A Forex CRM solution is a software application designed to manage and automate the sales process for foreign exchange (Forex) brokers. It provides tools for lead generation, customer relationship management, and trade execution, as well as reporting and analytics capabilities. By streamlining these processes, a Forex CRM solution can help brokers increase efficiency, reduce costs, and improve customer satisfaction.

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ForexCRM
CONDUCTALLCLIENTOPERATIONSWITHEASE
AnyretailbrokeragemusthaveaCRMsystem.WehavecreatedarobustforexCRM toassistyou
inkeepingintouchandinteractingwithyourForextraders.
MT5GreyLabeloffersastate-of-the-artForexCRMtohelpyougrowyourForexbrokerage
business.Wearededicatedtoprovidingabetterclientexperienceandpleasure.MT5Greylabel
ManagerisconnectedwiththeTrader’sRoom;itistailoredtotheBroker’sspecificbusiness
requirementsandmaximisesexistingintricateprocessesthroughuser-friendlyapproaches.
RequestaDemo
ABOUT FOREX CRM
A CRM and a variety of business management software are required to maintain/manage your
client/forex broker and business. Our CRM system includes all of the capabilities you need to handle your
Clients, IBs, Stuff, Business Activities, Marketing Activities, and other things from a single dashboard. The
characteristics are listed below.
This new CRM is divided into three sections: the admin area for administrative tasks, the client area for
client activities, and the IB area for IB activities.


2. 8/25/23, 4:21 PM Forex CRM Solution | Forex CRM Software | Forex CRM System Provider India
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TRADER ROOM
The Trader Room (Client Area) is where your clients will do all account-related activities other
than actual trading. Consider the Trader Area to be your client’s main point of contact with your
company.
Stunning Responsive Design.

Open Live/Demo Account

Manage Profiles

KYC verification

Support Ticket System

Security Management

Deposit / Withdrawal management

Deposit / Withdrawal reports

Wallet Operations

rade Report

Trading Account Management

Get Quote 
IB PORTAL
Increase your brokerage’s growth and potential by utilizing Trader’s Room multi-tier capabilities
to extend your IB business (IBs inside IBs). Hiring IBs is the most efficient and reliable approach
to expand your client base and network. Your brokerage will stand out and your IBs will be more
motivated if you provide a multi-tier IB structure.
Ability to offer sub or tiered IB structures.

Rebates distributed in pips or money values to multiple sub IBs

Open Partner Account

Manage Profile

Customizable Symbol-wise spreads

Transfer balance

Client Report

Client's Trading Report

Income Report

Withdraw Report

Clients List

Get Quote 
BACKOFFICE

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An excellent back office and CRM solution to oversee, control, and run the operations of all
brokers. Our CRM is the greatest broker management software since it has lead generating
tools, KYC Management, an innovative client management system, and all financial data.
Stunning Responsive Design.

Client Management

IB Management

Staff Management

Support Ticket System

Security Management

Deposit / Withdraw Management

Trading Account Management

You have complete data privacy; your information is never shared
with third parties
(http://Trading%20Report)

Notification System

Get Quote 
Here are some benefits of our Forex CRM
CRMORIENTEDBYBROKERS
EveryfeatureweprovideintheforexCRMplatformhasbeentailoredtothe
requirementsofFXbrokers.
BUILTTOPERFORM
UtiliseourForexCRMtoincreaseyoureffectivenessbyincludingbrandingand
automatedcapabilities.
SMARTDASHBOARD
Youcanobtainalltheinformationyouwantinonelocationbyusingasingle
integrateddashboardthatarecompleteinallaspects.

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EASYINTEGRATIONS
Theaffiliatesystems,emailers,paymentgateways,livechats,andother
systemsmayallbesmoothlylinkedwithMT5GreyLabelForexCRM.
PERFORMANCETRACKING
KeeptabsonthesalesandIBteamsuccessratesforyourbrokerageboth
collectivelyandindividually.
CONTROLACCESS
Toachievethehighestlevelofdatasecurity,granteachemployeewithonly
therightstheyneed.
A R E Y O U R E A D Y F O R
Lets Get Your Forex Brokerage Business Started
Start Now 
YourName
YourEmail
Contact
Requirements
SubmitNow

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