CRM & Back Office Software
A bespoke CRM solution, rooted in years of experience with some of the world’s largest Forex brokerages.
ForexKit CRM & Back Office Features
Regardless of whether you are a full-on Forex professional, or a Forex industry newcomer, you must have already encountered the notion of CRM.
Simply put, CRM is a space, where a broker’s entire client database is stored. Starting from the point of registration ( email, phone number, documents’ verification), and all the way up to post-communication (calls, deposits, withdrawals and more).
Absolutely every department in a business uses CRM to uncover vital client information and strategize accordingly, be it for expansion, sales or marketing purposes.
Affiliate & IB Programmes
CRM is combined with Affiliate and IB programmes, as an all-in-one eco-system
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No need to access a separate system, and worry about data synchronisation/loss – the Forex Kit CRM has it all under one roof.
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Clients, IBs and Affiliates all start their journey in the same way, by registering a client account first. Because of this, a trader can easily be upgraded into a partner and you may cross-sell a partner to become a trader (and invest his commission into a trading account).
Compliance Friendly
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One of the most important and busy functions, the Forex Kit CRM Solution makes the life our the Compliance officer a breeze!
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Simple notifications of changes and a clean, easy interface to view documents and set statuses accordingly.
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Configure the CRM to your specific regulatory frameworks.
Documents Module
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Easy for clients to upload documents in a drag-and-drop environment for approval.
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Back office users can quickly and easily review uploaded client documents as part of a gallery, with notifications when new documents are uploaded.
Integration with MT5 & MT4 Manager
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Direct integration with MetaQuotes MT5 and MT4 Manager to view immediate results
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Apply spread markup or commission to the accounts of your Clients
Internal Push Notifications
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Send messages via email and internally as a push notification directly into the client portal – messages such as upcoming important economic events, new high/low for a financial instrument, or simply an automated message like a birthday greeting.
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Push notification is also used for sending notes to colleagues inside the Back office function of the CRM.
Lead Allocation
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Use our wizard to define rule-based Lead allocation, such as by language or country, “round-robin” or by another method.
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Assigned leads are then only view-able to the Sales Manager and the assigned agent.
Many Brands or Entities Under One Account
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Configure your CRM to handle different corporate structures, with different legal entities and/or brands.
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Access points may be controlled, and each client in your system is flagged according to the entity and/or brand used to on-board him.
Clear Focus on Risk Management
Clear Focus on Risk Management
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Integration with third party verification tools, such as World-Check
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Simple risk management buttons to adjust client’ statuses, to approve, reject or decline applicants based on their World-Check report, uploaded documents or trading patterns.
Simple & Easy to Understand Interface
Simple & Easy to Understand Interface (GUI)
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Complicated menus, and hard to understand logic flows are a thing of the past with the CRM solution from Forex Kit
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We have worked hard to develop a GUI and UX in which even non-technical types thrive, easily finding the information they were seeking, and taking necessary actions.
Smart tagging system
Smart tagging system for quick look-ups and client management
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Choose from system tags and custom tags to categorise clients as “high net worth” individuals, those in need of a “call back tomorrow” or simply as “hot leads”.
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Tags are searchable and can be changed at any time.
Trading Platform Integration
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Create trading accounts – live and demo – in a straightforward logical approach, integrated with trading platforms such as MetaTrader 4 (MT4)
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The client wallet system makes moving monies in and out of trading accounts quick a simple
Transparent Reporting
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Create trading accounts – live and demo – in a straightforward logical approach, integrated with trading platforms such as MetaTrader 4 (MT4)
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The client wallet system makes moving monies in and out of trading accounts quick a simple
User Permissions or Roles
Configure User Permissions or Roles, Including cross-brand
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There are many different departments within a brokerage, and in the same way, different roles within departments.
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It’s no different within the Forex Kit CRM solution: a user is assigned a granular level user-role, which controls the data they can see and edit – from the Compliance Officer to Marketing Manager, customer support through to CEO, all users are catered for.
Video Compliance
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Cannot meet your clients face-to-face? This poses a problem for KYC checks. As ever, Forex Kit has the answer; video based compliance for a face-to-face meeting using a streaming video or saved video file, accessed via the Documents module.
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Remain compliant with KYC regulations at all times with this handy feature.
Wallet System
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Recreate real-life digitally! Created immediately upon registration, your Clients move their monies from banks, card providers and other e-wallets into their account wallet. From here monies are moved by internal transfer to the investment trading accounts they own
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Pay your partners directly into their Wallet. The commission they earn remains in the wallet until a withdrawal request is approved. Imagine if your Partners were also traders…
Web Based & Responsive Design
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A responsive and adaptive display – may be viewed on mobile devices!