CRM for Forex and CFD brokers Reviews & Product Details

Cutting edge CRM for Forex and CFD Brokers UpTrader СRМ was developed specifically for brokerage firms taking into account the specifics of online retail services in Forex. The new CRM is designed to speed up the task solving process and make the learning curve less steep for the staff. UpTrader CRM includes the trader’s area, back office (interface for the company’s employees), admin cabinet with flexible access settings for the manager, additional functionality for the staff and clients. Admin - you (general settings: payment systems, management, departments, 7 languages, google analytics, notification, trading platforms, specification, KYC, partnership rewards, etc.) Back office - your staff (bonuses and advertising campaign management, client support, deposit/withdrawal and partnership program management, etc) Client interface - your customers (trading and financial tools, comprehensive data) Partners - your partners (reports, marketing tools, management) Sales module - your perfect sales team (very friendly interface, good structure, planning deposits, charts, mails, calls, well organized clients’ data. Investment service for MT4, MT5 (pamm, mam, social trading)

Seller

UpTrader LCC

Discussions

CRM for Forex and CFD brokers Community

Languages Supported

English

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JB

jan jade b.

Piping Designer

Mining & Metals

Small-Business (50 or fewer emp.)

4/10/2024

"CRM for Forex is possible with Virtkick"

3.5/5

What do you like best about CRM for Forex and CFD brokers?

Trading using brokers made possible via virtual machines Review collected by and hosted on G2.com.

What do you dislike about CRM for Forex and CFD brokers?

There are none that I have noticed at the moment Review collected by and hosted on G2.com.

JO

John O.

Group fitness trainer

Enterprise (> 1000 emp.)

12/23/2021

"Clean and Efficient"

5/5

What do you like best about CRM for Forex and CFD brokers?

Navigation through the home page and different tabs is excellent Review collected by and hosted on G2.com.

What do you dislike about CRM for Forex and CFD brokers?

The search function can be glitchy, but overall, it will get you where you need to go. Review collected by and hosted on G2.com.

Recommendations to others considering CRM for Forex and CFD brokers:

CRM with Microsoft is just as good or better. Make sure to run a trial since it will need to communicate with multiple platforms. Review collected by and hosted on G2.com.

What problems is CRM for Forex and CFD brokers solving and how is that benefiting you?

Organization of leads and sales cycle follow-through. Also, we can break down different households based on other variables. Review collected by and hosted on G2.com.