Forex Employee CRM
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Forex Employee CRM
Beautiful on All Screen Sizes

The Personal Cabinet includes a customer relationship management (CRM) system.CRM allows the company to receive notices of potential customers and assign sales agents to them. After registration from the company’s employees, only minor customer interactions are required: deposits, withdrawal requests and technical issues. The system will track and record the history of customer actions inside the Personal Area and notify the selected employees of the case if the task requires their attention.

CRM can be an excellent tool for speeding up sales and marketing tasks: data can be exported and used for electronic mailings. The system interface allows you to send letters by e-mail directly from the system and keep track of all communications. Privileged users can always see how their subordinates perform and analyze any situations related to customers.

Dynamic Reporting

Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your Forex CRM.

Lead Management

Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business

Customer / Account Management

Managing your customers becomes easier and more efficient than ever before. Keep your customers happy and loyal by maintaining top level support throughout your business.

Multi-Tier IB System

The Techysquad IB System makes the management of IB simple and easy. It is a 3-M system: multi-tier, multi-campaign, multi-schemed. The system is assimilated to your business needs through your CRM, making it an easy-to-manage tool.