Forex CRM software is designed to help forex brokers manage their client relationships and streamline their business operations. It provides tools for lead generation, client onboarding, and ongoing communication, as well as analytics and reporting to help brokers make data-driven decisions. Some popular forex CRM software options include Forex CRM, FXCM's Trading Station, and Alvexo's

1. 9/6/23, 12:38 PM Forex CRM Solution | Forex CRM Software | Forex CRM System Provider India
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Forex CRM
CONDUCTALL CLIENT OPERATIONS WITH EASE
Any retail brokerage must have a CRM system. We have created a robust forex CRM to assist you
in keeping in touch and interacting with your Forex traders.
MT5GreyLabel offers a state-of-the-art Forex CRM to help you grow your Forex brokerage
business. We are dedicated to providing a better client experience and pleasure. MT5Greylabel
Manager is connected with the Trader’sRoom; itis tailored to the Broker’s specific business
requirements and maximises existing intricate processes through user-friendly approaches.
Requesta Demo
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.
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2. 9/6/23, 12:38 PM Forex CRM Solution | Forex CRM Software | Forex CRM System Provider India
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
BACKOFFIC
E
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3. 9/6/23, 12:38 PM Forex CRM Solution | Forex CRM Software | Forex CRM System Provider India
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
(http://Trading%20Report)
with third parties
Notification System
Get Quote
Here are some benefits of our Forex
CRM
CRM ORIENTED BY BROKERS
Every feature we provide in the forex CRM platformhas been tailored to the
requirements of FX brokers.
BUILTTO PERFORM
Utilise ourForex CRM to increase youreffectiveness by including branding and
automated capabilities.
SMART DASHBOARD
You can obtain all the information you want in one location by using a single
integrated dashboard that arecomplete in all aspects.
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4. 9/6/23, 12:38 PM Forex CRM Solution | Forex CRM Software | Forex CRM System Provider India
EASY INTEGRATIONS
The affiliate systems, emailers, payment gateways, live chats, and other
systems may allbe smoothly linked with MT5GreyLabelForex CRM.
PERFORMANCE TRACKING
Keep tabs on the sales and IB team success rates for your brokerage both
collectively and individually.
CONTROLACCESS
Toachieve the highest level of data security, grant each employee with only
the rights they need.
A R E Y O U R E A D Y F
O R
Lets Get Your Forex Brokerage Business
Started
Start Now
Your Name
Your Email
Contact
Requirements
Submit Now
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Nature of Business MT5GreyLabel is an IT solutions provider and does not offer brokerage or financial services, including
those advertised on this website.
Intellectual Property MT5GreyLabel does not hold funds and operates solely through technology services and monthly
fixed invoices. Any intellectual property, copyrights, or trademarks mentioned on this website may belong to and are owned
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KYC Know Your Customer All individuals/entities seeking to register for Real MT5 /MT4 Grey Label are subject to the
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beneficiary/customer.
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