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CRM | Customer Relationship Management

Get more sales throw the professional service and customer care monitoring.

Sell faster, Sell better

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Business Intelligence module

With PlatformsFx CRM, you can manage your trading company effectively and professionally. You can supervise all the responsibilities of your employees, monitor their activities and follow up on their tasks, as well as manage affiliate marketers and setup your campaigns. One of the system features advantages is statistical screens for all activities and for total sales.

Features

Organize your customer service

Your customer satisfaction and retention will be increased with our CRM service, where you can get a complete view of every customer. Track every interaction so your team can work together to quickly resolve customer queries.

Generate insights and monitor marketing efforts

Use our CRM marketing observing to create a wonderful marketing experiences for customers. You can also use it to distinguish which campaign between the marketing campaigns Is more effective, successful and productive.

Customizable CRM

PlatformsFX has developed an easy adjustable, customizable CRM, where you can add or remove any feature or tool without any complications, you can also observe the follow up progress from call routing to each pixel of your agent's desktop UI. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.

Get an instant overview of each deal

Easily build dashboards in real time with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.

Take actions with our No. 1 CRM

Our expert team can take you through CRM products, their capabilities and how they can help your business succeed, therefor we can assure to you that once you start using our CRM, you will automatically see the differences between this CRM and the others in the market. Make sure that with PlatformsFX special CRM you will be able to manage, organize and monitor the customer’s relations easily and effectively

Special offers

We are very interested to make our customers pleased and satisfied, so we make sure that you get the best offers and prices in the field. We are confident that our prices are extremely suitable regarding the high quality provided services.

Key benefits for Brokers

We are very interested to make our customers pleased and satisfied, so we make sure that you get the best offers and prices in the field. We are confident that our prices are extremely suitable regarding the high quality provided services.

  • Contact Management
  • Sales Team and Customer Opportunity Management
  • Lead Management
  • Reports and Dashboards
  • Sales Analytics
  • Email Client Integration
  • Sales Data
  • CRM Data/File Storage
  • Sales Performance Management
  • Marketing Automation Integration
  • Role-Based Views
  • Customization Options

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PlatformsFX is a young Innovating and service-oriented technology provider with deep roots in the FinTech industry. We hold a deep knowledge and understanding of the today’s broker requirements and what it takes for a broker to become successful. PlatformsFX provides all the services that has to do with the FX brokers and FX brokerage. At the same time, we give your IT team the management and provisioning control that’s fast, simple, and transparent. Please pay attention that we don’t provide financial services we also don’t provide a forex services. We only provide technical services and solutions for the forex brokerage. Please carefully study our documents posted at this website. And make sure you fully understand the legal consequences of these documents. In case you do not understand or understand the English language poorly, you acknowledge that you have used the services of a professional interpreter. If you don’t agree with this statement or information provided in our documents, please contact us.

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