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Customer Relationship Management - CRM

Manage your business and speed up your sales team with the CRM features and high efficiency

CRM is an important program for most companies. It provides you with the time and effort to keep track of your business and your employees smoothly and flexibly. It is an integrated CRM solution that automates sales, customer service and marketing operations, with an individual focus.

Make sure you can access your CRM system 24/7/365, just sign in with your browser anywhere and on any device. You can access your CRM system from anywhere with an Internet connection: in the office, at home, on the road, in a cafe. Sign in with your desktop, laptop, Mac, tablet, or smartphone.

Customer management gives full control over the supervisor to monitor potential customers and customers in a simple, friendly and easy way. It also lets you manage your users, sales and marketing easily by using reports and communicating with potential customers via emails.

Features of our CRM

Your data will be 100% secure. No one else sees it without your permission and you can download them all at any time. Your data is legal from your point of view.

Just a simple monthly subscription. And without expensive additional hardware or software that you need to buy, maintain or replace. There are no maintenance or upgrade costs, we do all the maintenance.

CRM automates the tasks salespeople hate and takes minutes to learn - not months. That means doing more deals and less data entry.

Plus, interactions are tracked automatically and transactions are displayed on one dashboard for total visibility without added work.


How Forex CRM Can Help?

Keeps You Focused

Forex CRM Solutions serve you a complete picture of your sales progression, while keeping your current customers in mind. You can identify and aim at individuals with great potential for future sales. Instead of taking mass marketing approach, Forex CRM focuses and fine-tunes your marketing strategies to make your efforts more productive. This will result in saving money as you aren’t spending your resources after individuals who will not fall in your customers list.

Easy Analytics & Reporting

As your sales and clients information both are integrated at one place together,

analysing and reporting of trading habits of all your customers are made easier

than ever before with Forex CRM Solutions. Forex CRM enables you with powerful

analytics and reporting tools that are not there in stand-alone systems.

Walking Hand-in-Hand

It becomes easier for sales, marketing and customer support people to speak the same language using Forex CRM Software. Instead of being separated due to system infunctionality or inability to access information, functionality and efficiency of all the departments across the organization increases.

Improved Efficiency

When you implement Forex CRM Software properly in your system, it replaces
manual processes that create significant organizational inefficiencies. Furthermore,
major CRM platforms integrates with other systems with ease, like marketing
automation tools and sales services to enable companies to communicate with
customers in far better ways than anything else.

Increased Accountability

When companies fall short at managing smooth relationships with their customers, chances are high that customers might step off the ride. Make sure that this doesn’t happen with you by integrating Forex CRM in your system. It also helps employees across departments to understand their responsibilities towards their customers and when something goes wrong, it’s easy to recognise problems.


Approach the data and sort it, sum it, follow it and send it out from the CRM as wished. No field or information is left behind.


Choose freely from tens of different predefined dashboards the ones that give you the most business value. Our Business Intelligence is powered by QlikView technology.


The Contact Center includes all the tools needed for carrying out phone campaigns, including activity tracking, reporting, QA analysis and so on.</p> <p>


The system contains practically unlimited amount of numeral reports that can be manually created, saved and published by the users.</p> <p>