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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.
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...
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 ...