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.

Cube Forex - Client Profile

Cube Forex, an international online Forex and CFD trading firm offering access to a diverse range of trading products including foreign exchange, commodities, futures, and indices. Cube Forex with the help of Meta Trader 4 trading platform, provides advantage of high liquidity, tight spreads, mobile trading, technical analysis and much more.

Client Requirement

We were aware of the fact that to streamline the process of management, staff and Clients, CRM is a dominant tool. Cube Forex was established with a drive to make trading experience smoother for traders and become a leading brokerage firm. Thus we offered them:

CRM & Trader’s Room
CRM integration with the website
Web-forms

Our Solution

Client wanted a CRM to organize and manage the flow of his clients. His concern was to make the entire process so compact right from the lead generation to trading. They wanted to work with the system having an innate capacity. So here cloud Forex CRM was a perfect fit. As Cube Forex was in the start-up stage, the seeding model really proved to be a great asset.

CRM

Trader’s Room

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