Our Trading CRM Technology
Finabits CRM in an innovative product designed to simplify the lives of forex brokers and traders. our powerful platform offers intuitive feature and tools to enhance the trading experience , while providing valuable insigh and support to our clients.
- Efficiently manage your accounts with our robust platform. Get up and running with our speedy deployment process.
- Effortlessly manage your IB account with our intuitive platform .
- You can focus on trading, while we take care of the backend with our comprehensive Forex CRM solution.
Features of Forex CRM
What we suggest
Forex CRM Admin
- Forex CRM system is a specialized CRM software tailored to the needs of Forex brokerage firms.
- It typically includes features such as client management, lead tracking, trading account management, communication tools (like email and live chat), marketing automation, and reporting/analytics.
- The CRM system helps brokerage firms streamline their operations, improve client engagement, manage leads effectively, and track the performance of their business.
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Forex Back Office
- A Forex back office refers to the administrative and support functions of a Forex brokerage firm that are necessary for the smooth operation of the business.
- These functions typically include tasks related to compliance, risk management, customer support, account management, finance, and administrative duties give me this like arrow -right formate
Forex Trader's Room
- A Forex trader's room, also known as a trader's cabinet or client portal, is a secure online platform provided by Forex brokers to their clients
- It serves as a central hub for traders to manage their trading accounts, access trading tools and resources, perform financial transactions, and interact with the broker's services
Here are some of the Benefits of CRM
Better Decision-Making
Customer Relationship Management (CRM) systems play a crucial role in facilitating better decision-making within organizations.
Scalability
Scalability in the context of CRM refers to the system's ability to handle growing amounts of data and transactions without compromising performance.
Sales Growth
sales growth is a crucial metric that reflects the effectiveness of a company's efforts in managing its relationships with customers and prospects.
Deposit/Withdrawal
Our Pricing Plan
PIP MASTER
$900 / month
$9k / Year
- SETUP FEE-1000 USD + 900 USD/Month(To be paid Quarterly USD 2700)
- Lead Management
- KYC Management
- Admin DashBoard:Transactions Management
- Live Account Management
- Website Design & Graphics - 500 USD
- Training Session - 1 Free
- E-Wallet
- Reports
Trade Pro
$2500 / month
$28k / Year
- SETUP FEE -1000 USD + 2500 USD /Month (To be paid Quarterly USD 7500)
- CRM Mobile Applications (Inclusive of Android and IOS)
- Premium Chat Support
- Multi level IB support upto 10 level
- Dedicated Server
- Email Services - upto 30k
- Dedicated 1 resource
- Execlusive Support - web
Forex Elite
$1700 / month
$19k / Year
- SETUP FEE -1000 USD + 1700 USD /Month (To be paid Quarterly USD )
- Advanced Filters in each Module
- VPS Server & IB Module
- Multi Level IB Support upto 3 level
- Group Mapping Support
- Auto Switching Payment Gateway
- Ticketing Module & FAQ
- Website Design & Integration
- Notification Module: SMTP
- E-Mail Services
Custom
- Please Connect With Sales Team
- Mobile APP Android - $1000 + setup fee $1000
- Mobile APP IOS - $1000 + setup fee $1000
- Multi Brand : $800 Per extra Brand
ADD ON
Wallet
- A Forex back office refers to the administrative and support functions of a Forex brokerage firm that are necessary for the smooth operation of the business.
- These functions typically include tasks related to compliance, risk management, customer support, account management, finance, and administrative duties give me this like arrow -right formate
Frequently Asked Questions
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What is a Forex CRM?
A good Forex CRM is the heart of a retail brokerage and is a vital tool for the optimal functioning of any business. With today’s increasing competition and industry demands, operating a brokerage is tougher than ever when it comes to taking care of your clients needs. A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. A Forex CRM is therefore a main consideration for a professionally run business, enabling you to efficiently handle all your clients needs and one which will ultimately help you get the edge over your competitors
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What are the key features of a CRM system?
Key features of CRM systems typically include contact management, sales automation, lead management, marketing automation, customer service and support, analytics and reporting, and integration capabilities with other business systems.
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How does CRM benefit businesses?
CRM benefits businesses by improving customer satisfaction and loyalty, increasing sales and revenue, streamlining business processes, enhancing collaboration across teams, providing insights for better decision-making, and fostering long-term customer relationships.
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What types of businesses can benefit from CRM?
Businesses of all sizes and industries can benefit from CRM. Whether you're a small startup or a large enterprise, if you have customers or clients, managing those relationships effectively can drive business success.
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How can CRM help with customer retention?
CRM can help with customer retention by enabling businesses to identify and prioritize high-value customers, personalize interactions based on their preferences and behavior, proactively address their needs and concerns, and maintain ongoing communication to build loyalty and trust.