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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.
Transparent and Profitable Commission Structure: Key to Motivating IBs
To beat the competition and stay ahead in the Fore...
How Multilingual Forex CRM is a Game Changer in 2025
Brokers must bring new ideas to continuously keep ...
AI-Driven Insights: The Future of Forex CRM Mobile Applications
The interaction between brokers and traders demand...
Top 5 Ways IB Modules Empower Introducing Brokers
Introducing Brokers (IBs) portrays a crucial ident...