CRM Solutions for

Brokerages

TRADER'S ROOM
The Trader’s Room is a web-based portal built for you but designed specifically with your traders in mind. Under the secure login you and your clients will have access to thousands of features, from registering new accounts to electronic deposits to managing system languages and live chat. The system offers so many functions that the best way to describe it is to experience it. The most efficient way to start the process is to determine how much money one is willing to risk.

Customer Relationship

Management System

 

Trader’s Room includes a CRM (Customer Relationship Management System) that allows forex brokers to receive leads to sales and support agents to attend to their needs. Once signed up, traders, IBs, and other types of users interact with brokerage agents: attending to withdrawal requests and technical issues. Our custom logic keeps track of all lead or account history from inside the Trader’s Room and notifies agents in case any action needs to be taken on a certain task.