Streamline your entire brokerage operations in one single platform. Built specifically for forex brokers, this powerful yet intuitive platform can manage all the operational activities. Right from registering new leads, tracking demo applications, IB administrations to processing deposits, withdrawals, and KYC, this Forex CRM tool does it all, and very efficiently.
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Simplify menial tasks and focus on turning leads into traders. Register leads directly from your landing page into your CRM and track all follow-ups, contact information, customer behaviour and more within your Forex CRM. This allows your sales team to focus on the leads that are more likely to convert without setting manual reminders.
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Is your Fx brokerage partnering with multiple fund managers, introducing brokers, and other affiliates? No problem! Track and automate commissions under the multi-tier management system to ensure the transactions are error-free. Assign role-based access to all your partners so they can manage their customer data effectively. Furthermore, the comprehensive dashboard allows you to glance at all trading activities, payments, withdrawals, profits, performance and more.
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Firstly, the trading platforms (MT4/MT5/ Web and Mobile traders) are integrated with the Sanfrix Forex CRM, making it effortless to track all trading activity. Additionally, any communication tools of your choice can be integrated into your Forex CRM, such as emails, SMS, VoIP, chat, webinars and more giving you a 360°overview of your customer. This improves productivity in your team, eliminating the need to switch between multiple applications to retrieve customer conversations. Moreover, your customer service and sales teams can schedule tasks, followup calls, meetings to ensure that no customer is left waiting. This boosts customer retention and improves overall customer experience.
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Fulfill all your KYC, AML and other compliance needs by collecting customer documents and storing them in your Forex CRM. Thereafter, automate all approval processes by delegating these tasks to your compliance team. The entire customer onboarding and account opening process can be simplified with the Sanfrix Forex CRM since it’s directly integrated with the client cabinet or the trader’s room leaving no holes in the system.
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The Sanfrix Forex CRM can be seamlessly integrated with MT4/MT5 trading platforms in addition to our mobile and web trading platforms. The two-way integration ensures there are no limitations. Additional platforms can be easily integrated as well. This lets you gain full access to all trading information such as customer balances, withdrawals, deposits, and other risk indicators.
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Your Forex CRM can be deeply customized to meet your brand guidelines such as your logo, color palettes, etc. making your brokerage look more professional. It can also be personalized to your business model, by incorporating payment solutions, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS and more on demand. Sanfrix offers a fully customizable CRM specific to forex brokerages, that are reliable and easy-to-use.
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Generate various insightful reports and customize them to see the numbers that are most important to you. The advanced reporting system and the comprehensive dashboard allows you to visualize and automate reports based on trading statistics, transactions, balances, leads, revenue, comparisons, manage risk, view trading patterns and customer trends within your sales team, IBs & other MAMs. Every report you can think of can be built within your Forex CRM.
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All-in-One Management Platform
Lead
Management
& Customer
Journey
Multi-level
IB & Partner
Management
Unified
Communications
Tracking
KYC Process
MT4/MT5 Integration
Customization & White-labeling
Insightful Reporting