The Forex CRM
AJFX FOREX CRM
Forex CRM is the best software for developing strong relationships with your customers. It is also very useful for generating more leads for your business with the inclusion of important features such as lead management, MT5 CRM integration, scheduled reports, multi-level IB and more.
CRM (Customer Relationship Management System) on the Broker Side to perform Admin Functions such as setting up Roles and Workflows, Receiving Leads, Allocating Tasks and more.
Once signed up, Traders, IBs, and other types of users interact with brokerage agents: attending to tasks requiring Brokers attention.
Dashboard
AJFX CRM is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organization who are dedicated to offering a higher level of Customer and Partner Experience. AJFX is integrated with an intuitive Trader’s Room, it can be customized to match the Broker’s exact business model and optimized to match existing complex procedures through a user friendly approach
Multi-Level IBs Logic
AJFX CRM Multi-level IB system enables brokerages to exponentially grow their trader database. Thus, the brokers set the commission settings in an intuitive web interface and are able to see instant feedback. On the IB side the interface incentivizes IB registrations and streamlines referrals.
Sales Strategy
AJFX CRM is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organization who are dedicated to offering a higher level of Customer and Partner Experience. AJFX is integrated with an intuitive Trader’s Room, it can be customized to match the Broker’s exact business model and optimized to match existing complex procedures through a user friendly approach
Multi-Channel Marketing
Feature set
CRM AREA
- Customizable dashboard: a departmental overview.
- Clients listing and filtering, including configurable pre-saved views.
- Client profile including: Personal details, trading accounts, finances, notes, sales info, documents, registration logs and action logs.
- Sales and retention module, including configurable ‘client / sales agents’ auto-mapping.
- Trading accounts management: editable MT4/5* settings, finances, transactions history and balance operations, via MT4/5™ Web API.
Leads management module. - Integrated payment gateways APIs.
- 1-Click deposits and withdrawals.
- 1-Click funds reconciliation.
- Management dashboard: detailed financial overview and other elevated access metrics.
- Agents management, roles, permission actions and user logs.
- Extended departmental reporting.
CLIENT AREA
- One Global account per client, managing multiple trading accounts.
- Trading Account opening form and account management.
- Trading Accounts detailed overview including: performance and stats, finances, open trades, trading history and security settings.
- On-demand payment gateways integration.
- Internal Transfers, with built-in live pricing based currency conversion.
- Trader Dashboard including: Overall performance, insights and market trading hours.
- Trading Tools & Widgets including: margin calculator, pip/point value, swaps calculator and currency converter.
- Compliance section: trader profile and KYC documents upload.
- FAQ & Download center.
Why Choose aJFX CRM
AJFX CRM is easy to use and it minimizes risks and helps you to maximize the revenues of your FX industry as a whole.
Deposits/Withdrawals:
Our AJFX CRM is integrated with a number of payment processing systems. You will be able to access detailed payment reports including any kind of failed transactions at once.
Integration
AJFX CRM can easily be integrated with various trading platforms like Meta Trader 4 and Meta Trader 5 WL solutions.
Customer data management
Our AJFX CRM creates detailed reports that include personal trading, marketing and other necessary customer information. Each employee can independently set the necessary data search parameters using a wide variety of filtering options.
Platform Features
AJFX CRM allows you to call customers as well as send SMS to individuals or customer groups. The CRM can be utilized as an all-in-one platform. You can open and close transactions without ever switching from one tab to another.
