We develop unique, end-to-end CRM solutions based on your brief. Professional integration with MetaTrader, customisation to match your brand identity and corporate security standards.
We do not offer off-the-shelf solutions into which you have to force your processes. Our team designs a CRM system from scratch to meet your specific needs. You receive proprietary, independent software that belongs solely to you and takes into account the specific nature of your dealing centre or brokerage firm’s operations.
Synchronise the work of your sales, marketing and back-office departments with the trading platform. Automatic creation of client profiles upon account registration, end-to-end monitoring of balances, deposits, trading volumes and KYC verification statuses in real time.
Created automatically upon account registration
Monitored end to end in real time
Monitored end to end in real time
Statuses tracked in real time
Full-featured mobile app for iOS and Android. Manage deals on the go, assign tasks to remote employees, and review real-time sales performance dashboards from anywhere in the world.