G2

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.