To choose the right Forex CRM open source software for your business, you need to analyze your own needs, what is on offer, and with that what can you achieve.
It is really difficult to keep traders faithful to your brand. The days have long gone by when an easy instrument with payment reward for customer relations were sufficient.
An efficient forex CRM with back-office is very essential for the long-term success of any forex brokerage. It allows all the tiresome operational processes to be automated in an organized manner. By automating such tasks, you can focus on functions that very much need human intervention.
LaunchFXM provides the ultimate CRM back-office which was exclusively developed for forex brokerages. This accommodates extra features for the brokerage and its clients.
Our CRM improves the brokerage services that allow you to work more efficiently.
The back-office could be integrated with your brokerage’s CRM. Ultimately, you can integrate your trading platforms such as MT4/MT5 or any other trading tools with our CRM tool. It is also closely integrated with any of your Multi-Account Manager tools and the client portals which ensure flawless trading data passage.
With our years of experience, we confidently say access and authorization are the two main parts of the entire process. That being said, we made sure that you can create accounts and handle payments from integrated PSPs with our CRM.
Some of our main features are:
- Easy management of users and accounts
- Multi-level /hierarchical user structure with customizable access permissions
- Multi-level IB module with affiliate management system
- Liquidity and price feed management
- MT4 and MT5 connectivity
- Real-time trading data & overlook trading sessions
- Positions and orders management
- Sales & support system
- Reporting tools
- Payment gateway
Thus, LaunchFXM offers a higher level of Customer and Partner Experience which can be customized to your exact Business Model. Check our forex open source CRM packages.