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.

Best Forex CRM Modules | Cloud Forex CRM

Client Management

The Trader management system is efficiently designed with great flexibility. Through this Trader management system, the traders can easily post their queries and other necessary information on the portal. Every trader has unique portal access which is linked with the trading account. The traders can also directly upload important documents like Identification proof and Residential proof.

Support Management

To maintain the support system efficiently, the ticketing system options are provided in the FxCRM panel. With the help of the ticketing system, every query of the clients will be registered automatically on the server.

For the compatibility, it is also feasible to modify the structure of the ticketing system. Apart from the ticketing system, it is also feasible to change the front website settings. Thus, with the help of our support management system, it is easy to provide the best support to your traders.

Sales Management

In the Forex and Binary industries, it is very important to focus on the sales strategies. If proper plans are not maintained, then it is hard to achieve the sales target. To enhance the sales, the CRM system is designed with necessary features.

You can simply manage all the information regarding the marketing campaigns on the CRM platform with reminder facilities. Even Auto Email features are also efficiently added in our platform. With Cloud Forex CRM, it is easy to send emails to your clients, partners, and your teammates.

Task Management

It is very important to track the working status of the staff. To ensure the completion of each assigned work, proper reminders and mail system are also provided in the panel. The task management system in Cloud Forex CRM also includes a security check, which restricts the internal access without prior security permissions.

MT4/ MT5 Sync

To ensure proper details of the transaction and trading, all the data are synced with the MT4/MT5 account. Clients can easily manage their funds in their MT4/MT5 account. Also, multiple levels IB affiliate system can be easily maintained in the panel as per the requirements.

Features

Client Management

Support Management

Sales Management

Task Management

MT4/ MT5 Sync

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