CRM system is one of the core components that impact the success of the Forex broker. It influences both internal and external activities. What are the most trustworthy providers of such solutions?

5 Best Forex Broker CRM Providers

Forex Broker CRM Providers open access to full-fledged solutions, including management system and traders room. Some companies have created their own Customer Relationship Management solution, while others just partner with individual developers or major CRM providers.

What is a Forex CRM system?

First, newcomer brokers need to know more about the value of a Forex CRM system. It operates as the first-class back office that allows brokerages to manage all inner and outer processes. These systems are responsible for delivering reports and automating most external activities. Further, the CRM system helps to integrate third-party tools, including KYC and payment processing solutions.

A high-quality Customer Relationship Management option is key to the success of both White Label and turnkey brokerage companies.

What are the top 5 CRM providers

Any FX business needs to get access to the top-notch CRM system. Here are the top-5 providers of such solutions.

B2Core

This cutting-edge system strives to take the management of Forex brokers to the next level. It provides quality features for traders (intuitive interface, reporting network, detailed statistics) and employees (admin panel, management tool for registration and KYC). B2Core is also compatible with different third-party payment providers, KYC solutions and 2FA options.

Customers can choose among 3 packages: Standard, Advanced, and Enterprise. This is why users can pay for the functions they need the most. Apply for the most reliable Forex CRM solution on the market today!

Leverate

Since its inception in 2008, Leverate has provided technologies and solutions for Forex brokers. This company maintains offices in Israel, Cyprus, the UK, China, Bulgaria, and Romania. It allows clients to join the global Forex industry straightforwardly.

Their broker-oriented CRM, called LXCRM, offers the next-level FX business management with smart dashboards, fast performance and easy integration with third-party tools (e.g., email delivery systems, SMS senders and affiliate systems). They help to monitor the activities of traders on the brokerage platform.

Syntellicore

SyntelliCore is a Customer Relationship Management system for Forex brokers made by a Cyprus-based company, Dynamics Works.

According to the company executives, this solution offers the best conditions for customization and flexible management tools. It allows business founders to get the Forex broker tailored to the needs of a specific company. Users can access a back-office with top-notch functionality, multi-level rebate options and a full-fledged client cabinet.

Finalto

Finalto aims to provide business owners with advanced technologies and products (including trading CRM systems), taking their businesses to the next level. One of the most popular solutions is Finalto 360, and this turnkey system combines 5 functional modules and the next-level platform available for PCs and mobile devices.

Moreover, Forex brokerages can integrate third-party liquidity providers, payment processing systems and other tools to ensure traders of the best user experience. Start-up and Enterprise packages are available for business owners. Meanwhile, they can use Finalto 360 as a White Label software.

TradeSoft

TradeSoft is a Dubai-based company that provides turnkey FX products for newcomers and experienced brokers. One of them is FXOD CRM. It offers many high-quality instruments for managing Forex brokerage business (for example, back-office, dashboard, trader’s room, virtual terminal, multi-channel communication system, etc.)

Furthermore, users can access advanced features for payments, Training infrastructure and Money Management Solutions like PAMM & MAM.