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.

Fx Nice - Client Profile

Fx Nice is an internet brokerage and investment company that enables its clients to invest in foreign exchange market, commodities. They aim to build a long-term relationship with clients based on their corporate values of trust and performance. With the most advanced trading technology and services, the are making online Forex trading easy. The clients can enjoy the best of trading conditions in the industry. Additionally, they ensure optimal information technology security for clients. Fx Nice believes in adhering to the highest professional standards, the outcome of which is they are getting good response from all over the world.

Client Requirement

Fx Nice were looking for a Forex CRM and were in search of a solution that provides them with functionalities as well as the flexibility to mould it according to their requirements. The main concern for FX Nice was the modification they wanted to have in the CRM. So we got them in for:

CRM & Trader’s Room Self Hosted version
CRM integration with the website
Web-forms in their website

Our Solution

Keeping in mind the requirements of Fx Nice, we pitched them with a solution that fits in the best. The self hosted CRM was perfect quick fix to their customizations. We had them with an auto live account approval along with the customized customer verification process. A major change that they realised later was the integration of web-forms into their website and adding modifications in the sales profile. So we added website forms into their website. Now with the self-hosted version, Fx Nice can open unlimited live accounts and also have access to all the future updates.