MT4 / MT5 / FXGO CRM for brokerage!

CRM for brokers (client portal) from TradeTools FX, the developer of online trading technologies, are replenished with CRM system, which can rightly be considered one of the most innovative software for brokers and traders.

The new version of CRM for brokers allows you to connect any accounts in multi-account mode from any servers, with Metatrader 4, Metatrader and FXGO, and with Metatrader 5.

Connect whitelabel for clients for MT4, MT5 or FXGO in multi-account mode. CRM is fully customized and developed for any customer tasks.

The system works with any trading platforms.

CRM TradeTools FX is a solution integrated with multi-market platforms MT4 / MT5.

Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc.

How our MT5 / MT4 / FXGO CRM solution system is fundamentally different from others:

Trader portal:

- View MT4 / MT5 / FXGO account history.

- Access to platform downloads and links to mobile applications.

- Ability to replenish MT4 / MT5 / FXGO account in automatic mode (integration with TTFX Payment Processor).

Managers portal in manager mode:

- View download files for traders (which are performed by the portal administrator).

- View documents uploaded by traders.

- View MT4 / MT5 / FXGO deposit transactions.

- Managing applications for debiting funds from traders' accounts (i.e. viewing, executing, changing status).

- System of interaction with traders through Ticket Management and much more.

Managers portal in administrator mode:

Great attention is paid to data protection. For example, it is absolutely impossible to "unload" the client base from CRM PORTAL by a person without access rights. In addition, CRM PORTAL TradeTools FX has a built-in structure to keep track of all trader data (deposits, withdrawals, money transfers, etc.). The multi-level system is designed to form the backbone of traders with maximum performance. The above set of services allows you to assess the effectiveness of staff work, keeping the history of actions. Thus, the activities of each manager becomes absolutely transparent, and it is possible to track the individual indicators of employees, from calls made to conversion statistics.

With this CRM PORTAL you can build a base of regular customers and attach sales agents to them. The main actions of employees after registering a client are standard and few - these are deposits, withdrawal requests and various technical issues. The entire history of customer actions is automatically registered in the personal account; thus, it is not difficult to trace it. If a customer's task requires the attention of an employee, they are notified.

Interaction between users is an integral part of any perfect CRM system. The customer portal is no exception. CRM PORTAL has a ticket-based support system that makes it easier and faster for brokers and traders to interact.

Main features of HelpDesk:

- Creation of client requests (tickets);
- control of application execution;
- Forwarding messages.
- Files in chat

The CRM system allows you to completely delimit user rights, the standard set includes - Admin, Manager, Support, Affiliate, Introducing Broker, Trader.

Product page: https://www.tradetoolsfx.com/index.php/products/for-brokers/client-portal-crm-for-brokers-money-management-white-label-control

875 N Michigan Ave, Suite 3100, Chicago, IL 60611

The TradeTools FX technology group was founded in 2008 by a group of highly experienced IT professionals with the goal to create simple, secure and user friendly solutions for the FX market. Our software engineers have years of programming experience providing custom tools and solutions for FX brokers, money managers and financial institutions around the world. Our custom solutions enable companies to maximize profits by offering innovative solutions that can be seamlessly integrated into an existing infrastructure or as a standalone offering.

This release was published on openPR.