Techysquad Forex CRM is a specialised Customer Relationship Management system designed for forex brokers to manage client relationships, trading activities, marketing campaigns, and regulatory compliance.
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.
Why Us
Forex Solutions Services.
Role Management
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.
Dynamic Reports
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.
Ticketing Support System
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.
MT4/MT5/Vertex Integration
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.
Real-Time Notification
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.
E-Wallet
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.
Payment Gateway Integration
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.
Integration With Crypto Payment Gateway
We can integrate any payment gateway as long as we have full API access, ensuring a seamless and efficient integration process.
PAMM
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.
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.
Questions ? Look Here
Techysquad Forex CRM offers client management, real-time trading monitoring, automated marketing, KYC/AML compliance, Multilevel IB and instant rebate, reporting and analytics, multi-language support, and a customisable user interface.
It includes KYC and AML tools, secure data storage, audit trails, and automated reporting to ensure regulatory compliance.
Yes, Techysquad Forex CRM is highly customisable. It allows you to tailor the user interface, workflows, and features to match the specific needs of your brokerage. This ensures that you can create a personalised and efficient CRM system that aligns with your business processes and goals.
It uses advanced encryption, access controls, regular security audits, and complies with international data protection regulations to ensure data privacy and security.
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