Broker CRM

Broker CRM

Customer Relationship Management is a combination for internet, software and functionality. In a broader way it is a method or management between customer and organization. The CRM system interface permits users to generate emails from the system itself and keeps track of all communication that you may revert too later on for review. This unique Forex CRM system is easy to use and operate.

Higher level of customer relationship management tools which nurtures its reliability towards your products and services, thereby improving your revenues. All our Customer Relationship Management Services execution depends on client's preferences. We thoroughly understand customer's needs and its behaviors depending onto the same provide strong relationship solution software. It is more of a business philosophy than of a technical solution.

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Management

Your personal management at hand with Prixim FX CRM suite,manage each role performed by each department whether its financial or compliance, employee or client, you have the benefit of control.

Analytic

Daily tracking from financial to performance to marketing, have the power of insights in realtime, keep track of leads, customers, employees and finances in one dashboard.

Finance

Complete control of your business pay-outs, marketing funds, as well as company funding such as deposits, withdrawals, credit- in and out, a financial planner and administer in one tab.

Marketing

A system designed for elevating brokers, having the capability of exposing a company in a short matter of time, whether its partnerships or IBs, emails, or landing-pages, everything a marketer dreams of.

Report

A unique reporting system, each data entered is reported and categorized depending on the brokers well, whether its marketing or finance, funding or managing, a one of a kind reporting system.

Administration

Administrate your departments and your employee roles in your company as well as users using your system. Advanced permissions that support complex hierarchical
structures.

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