Can the Hosting be done on Our Server?

As we respect the data privacy of the client’s data, we never host any database on our server, it's always hosted on the client’s server but as the core application has our proprietary rights we host it on our server. So ideally we never share the source code.

How am I bound for the CRM contract?

The minimum tenure to continue the CRM subscription is 3 months, which is the first 3 months as we accept payments only Quarterly basis. If you want to discontinue after 3 months, you need to inform us at least before two weeks of the expiration of the first quarter.

Do I need to Sign an NDA?

We get one documents signed which is called EULA, this document protects the rights and obligations of both the parties.

How can we be eligible for any future updates?

As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost.

In how many days I can start using Cloud Forex CRM & Trader’s Room?

We have a prerequisite list of different components needed to integrate the CRM with your Trading Platform & Website, once we have all this information in place it takes about 5 working days to integrate the system.

Can I get more than one language for CRM and Trader’s Room?

Currently, we already have 5 languages integrated apart from English, if you need any other languages to be integrated, we will get it done for you with no extra cost, provided you give us the translation.

Why CRM and Back Office Management are important in Forex Brokerage?

What's the most effective part of your brokerage firm that makes it successful in the market? Well, many of the brokers would believe that the right choice of a trading platform, payment gateway options, or some specific Forex license is responsible for their achievements. Even we agree that these components play a major role in making your business a success and most of the brokerage firms adopt these solutions which are almost one and the same everywhere. Then what makes your firm stand out and distinct from others? Well, there is a product which has become an integral part of the brokerage firms now a days and that is none other than a Forex CRM! It is been liked by both the Brokers and the traders as the CRM influences both front and back-office workflows.

Let us make it clear for the beginners the actual meaning of the CRM and Back Office:

Forex CRM:

Now if you are a beginner or start-up brokerage owner, you must understand in detail what a Forex CRM System is and why all of the successful brokerage firms have already adopted this component in their system as a default requirement. A CRM System allows brokers to manage each and every process within the firm with effectiveness and efficiency. With the help of a vast variety of reports, you can be able to view your firm's business from every point of view. Being an owner you can divide the processes and roles based on the overall working system of your firm.

Moreover, the Forex CRM system turns out to be a highly integral part when it comes to third-party services like KYC providers, payment providers, etc. High-end CRM software will provide you and your traders the ultimate functionality with diverse reports and statistics that will be very helpful for your sales team.

The main components that any good CRM should have are:

All in one Management Platform and an effective dashboard
Lead Module which will be able to track the customer journey
IB management Module
Dynamic Reports Module
Payment options
Customer Support Portal

Back Office Management:

As all the administrative tasks and the handling of the process is being done by your back office team, it is very important to have a strong and long-lasting team for a success-seeking brokerage firm.

Administrative management includes a smooth functioning of your brokerage firm, at the same time you should be able to attract and handle new clients well, Withdrawal and deposit permissions provisions, and also a little knowledge of accounting will help your team handle client's transactions efficiently.

Being a broker, you should be able to provide all the modules, features, and services to your customers and also some extraordinary offers which your competitors in the market are not giving.

For more detail like how Cloud Forex can help you set up your firm and acquire the best Forex CRM, contact us on www.cloudforexcrm.com or Skype us at https://join.skype.com/invite/PDjMZB2m6shc