Explore how the Forex CRM software works
Easily capture leads from different sources, segment leads based on your own criteria, and track leads seamlessly. Leads can automatically be assigned to your sales team with integrated reminders and follow-ups.
Keep KYC verification, account setup, and paperwork simple with streamlined onboarding for fast client activation and a reduction of drop-offs.
Seamlessly integrate with MT4, MT5, or Vertex so your trading data, balances, and activities remain in real-time synchronization.
Track your clients' trades, deposits, withdrawals, and engagement patterns to create personalized offers with better retention.
Monitor your Introducing Brokers and affiliates with built-in commission calculations, performance reporting, and multi-level partnerships - all easy to track.
Solutions Offered
Discover the feature-packed Forex software solutions offered by Fourchain
The Admin panel lets you manage other aspects. Create user management like access control, role permissions, tracking fund movements, together with approval workflows for withdrawal requests, and create reports. You kept visibility around sales pipelines, marketing campaigns, compliance processes, etc.
A unique portal for your internal team members to manage client accounts for processing transactions, verifying documents, handling support inquiries, and monitoring IBs. With real-time synchronization across all platforms, your operations remain smooth and transparent.
A user-friendly portal that allows traders to deposit money, withdraw profits, track trading activity over time, and access account statements. They could also KYC with ease, communicate via chat, send secure messages, and upload documents seamlessly.
Here are the benefits of using a Forex CRM software for streamlining the process of forex brokerage platform
Allow client support at all hours with AI or chatbots for a never-ending source of instant responses. Allow clients to service common FAQ's, electronics-related questions, account queries, and trade enquiries without manual servicing.
Conduct targeted email and short message service (SMS) based marketing campaigns based on client activity and categorizing their interests and tendencies. You should be able to easily trigger offers, bonuses, or reminders to customers for better retention.
We implement various security procedures, including encrypted messages, and use payment gateways that are secured and verified by authorities, and use two-factor authentication to protect sensitive client and transaction data.
Sales, Marketing, Support, and Compliance teams can function in one shared system, making collaboration easier, minimizing the risk of mistakes, and enhancing workflow and efficiencies.
Easily obtain real-time dashboards with performance metrics, revenue tracking, and trader movement activity reports available when you need them. Make data-driven operational decisions that will help you create greater profitability and advance growth opportunities.
Provide your sales team with instantaneous access to lead tracking, synchronized client histories, and insightful performance dashboards to help you close your deals faster and with minimal effort.
Easily fulfill KYC, AML, and regulatory obligations with leading-edge compliance tooling, and automated verification and audit-ready data systems.
Fourchain’s Forex CRM software stands out with the following features
Set a variety of permission levels for administrators, managers, salespeople, and IBs so they can only access what they need to access Juniper.
Make customer service a smooth experience by implementing a ticketing system to keep track of objects, assign their relevant departments, and ensure they're resolved in a timely fashion.
Integrate your CRM with leading trading platforms to help you sync account details, trade history, and portfolio information in real time.
Providing various payment methods such as bank transfer, credit/debit card, e-wallet, or cryptocurrency will result in smooth deposit and withdrawal processes.
Support complex commission structures for multi-tier IBs and affiliates. Automatically calculate and distribute commissions based on performance metrics.
Drop us a line through the form below and we'll get back to you as soon as possible
Services
Resource Hub
Connect
Visit us
Follow
