Explore our services
Excellent customer management
Exceed your customers' expectations: Thanks to the central source of information in CRM from us, you have a 360-degree view of your customers.
- Personal customer communication
- Professionelle Beratung
- Unique customer experience
Effective order management
Use ready-made templates across departments and simplify your entire quotation creation processes with us.
- Advance consulting team
- Your employees work more efficiently
- Ready-made templates
Detailed data analysis
Create custom reports and dashboards with drag-and-drop functionality for highly efficient customer analytics.
- Basis for data-based decisions
- Check all the information on the way
- Accessible and easy to use
Meet powerful CRM System integrations
A new system for managing all work processes with clients. Convenient filtration and information search system in the database. Easy transfer of the client from potential to active. Creation of trading accounts with a single click. Maximum efficiency of work due to the clear system of reminders and notes. Fast and convenient navigation through the open sections. Integration with personal accounts, reporting systems and the trading platform. User-friendly interface and dynamic design.
CRM software ensures better customer relations and greater sales. For retailers, CRM is an absolute must! It helps you keep track of all your deals and what you do with them. It can also help you keep track of the markets by allowing you to set up notifications when certain events occur, such as price changes or new announcements.
Customization of your needs
Your comfort is our priority. We can help you organize convenient and familiar functionality to suit your needs. High level of customization will help you work without stress. You will have all the tools you need at your fingertips.
Notification system
Specially developed system of notifications and reminders guarantees high level of managers' efficiency. All information about changes in clients is recorded and displayed in a convenient form. You can set an individual schedule of reminders and save all additional information in the special section.
KYC verification
To verify customer information, we have developed a flexible and convenient system of data input confirmation. One or more files are enough to fully confirm the identity and secure work of your clients.
Informative and easy-to-understand system
All necessary information is collected and displayed in one window. One click and the client is ready to deal. There’s no chance for error here, the entire system is designed exclusively for maximum ease and convenience of working with it.
Choose and customize your smart dashboards at a greatly reduced cost through our carefully chosen CRM partners.
- Regulatory compliance reports whenever you need them
- Support provided
- Automatic email notifications about all clients’ activities
- PSP integration (on request)
Advanced CRM System
For fast and high-quality traffic handling, we’ve worked on integrating most of the methods for affiliators. API documentation allows both the company and affiliators to fully operate with any traffic.
Crypto payments
We have moved away from traditional payment methods. Our developers have implemented a modern and up-to-date system of financial input by means of crypto-payments. Replenishment can be instant. All transactions are secured. Wide range of actual coins. Fast and easy coin tracking.
All kinds of reports
Direct integration with the reporting system allows you to get any information in a quality and convenient form. Reporting and uploading takes a minimum of time and has an information volume that you set. From the simplest to the all-encompassing report in a few clicks.
Benefit from maximum data protection by assigning specific permissions for the CRM access
Secure data storage system All database information and data will be stored securely. Our storage facilities are large enough to ensure your information is handled comfortably.
KYC :
Allow your clients to verify their accounts before conducting any financial activities on the platform.
Platforms :
Retrieve all your financial records from your financial operations recorded under a user-friendly table inside our space.
Funds :
Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms.
One system, multiple functions
Quotes and follow-ups
It can be used for preparing the quotes in a professional manner, using the custom quote template. It can handle the approval process with different scenarios and the documentation.
Proper capture and tracking of leads
- Any activity related to leads / quotes / customers can be monitored.
- Communication between teams can be captured with the system.
Automations
We support a variety of automations such as email notifications, task creation, estimations, reminders, announcements, etc. This helps to reduce manual effort for routine tasks.
Better management of lead generation
- Connection with the website, social media, emails, etc.
- Integration with lead generation channels helps save time and reduce errors.
Target Management
Prepare, manage, track and monitor sales team goals in CRM itself.
There are many other elements that make a sales team member unique.
- The real-time analysis including the surplus/deficit compared to the target.
- Goals can be set at the individual level, at the territory level, and at the team level.
Reporting
CRM supports the creation of reports in any combination and combination using the data captured in CRM. Our CRM also provides the ability to create new reports based on user requirements.
- The report scheduling option helps the user to save time.
- Have the regular reports delivered to your inbox at the desired time.
We enable brokers on their path into the financial markets by providing seamless connectivity, lightning-fast execution, and strong admin support to guarantee unbroken services.
Best Trade platform integrated
We provide the best trading platform for your clients to succeed. Simple mechanisms and the widest possible list of trading pairs will help you and your users get the best trading results.
100 %
Multiple trading account under one profile
100 %
Mobile friendly user interface
Do you have any questions?
Call us if you have any questions about products, implementation, or anything else.
Here you can contact us