Forex CRM

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About Forex CRM

Deep Dive with Clara AI

DivulgeTech Forex CRM is a modular CRM platform built for forex brokers operating MetaTrader 4 and MetaTrader 5. It provides native MT4/MT5 synchronisation, enabling real-time account, balance, and trade data exchange between the trading environment and the CRM back office. Key features include client management with automated KYC document verification, an introducing broker (IB) portal with multi-tier commission and rebate tracking, a back-office module for deposit and withdrawal management, 100+ payment gateway connections with multi-currency and cryptocurrency support, role-based access controls with two-factor authentication, full white-label configuration, and REST API endpoints for third-party integrations. The platform is built for regulated and emerging forex brokers across European, Middle Eastern, and Southeast Asian markets who need a compliant, scalable back-office solution.

Pricing

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

82%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Not available

Organization Types Supported

Not available

API Support

Modes of Support

Not available

Forex CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

82%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Financial Services CRM Features

Document Management

Ability to store and manage various information and documents in electronic format.

Integration with Financial Systems

Sales Pipeline & Opportunity Management

Contact & Account Management

Client Relationship Management

Compliance & Regulatory Tracking

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Forex CRM Pricing

Free Trial

Not available

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