Back Office
Industry-leading Back Office system that allows you to automate tasks, increase productivity, client satisfaction, and revenue.
Request a demoWhat is it for?
Storing and working with client data; documents, contact details and transaction history
For companies who want sophisticated and specialized customization
To help your sales team quickly respond to clients wants and needs
To free up your employees` time by reducing the steps needed to complete daily tasks
For companies who want to work with less developers. You don't need an IT department
For all departments and offices worldwide to easily work together in one place
With our Back Office CRM you'll get to enjoy automation across all departments. Save your time and increase your potential to earn more money now!
What's included
Work with clients
- Customer registration notifications and callback requests
- Sophisticated client categorization system
- Current and historical client transactions on trading platforms
- Easy management of IB and Affiliate networks
- Mass mail or target market emails toward your clients
Work with documents
- Storage all verification documents safely and securely
- Important document expiration notifications
- Notifications for daily outgoings and incomings
- Simple UI displaying all documents that need attention
Automation and facilities
- Built-in algorithms for targeted marketing campaigns
- Generation of CySEC and other important internal financial reports
- Automated email system
- Translate your entire website and campaign pages into any language
- Creation of specific accesses, tasks, and requests for all departments without leaving the CRM
Why it is valued
Flexibility
Customizable to your needs, suitable for companies of all sizes.
Strong IT department
Team of professionals ready to develop any solution in a short time.
Automation
Automation of many back office tasks, saving time and money.
Scalability
Numerous tools and integrations for remote teams.
Support
Technical support 24/5 and emergency support 24/7.
Stability
One of the longest standing, advanced forex CRM solutions in the industry.