Fully customized FOREX CRM that automates Back-office, Compliance and Sales cycles to process client’s application with automatic account opening, including applications approvals and rejections, complete activity log, full sales and accounts management, auto assign, multi-permission levels and more.
Covers all created applications and activities with instant updates for each department.
Integrating your trading platform APIs, payments and plugins for a full automated process.
Full control of work flow, display and layouts, permissions, reporting and much more.
Covering new users and actions updates for existing trading accounts and new generated leads.
Easy, secured and fast account opening process.
Auto assigned leads per language, branch and department.
Customized work flow and communication process.
Manage the performance, build your multilevel IBs Tree.
Track your performance, resources and spending.
Analyze the data and act accordingly.