CRM Back Office
The Ultimate Forex CRM & Back office
With our solution, your only job is to attract clients - we'll do the rest
14-day free trial and no credit card required.
Forex CRM Solutions And Brokerage Software Free Download
With our solution, your only job is to attract clients - we'll do the rest
REGTECH
Save time
With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele.
OPTIMIZED
100% PROVEN Optimized workflow.
Our Forex CRM Software contains features which will significantly improve daily routine, making all work processes easier.
MT4/5 COMPATIBLE
BEST Forex Platforms
You can use the industry's most popular CRM Forex trading platforms to their full force with our CRM, with no volume limitations. Additional platforms can be easily connected.
MOBILE FRIENDLY
Fully responsive solution on ANY device.
FAST INTEGRATION
100% integration
Don't waste your time. Choose FX BACK OFFICE for the fastest and Best Service Provider in Software Industiry.
TESTED
100% tested code
Keep your data safe, secure and protected. We are using modern technologies with long-term support to achieve high reliability of our systems.
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Professional solution to manage clients profiles
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Wide range of tools and controlling mechanisms for Marketing and Sales departments
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KYC and sophisticated system ensuring the documents are up to date
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Simple and instant translation system
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Fully EMIR and CySEC compliant
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Comprehensive reporting system
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API connection to PSPs
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CRM access for IBs (limited as per your request)
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Customized upgrades on demand
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Fully branded user friendly interface
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Deposits / withdrawals / transferring between own accounts
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Internal messages with notifications
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Simple section for uploading documents for KYC
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Integrated live chat
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Live/Demo account opening function
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Easy access from all mobile devices
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Fully CySEC compliant background check questionnaire
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Access to the Partnership area from the same place
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Supports Multi-level partnership program
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Full Link Statistics
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Local depositor function for IBs
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Referral list including search function
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Promotional materials
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Creation of Partnership links option
Just get the code and sit tight, you'll witness its power and performance in lead conversion. Powerful and productive technology.
Get PelicanRetain your clients with absolute ease by using our exceptionally unique algorithmic retention tools
- Lead follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storing of all VOIP calls
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Various payment systems connected
- Internal money transfers between own accounts
- IB money transfer to his referrals
- Multilevel partnership program
- Create different IB schemes
- Full access to all IBs with exceptional easy of use
- Limit access of employees to your most important client data
- KYC integrated process
- Specific and complex Client monitoring
- Complete 'company document' area
- Reports for the regulator
- Any report of your choice is available
- Make-your-own customizable report feature
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New Brokerage that�s ready to talk? The Ultimate Forex CRM & Back office ... 14-day free trial and no credit card required. Hero. Forex Crm Solutions And Brokerage Software Free Download
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