What is TeamWox GroupWare?
TeamWox is an online collaboration system that allows you to work efficiently
within your company. A unique feature of TeamWox is its integration with
MetaTrader platforms. Now you will be able to work with the trading platform
within the framework of your company, managing all your operations though a
uniform environment in a single information space.
TeamWox GroupWare System Structured Modules:
1. MetaTrader Module
2. Tasks Module
3. Email Module
4. Document Module
5. Board/Forum Module
6. Organization/Client Modules
7. Service Desk Module
8. Online Assistant Module
9. Accounting and e-Bank Modules
10. Integrated Search Engine
11. Web Access and Translator Utilities
Work without TeamWox
Separate applications are used to carry out multiple tasks:
The MetaTrader Manager was used for working with clients'
Correspondence and contact details were stored in other
Analytical research was performed using complex
operations in various applications.
Marketing executives had to upload manually client
information from MetaTrader platform to CRM systems or
other analytical applications to carry out marketing actions,
while constantly synchronizing information manually.
TeamWox allows all these critical business operations to
be conducted faster and from one easy to use web
based application, while storing the history of every
user, every correspondence or task, for review and
quick archiving for effortless access.
TeamWox can operate in connection with the online trading platform MetaTrader 4.
This is a unique feature of the system integrated into the software especially design
to meet the needs of brokerage offices around the world working with financial
markets. Now you will be able to work with the trading platform within the framework
of your company managing all your operations though a uniform environment in a
single information space.
With TeamWox the need for multiple applications to provide the efficient operation
of your company is no longer necessary. Now you do not have to export data bases
from a trading platform and analyze them in third-party programs. All the
information about clients and their trade operations is directly reflected in
TeamWox. Various reports on the client base and trade operation are also generated
The data coming into TeamWox GroupWare
System from the MetaTrader platform allows
performing all operations in a single information
space. Both trades and the client's details, and
any correspondence with this client are now
concentrated in one place. This will facilitate and
speed up manager's work in your office from Risk
management specialist to the marketing
Furthermore with all this data available, any
manager is able to identify faster which client it
is, how long this client has been working with
their company, how valuable this client is for the
company and more. If necessary the manager can
make the required changes to the client's
accounts or trades directly from TeamWox.
Your marketing department will be able to obtain
all necessary reports and charts for all clients’
activity in trading directly from TeamWox. This
information can be used for marketing/incentive
campaigns and loyalty programs. You will have
access to reports and other information through
communication with the clients needed for case
analysis and for the development of client needs
You can develop an automated generation for
standard reports of client’s accounts using the
API of the MetaTrader Module. Or, in another
scenario, your market specialist’s requests to
modify the client database in TeamWox and add
to the system an automated segmentation of
clients. This is possible and very easy to do.
In summary by integrating the MetaTrader platform into TeamWox you can explore
the resources of the trading platform with more flexibility and depth. Workplaces
can now be configured in more detail and trade information can be modified
without referring to the MetaTrader Server. However, the most important factor
remains that all operations are performed in one single management system of your
One of the most important features in TeamWox is the
Task Module. All collaboration assignments between
employees, management, stakeholders within your
office and offices around the world are executed using
You simply assign a task, select who you want the task
to go to, make your post and your done. This feature is
particularly useful in order to generate history of
projects, to solve immediate issues or monitor the
execution of an assignment.
You can also use Task Module as an organizer! You
can set tasks that can be controlled as a one off
event or periodically so you can be alerted on a
time scheduled basis. You may want to be
reminded of a reoccurring monthly meeting or to
be reminded of something in one hour; you can do
this within the TeamWox Task Module.
This advanced communication tool really does
allow your company to collaborate in a more
efficient and productive way.
You can connect all your email accounts directly into TeamWox with the Email Module. With
this feature you have the possibility to assign any email you receive to any person connected
to the system, with a simple procedure as if you are using the task module. This feature is
very crucial in solving issues through the appropriate delegation to competent specialists in
Synchronization of your Outlook exchange and other email accounts is possible in TeamWox
Email Module. This flexibility allows for continuous usage of Outlook in parallel of using
E-Mail Module Example
So, you receive an e-mail from your client having a
problem and you cannot solve the problem yourself.
You would send copies of the e-mail to several
specialists, start e-mailing and discussing the issue with
And one client e-mail could result in dozens of
messages between you and your colleagues.
Having received such a “difficult” e-mail in
TeamWox you can assign it to your competent
specialists. They see it in their “Assigned” folder
and discuss the problem there like in a forum.
When they find a right solution all you need to do
is send a response to your client.
Such a system of working with e-mails significantly
shortens the time of responding to a client,
because you do not need to wait and coordinate
comments of different specialists.
This Module allows you to store any kind of document into the system. Documents
can be submitted to the Document Module, for sharing, for editing among
colleagues with automatic versioning functionality, for approval and electronic
signing. All new changes to documents are shown as a new version so that previous
versions are not erased, but kept in history if need to track down the work and
Now a simple and user-friendly document-filing
structure is at hand. You can upload to a server
absolutely any files and work with them.
Version-support will save all your employees from
the “it’s-not-the-latest-version” problem.
Needless to say, having finished work with a
document, you can send it to an archive and later,
if necessary, locate and view it again.
TeamWox allows handling documents directly on
the server. To make corrections you do not need
to download a file onto your computer and then
upload it back.
You can connect this module to your computer as
a network drive and start working in an
absolutely new manner – without the need of
downloading all those files to your PC.
This Module is the most convenient place where you can deliver all the companies
news and policies to each of your employees. By posting information on the
TeamWox Board Module you allow for effective communication of company
strategy, competition, education, development or any other issues that your
company’s management believes is important.
Discuss all types of topics in your company and keep a uniform information space
for any future reference.
With Forum posting in the Board Module
you will be able to keep everyone in
company inform, about market news,
improvements, competition and changes
within Company structure or its policies,
new employees their functions and
duties as well as any other subject that
relates to your brokerage operations.
In Forum you can create a separate topic and give access to it only to a restricted
number of people. All they will write their comments without wasting several
hours discussing the issues on a meeting. All other employees will have no idea
about the existence of restricted discussions. Or, on the contrary, you can publicly
announce someone’s achievements, congratulate an employee on a birthday or
discuss various issues, giving your company a better social image.
Organization and Client Modules
These Modules allow you to create a database of all clients and contacts, through
synchronization of MetaTrader Platform or from importing functions. All information
such as contact details, e-mails and discussions with contacts can be stored here.
The full history with every client is always available here and access rights to
certain contacts and clients can be setup.
The most important feature of
these Modules is that all
members of the company will
work with the same database
allowing you to consolidate all
the information about your
clients and contacts all in one
place, easily within your reach.
Setup of different group of
clients is possible as well as
Importing and Exporting from
Organization and Client Modules
TeamWox offers the possibility to gather ALL
information about your clients in a single
place thus improving the work of the whole
company. No more numerous databases or
inexact policy towards your clients. Now you
can get single complete reports for the whole
client base. With TeamWox this information
will always be within your reach.
Here you can store contact information,
agreements, correspondence history any
other materials connected with the client.
Naturally, much less time will be spent
searching necessary client information.
Employees working directly with clients will
have more information available. This will
help them provide quicker and better
services to each client.
Organization and Client Modules
Automated reports for clients instantly
show you the current state of affairs. You
can see how many new clients you have
got this month, who of your managers is
responsible for most of new clients during
a any period, and which clients decided
to decline your company services. Now
for obtaining such information you do not
need to refer to different departments,
have department meetings and
subsequently suffer from delays.
All this is done automatically and instantly while using TeamWox.
Filter, group and sort clients in TeamWox according to segmentation credentials
for marketing actions. Using these modules, you will be able to get a full picture
of all issues relating to each customer and customize your marketing campaigns
according to their individual stage. (VIP, Mini, Micro, Non-Active etc).
Service Desk Module
This Module provides the most effective and efficient tools in dealing with any
issues concerning your organization support via the delegation of each matter to
the responsible competent professional. This module is for assigning, planning and
controlling tasks, were work is divided into groups.
Groups can include employees or departments of which are responsible for
certain operations in the company. The processes in this Module are strictly
Controlled by moderators to allow quick problem solving with your clients and
Service Desk Module
Manage the efficient organization
of your brokerage support services
through Service Desk. Marketing
actions, email delegation, technical
Support, Web site Assistant, Trading
Support (FX Consulting) can be
supported from Service Desk
Module allocated to the competent
specialists in the field in your
This Module can also be integrated to your website for clients support, lead
generation etc. This is the perfect tool for your technical support team, marketing
management, or simply the most effective way to communicate with your clients.
The Module is fully customizable in order to facilitate any operation needed to be
sorted and dealt with, according to the strategic goals of the organization.
Online Assistant Module
A perfect example of the use of Service Desk Module is the Online Assistant Module
which you can easily incorporate into your website. This Module offers you a built in
chat facility which allows your employees to chat instantly within the company and
with clients. All messages are encrypted and information is automatically saved in the
history of your communication with a client for easy archiving. This function is an
integral part of the system allowing more historical information to be stored in the
Customer Support Specialist Client History Service Desk
Almost all FX broker firms offer Online Assistance on their Web Page. With TeamWox all
communication with Online assistant can be delegate to the appropriate department:
Dealing Desk, Accounting, Marketing, Support and be kept in client history for future
reference or management review.
Accounting and e-Bank Modules
The Accounting Module allows
Management to skim over the
company’s money flow without
going into financial detail. The
Module is designed for keeping
information on all financial
operations of a company.
Automated reports can be
generated for organizations,
clients, projects and accounting
is integrated with organizations.
Invoices can also be generated, daily, weekly, quarterly and annually, all that you need
to do is specify the period and the invoice will be automatically generated. Using
contact/email Module with accounting you can automate the Invoicing and report cycle
to be directly sent to your customers periodically.
Manage all your financial operations through e-Bank Module, such as funding methods,
bank wire transfers and credit cards online funding through your web site with direct
connection to your bank. Fast and customizable reporting facility is availabale on fund
transactions for management control and projections.
Integrated Search Engine
This feature allows for fast information search through all
of your databases such as email, board, tasks, and
documents. You can search by time, by who placed the task
(author) and simply by keywords. Search engine facility is
connected to all modules databases, allowing the user to
find any information needed that was stored at any time
within the company.
TeamWox Search Engine is connected to all Modules:
E-Mail Clients and Contacts
Tasks Personnel Department
Besides, the morphological search function is
implemented in the system. It means, you enter a
word and the system searches for all its variations.
For example, you have entered the word “sell”.
The system will search for “resell”, “seller”,
Web Access and Translator Utilities
Web access facility allows users from different
offices around the world to be able to connect
and work as if they were all located within the
same office, with the ability to share all
resources available in headquarter offices. A
build in translator allows also for overcoming
communication barriers with users and offices
located in different geographical locations.
Be completely mobile in all your Brokerage
operations! Virtual office is offered through
Web Access facility so you can always be
connected to your office wherever you are in
the world. Communicate with your multilingual
offices around the world and provide customer
support to clients in any language and smooth
communication without any language barriers.
Order a demo version of TeamWox!
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