Business owners accord their companies in compliance with the current legislature, connect leading trading platforms and reliable payment providers, etc. B2Core CRM is a comprehensive white label software developed by B2Broker to serve business needs in the Forex and crypto markets. It combines the CRM, trader’s room, and back-office tools under one roof, which is easy to use and manage on all popular trading platforms.

Your sales representatives can access the CRM database anytime and create workflows to automate repetitive tasks, allowing them to focus on negotiations with clients. CRM also your marketing, recruitment and financial teams by providing valuable insights into current operations and forecasting business revenue. Having an established platform for carrying out daily tasks such as order execution, client collaboration, and live chat support is essential for modern-day businesses. Forex CRM is a business solution for companies involved in foreign exchange trading.

We offer completed Managed CRM software for your company

We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels. It can be customized to your exact business model and optimized to match your existing procedures. You can manage data, client interactions, IB administration and marketing activities in one centralized location, making information easily accessible for your employees. Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business. Syntellicore is a flexible CRM system developed exclusively for Forex Brokerage Companies who are dedicated to a higher level of Customer Experience.

Moreover, CRM integration with other systems should be straightforward so you can ensure it will accommodate your organization’s changing needs without any hassle. Multi-device compatibility
When selecting a system, make sure it is compatible with various web-enabled devices like desktops, laptops, and mobile phones. This ensures that your team can remain in contact with clients at any time.

Find out how CurrentDesk can help streamline your brokerage business.

Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. We can support any custom single-level or multi-level providers with automatic or manual management. By using Skale Forex CRM Revenue Management Platform the client has been able to provide innovative trading technology, superior dealing performance, and exceptional customer service throughout its customer’s journey.

A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. The Skale CRM is highly customisable ready in hours instead of days, maximising profits, minimising risk. We have many features for many financial products such as compliance & reporting ready for your broker business.

Our Commitment to Data Security

A provider of technology for multi-asset class execution, connectivity, aggregation, distribution and hub. 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. This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. The digital yuan innovation underwent tests and validation for two years before entering the mainstream market.

In the dynamic world of Forex trading, having the best Forex trading software is crucial for brokers looking to gain a competitive edge. The integration of powerful CRM solutions, brokerage software, and professional trading applications empowers brokers to streamline their operations, enhance customer relationships, and make data-driven decisions. By leveraging top-tier tools like the best Forex CRM, brokers can optimize their workflows, improve client acquisition and retention, and ultimately achieve long-term success in the Forex market. With the increasing reliance on mobile devices, a CRM mobile app becomes a critical tool for brokers who need to manage their operations on the move. The best CRM mobile apps offer full functionality, allowing brokers to access client information, manage leads, track tasks, and communicate with clients from their smartphones or tablets. These apps often integrate with other mobile trading platforms, enabling brokers to execute trades and monitor market movements while staying connected with their clients.

Sales Intelligence Market to Witness Massive Growth in Years to Come Zoominfo, Discoverorg, Insideview

You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. Their cutting-edge Forex CRM and liquidity solutions have propelled these vast numbers of brokers to take the lead, solidifying Broctagon’s reputation as a trusted partner in the financial industry. With these risk management tools, brokers can proactively manage and mitigate risks, protecting their clients’ investments and their own business. Seamless integration with trading platforms enriches your customers’ profile and gives you full access to trading information such as customer balances and customer transactions.

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