Forex CRM
Once signed up, Traders, IBs, and other types of users interact with brokerage agents: attending to tasks requiring Brokers attention.
Capture new leads, build and nurture solid relationships
Trader’s Room is powered by a CRM (Customer Relationship Management System) on the Broker Side to perform Admin Functions such as setting up Roles and Workflows, Receiving Leads, Allocating Tasks and more.
Once signed up, Traders, IBs, and other types of users interact with brokerage agents: attending to tasks requiring Brokers attention.
Dashboard
Intuitive Forex CRM solution allows you to easily find everything at a glance starting from the Inbox. System Interface is a product of many years of improvement following many Industry Leaders.
Flexible Workflow Settings and Role Managements enable Brokers to customize the Forex CRM system to their needs. Get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox.
Multi-Level IBs Logic
Multi-Level IBs system enables Brokerages to exponentially grow their Trader Database. Brokers set the Commissions Settings in an intuitive web interface and are able to see instant feedback. On the IB side the interface incentivizes IB Registrations and streamlines Referrals.
Sales Strategy
Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads. You will sell smarter and expand your business faster even while remote. Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients.
Multi-Channel Marketing
You own your sales strategy while the Forex CRM software provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists.
Operations
The Broker relies on internal (and external) staff with day-to-day operations. Client Registration, KYC, Deposits, and Withdrawals are attended to by the Operations Staff. The System simplifies Operations by assigning Roles to your staff. Agents in a Sales Role will attend to Sales. Agents in a Support Role will ensure client satisfaction and so on.
Support
Increasing the speed of support response is the goal of your Support Department. The system has a built-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other.
Reports
Every successful operation relies on Data. A lot of Data. The System provides access and state-of-the-art tools to and analyze the data boiling it down to parameters vital for your success. An ever-increasing number of pre-built Visual and Numeric Reports offer you much needed insight. Brokerages will also have the tools needed to build their own reports.
Team Synergy
With the right tools you can build a frictionless customer experience. The Octalas Group CRM is a toolbox you need to thrill customers at scale, help them help themselves, and expand the base of happy customers who advocate for Your Brokerage.
Customize your CRM and Traders Room with the Octalas Group
We are a specialized Forex CRM provider offering a bespoke CRM for Forex brokers. We present a package of features to make it more personal and connected to your brand. Your CRM and Traders Room can be meaningfully customized – are you in?
Let’s Collaborate with Us!
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.
