team of experienced designers who create a secure CRM for you and your brokerage firms. We have a team of experienced developers to build your FX broker web development that will be very efficient and user friendly.
Quick Setup
Our team can do your setup in just 30 minutes. Monitor all your clients and their trading activity. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities.
Unlimited Users
Techysquad FX back-office software supports unlimited users or clients for trading. Advanced features including Client Portal, IB Portal and PAMM. Designed for Sales, Back office and Management teams.
N-Levels of IBs
At the point when an IB joins a dealer or other IB with an intermediary under his name, he gets repaid with multi-level IB commission tool.
Salient Features of Forex CRM Software
Despite the fact that an efficient CRM strategy should include a wide range of activities, it also relies on working software capable of automating with automation tools, tracking, and organising customer communication. CRM with full customization based on scale and target audience. Compatible with all mobile devices and lead management system.
At the point when an IB joins a dealer or other IB with an intermediary under his name, he gets repaid with multi-level Ib commission tool. This voracity is the thing that pours fuel to this extremely compelling business structure.
Individuals cherish it when they get paid on time. Our framework ascertains payments of your IBs continuously and conveys in an auspicious way.
Convenient Payments
See your dealers’ data, exchanging history and multi-level progressive system across the board put. This gives you better watch over the business procedure.
Simple Data
Our multilevel IB framework keeps an opposition going ahead among your IBs to get new merchants. Greater the volume of exchanges, higher the IB climbs in positioning.
Positioning Framework
Why Us?
Forex Solutions Services.
Using an operational hierarchy system to run the team is very important. With this feature, the admin can give each employee the rights and permissions they need based on their job roles, which makes it easier to manage the work. If you are the admin, it's easy to give your dedicated employees internal access with Techysquad, the Forex CRM provider.
Role Management
This is probably one of the best things about CRM systems from Techysquad. With this feature, you can keep track of the client's records for each month, quarter, and annual. Some important analytics that are covered by this feature include e-wallet transactions, withdrawals, deposits, IB, and much more.
Dynamic Reports
You can use this feature if you are having trouble with the website, the trader's room, or the FX back-office software system. It will give you the best customer service experience.
Ticketing Support System
We have all the features for Forex back office software to make trading and managing clients easier. With VertexFX CRM, MT4 CRM and MT5 CRM integration on this trading back-office software, you can manage the whole software programme in an efficient way.
MT4/MT5/Vertex Integration
Since the FX back-office platform is directly linked to the trader's room, you can get updates on what the client is doing in real time. It means that if a client does something, this CRM for Forex Brokers will let you know right away.
Real-Time Notification
Every client has their own E-wallet. People think of this E-wallet as the link between funds and trading. Our E-wallet can handle a wide range of transactions, such as MT5 to E-wallet and E-wallet to MT5, E-wallet to E-wallet, IB commissions and E-wallet, and so on.
E-Wallet
Techysquad FX back-office software has set up different payment gateways that can be trusted to make sure that all transactions are safe and secure. Since this trading CRM has different payment gateways, customers can easily choose the best way to pay for their needs.
Payment Gateway Integration
We can integrate any payment gateway as long as we have full API access, ensuring a seamless and efficient integration process.
Integration With Crypto
Payment Gateway
Integrate FX CRM with PAMM by Techysquad to open shared investment accounts on your MT 4 or 5 and VertexFX trading platform with an easy-to-use trader's room.
PAMM
Multilevel IBs
Envision notwithstanding merchants your IBs could sign different IBs up, and those IBs thusly could sign different IBs and brokers up. We call this multi-level IB logic for mt4 structure. The commissions include naturally without your inclusion in light of the settings you set once in your administrator interface.