Forex CRM
CONDUCT ALL CLIENT OPERATIONS WITH EASE
Any retail brokerage must have a CRM system. We have created a robust forex CRM to assist you in keeping in touch and interacting with your Forex traders.
MT5GreyLabel offers a state-of-the-art Forex CRM to help you grow your Forex brokerage business. We are dedicated to providing a better client experience and pleasure. MT5Greylabel Manager is connected with the Trader’s Room; it is tailored to the Broker’s specific business requirements and maximises existing intricate processes through user-friendly approaches.
ABOUT FOREX CRM
A CRM and a variety of business management software are required to maintain/manage your client/forex broker and business. Our CRM system includes all of the capabilities you need to handle your Clients, IBs, Stuff, Business Activities, Marketing Activities, and other things from a single dashboard. The characteristics are listed below.
This new CRM is divided into three sections: the admin area for administrative tasks, the client area for client activities, and the IB area for IB activities.
TRADER ROOM
The Trader Room (Client Area) is where your clients will do all account-related activities other than actual trading. Consider the Trader Area to be your client’s main point of contact with your company.
- Stunning Responsive Design.
- Open Live/Demo Account
- Manage Profiles
- KYC verification
- Support Ticket System
- Security Management
- Deposit / Withdrawal management
- Deposit / Withdrawal reports
- Wallet Operations
- rade Report
- Trading Account Management
IB PORTAL
Increase your brokerage’s growth and potential by utilizing Trader’s Room multi-tier capabilities to extend your IB business (IBs inside IBs). Hiring IBs is the most efficient and reliable approach to expand your client base and network. Your brokerage will stand out and your IBs will be more motivated if you provide a multi-tier IB structure.
- Ability to offer sub or tiered IB structures.
- Rebates distributed in pips or money values to multiple sub IBs
- Open Partner Account
- Manage Profile
- Customizable Symbol-wise spreads
- Transfer balance
- Client Report
- Client's Trading Report
- Income Report
- Withdraw Report
- Clients List
BACKOFFICE
An excellent back office and CRM solution to oversee, control, and run the operations of all brokers. Our CRM is the greatest broker management software since it has lead generating tools, KYC Management, an innovative client management system, and all financial data.
- Stunning Responsive Design.
- Client Management
- IB Management
- Staff Management
- Support Ticket System
- Security Management
- Deposit / Withdraw Management
- Trading Account Management
- You have complete data privacy; your information is never shared with third parties
- Notification System
Here are some benefits of our Forex CRM
CRM ORIENTED BY BROKERS
Every feature we provide in the forex CRM platform has been tailored to the requirements of FX brokers.
BUILT TO PERFORM
Utilise our Forex CRM to increase your effectiveness by including branding and automated capabilities.
SMART DASHBOARD
You can obtain all the information you want in one location by using a single integrated dashboard that are complete in all aspects.
EASY INTEGRATIONS
The affiliate systems, emailers, payment gateways, live chats, and other systems may all be smoothly linked with MT5GreyLabel Forex CRM.
PERFORMANCE TRACKING
Keep tabs on the sales and IB team success rates for your brokerage both collectively and individually.
CONTROL ACCESS
To achieve the highest level of data security, grant each employee with only the rights they need.