Despite the fact that an effective CRM strategy should encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers.
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About our Forex CRM
A PHEASANTECH product, developed in 2016 to provide forex brokers & traders
Integration with Trading Platforms
The Forex CRM developed by Mewoc Technologies seamlessly integrates with popular trading platforms used in the forex industry. This integration enables brokers to synchronize customer data, trades, and account information between the CRM system and the trading platform. The integration eliminates the need for manual data entry and ensures a streamlined trading experience for both brokers and customers.
Comprehensive Client Management
Mewoc Technologies’ Forex CRM offers robust client management capabilities. It allows forex brokers to efficiently manage their customer base, including individual traders and institutional clients. The CRM system provides a centralized database to store and organize customer information, such as contact details, trading history, account balances, and transaction records.
Dynamic IB Commission
With Mewoc Technologies’ Forex CRM, IBs have a user-friendly interface to manage their downline effectively. They can view their downline’s trading activity, track their performance, and monitor commission earnings. The system generates detailed reports, providing transparency and clarity on commission calculations, ensuring accurate payouts to IBs.
Salient Features of Forex CRM
01.
Role Management
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the employees (according to their job roles) so that the work can be managed efficiently. If you are the admin, then you can easily provide internal access to your dedicated employees with Cloudforex – the best Forex CRM provider.
01.
Role Management
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the employees (according to their job roles) so that the work can be managed efficiently. If you are the admin, then you can easily provide internal access to your dedicated employees with Cloudforex – the best Forex CRM provider.
01.
Role Management
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the employees (according to their job roles) so that the work can be managed efficiently. If you are the admin, then you can easily provide internal access to your dedicated employees with Cloudforex – the best Forex CRM provider.
01.
Role Management
It is very important to manage the team based on an operational hierarchy system. This feature allows the admin to assign necessary rights and permissions to the employees (according to their job roles) so that the work can be managed efficiently. If you are the admin, then you can easily provide internal access to your dedicated employees with Cloudforex – the best Forex CRM provider.
Overall, Mewoc Technologies’ Forex CRM offers comprehensive customer management, seamless integration with trading platforms, and advanced analytics and reporting features. These capabilities empower forex brokers to efficiently manage their customer relationships, streamline trading operations, and make informed business decisions in the dynamic forex market.
