Fx CRM

WHY CHOOSE US

Forex CRM solution for brokers to manage their clients and total business management. You can also
manage your IB’s manage. Prixim FX CRM is an total solution for managing your forex broker business.
We also keeps all your data safe and secure by providing highly secured CRM solution.

  Benefits For You

Improved services Improve your services within the Forex market.

  Access data anywhere

Instant access to customer data from any location. Either desktop or mobile device.

  Improve lead management

Gather information about a prospect and continue to build on it even when they’ve become a client.

  Benefits For Your Clients

Personlised information Gathered information on clients will provide them with a better service.

  Improved trading

Allow for your customers to have better options when trading.

  Improved communication

Personalised newsletters about the organisation will provide meaning for customers.

FEATURES

EXTENSIVE EXPERIENCE IN PROVIDING BACK-END SOLUTIONS

SAVE TIME

With our Prixim solutions you will save huge amounts of time on preparing reports and monitoring your clientele.

OPTIMIZED

Expect a massively heightened work ethic from all of your departments. Our CRM contains features which will significantly improve day-to-day routine, making all work processes easier.

MT4/5 COMPATIBLE

You can use the industry’s most popular Forex trading platforms to their full force with our CRM, with no volume limitations. Additional platforms can be easily connected.

MOBILE FRIENDLY

Your clients and IBs can log in to their Cabinet from ANY mobile device.

CRM BENEFITS

Using our extensive technical experience within the industry,
we have built a Forex CRM that simplifies your work and acts as a focus point for your organisation.

Management

Your personal management at hand with Prixim FX CRM suite,manage each role performed by each department whether its financial or compliance, employee or client, you have the benefit of control.

Analytic

Daily tracking from financial to performance to marketing, have the power of insights in realtime, keep track of leads, customers, employees and finances in one dashboard.

Marketing

A system designed for elevating brokers, having the capability of exposing a company in a short matter of time, whether its partnerships or IBs, emails, or landing-pages, everything a marketer dreams of.

Finance

Complete control of your business pay-outs, marketing funds, as well as company funding such as deposits, withdrawals, credit- in and out, a financial planner and administer in one tab.

Report

A unique reporting system, each data entered is reported and categorized depending on the brokers well, whether its marketing or finance, funding or managing, a one of a kind reporting system.

Administration

Administrate your departments and your employee roles in your company as well as users using your system.

PRICING TABLE

Sell faster and smarter with any of our fully customisable CRM editions.

Hosted

Setup

$1250

$500/Month

Partially Branded & Service Hosted
(Shared Domain)

Example :

Captive

Setup

$4500

Nil

Fully Branded & Own Hosted
(Captive)

Example :

Our Salient Features

Traders Room ( Client cabinet)

 Manage All Demo & Live Accounts With Single Login
Request & Create Demo & Live Accounts Directly
Request for internal transfers from one to another account
lodge Complaints, Service, Request Tickets
Ability to change Leverage & Account types

CRM Admin Panel

Manage User, Login & Access
Manage Live & Demo Accounts
Real time Server Connectivity for Easy Accounts Management
API Access with Link to MT4/MT5
Update CRM with Admin Managements Rights

OUR PROCESS

This unique Forex CRM system is easy to
use and operate.

MARKETING

REPORT

ANALYSIS

STRATERGY

EXECUTE

SUCCESS

TRADERS ROOM

Trader’s Room is a solution that is integrated with the MT4/MT5 platform. It’s basically a profile access given to every trader so they can easily operate.
It provides all the necessary tools which traders need to manage their money transfer, deposits, affiliate system, etc.

READYMADE FUNCTIONAL SOLUTION FOR BROKERAGE BUSINESS:

Users registration.

All user’s data retention and verification in your company’s database.

Complete conversion chain: from account opening to making payments.

Feedback: Online consulting, messages, surveys.

Account analytics and recommendations for your clients.

Settlements: making payments, withdrawals.

Safe infrastructure of access permissions and logging.

Everyday aggregated transactions and registrations reports.

Complete integration with CRM, ERP and analytical systems.

Integrated popular payment systems.

OUR TRADER’S ROOM BENEFITS YOUR EMPLOYEES TO :

 Control cash-flows.

 Verify clients, Follow KYC procedures.

 Get complete registrations statistics according to partners and sales-channels.

 Serve clients and IBs.

 Monitor clients database.

 Arrange marketing campaigns.

 Integrate new products.

 Activate/Deactivate accounts.

OUR TRADER’S ROOM BENEFITS YOUR CLIENTS TO :

 Open and manage real and demo multi-currency accounts.

 Make payments and withdrawal funds.

 Make transfer payments between their accounts and platforms.

 Verify and change personal information.

 Change safety settings and passwords.

 Contact broker’s support.

 Receive analytical and informational support.

 Set Stop-Out for specific account.