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Your forex CRM is incomplete without these 6 important features

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Your forex CRM is incomplete without these 6 important features
   May 01, 2019 By Sigmate Informatics

Forex CRM has evolved into a worldwide phenomenon, all thanks to the internet and developers! Due to technology, the trading through forex has been really convenient and fast. Forex CRM software can give you a platform where you can bring together thousands of traders and allow them to try out their forex trading strategy. Forex CRM is a win-win solution!

So, if you think you want to start your own forex trading venture, here are the 6 features that any forex CRM must have.

1. Lead Management

There are thousands of people who are looking for a proper forex trading platform, one that can give them great trading experience. But there are many other platforms too, which offer forex CRM trading solutions, so you must be competitive enough. Your CRM should be efficient enough to let your team create and manage leads and data. A lead management module helps you grow constantly. You need it.

2. User Management

Once the prospect has chosen your platform to do forex trading, you must give them a smooth experience. But you also need to see this from the side of an admin. An admin should understand the users and offer them exactly what they are looking for. A well-designed user management module helps you manage the CRM users, manage their rights and define their role in the forex CRM.

3. Account Management

On CRM, you create a distinct relationship with the user. Starting from the account opening to managing the transactions and applying the strategy, your forex CRM becomes the centre point of this relationship. Your CRM should have a good account management module that can help your team manage the traders’ accounts and clear out the queries of the users efficiently.

4. Total Customization

The world of forex trading is bursting with innovations. You can join the revolution; all you need to do is solve the traders’ problems. While creating your own forex trading CRM, you must have the ability to design it in such a way that fits well in your business model. You need to customize the CRM as per the customer preferences and the industry trends. Sigmate Informatics offers you the best forex CRM solutions at the most competitive rates. Contact to create your own customized CRM platform.

5. Security and Confidentiality

If you are thinking about creating a platform to enable thousands of forex traders, you know how important is the security. The platform generates so much data which should not be leaked or otherwise accessed by an unauthorized person. Managing the trading transactions with umpteen confidentiality and security is a must. MD5 hash encryption method is believed to be the most efficient one for forex CRM.

6. Easy Integration

Another thing you need is the integration of the CRM with the landing page, website and the app. This is a very important feature as it will allow the traders to do trading with more and more convenience. Your team and your customers, both can perform really productively if you integrate forex CRM into your MT4 platform perfectly. So, whenever you create a forex trading CRM, make sure you integrate it with other aspects.

While creating a forex trading CRM, there are so many other things you need to take care of, such as testing and maintenance, etc. So, you need an offshore partner for creating your forex CRM, which can make your idea happen. You need a team of experienced developers and analysts to create the marvellous architecture of your forex CRM. Sigmate Informatics offer you, just the same. Tell us how a perfect forex CRM should be, according to you. Get in touch on or Click here to get in touch!