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Client Portal App
- Informative One-Glance Dashboard
- Easy Document Upload for Approval
- Simple Live and Demo Account Management
- Convenient Money Deposit and Withdrawal
- Advanced Multi-Level IB Structure
- Quick Support Ticket Generation
- Knowledge Base (FAQ) for Trader Insights
- Comprehensive Trade and IB Report Analysis
CRM Mobile App
- Lead & Contact Management
- Account Management
- Payment Management
- Support Management
- KYC Management
- Interactive Dashboard
FX Bot App
- On-The-Go Support
- Complete Security
- Faster Sales
- Automated Response to Queries
- Timely Customer Responses
- Cost-Effectiveness
Chatbot Statistics
59 %
of total chats involve chatbot responses
0 %
businesses report faster issue resolution
0
chats are fielded by chatbots every month
Our Latest Blogs
Get some insights and information about the Forex Industry with the perspective of Cloud Forex CRM.
Leverate and Cloud Forex CRM: Setting New Standards in Client Lifecycle Management for Brokers
As always, the competitive landscape of the Forex ...
Customer Experience 2.0: Personalization in Forex CRM
For any Forex Brokerage, customer experience is a ...
How Turnkey Solutions Simplify Forex Brokerage Start-ups
Forex is an industry that demands strict adherence...
Choosing the Right PSP for Your Forex CRM: Essential Factors to Consider
In the Forex market where accuracy and efficiency ...