Forex CRM software is built specifically for forex brokers, while traditional CRMs are made for general sales or customer service. Regular CRMs only focus on tracking leads, emails, and tasks. Still, a forex CRM can integrate directly with trading platforms like MT4/MT5, handles KYC and compliance, manages multi-level IB structures, tracks commissions, and even gives clients access to a trader’s room. If you’re a forex broker, then it will give you a full business control center for your operations.
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How does Forex CRM differ from traditional CRMs?
Forex CRM software is built specifically for forex brokers, while traditional CRMs are made for general sales or customer service. Regular CRMs only focus on tracking leads, emails, and tasks. Still, a forex CRM can integrate directly with trading platforms like MT4/MT5, handles KYC and compliance, manages multi-level IB structures, tracks commissions, and even gives clients access to a trader’s room. If you’re a forex broker, then it will give you a full business control center for your operations.Tags: None
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