CRM Standard is one of the most innovative solutions for the broker. This allows you to integrate your account with multiple accounts available on the server. CRM Standard also connects with your trading platforms as well as whitelabel solutions easily. So this system solution works with any trading platforms no matter which one you use. This CRM Standard also comes with customization as per your business needs option.
By using CRM Standard, you can provide profile access to your traders along with all the required tools which are necessary for managing the transactions, partner system, leads and more.
You can also manage the leads, existing client’s buying and selling history, demographics and more so that your sales team will perform cross-selling and up-selling. It also maximizes the potential of business by effectively integrating data and tracing the communication for future reference.
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