Trusted by the fastest growing companies
View More
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.
Choosing the Right PSP for Your Forex CRM: Essential Factors to Consider
In the Forex market where accuracy and efficiency ...
Know About Predictive Analytics in Forex CRM: Market Trends and Risk Forecasting
In this unpredictable roller-coaster called Forex ...
Using Forex CRM Effectively: A Comprehensive Training for Your Team
Like any other industry, Forex would need effec...
Essential Forex CRM Features To Enhance Your Trading Platform Productivity
A significant step in the journey of Forex Brokera...