CRM system for brokers (client portal)
CRM for brokers (client portal) from TradeTools FX, the developer of online trading technologies, are replenished with CRM system, which can rightly be considered one of the most innovative software for traders.
CRM TradeTools FX is a solution integrated with multi-market platforms MT4 / MT5. Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc.
- View MT4 account history.
- Manage downloads. Ability to upload user files (documents) to the server to provide them to the White Label manager.
- Access to manager downloads (installations, etc.).
- Possibility of replenishment of MT4 account in automatic mode (integration with Skrill payment system).
- Ability to withdraw funds from the account MT4 through the application manager White Label.
- Ability to interact with the White Label manager through the Ticket Management system (for example, requests for certain actions).
In the admin mode
- management of managers, products, White Label and file downloads available for traders;
- all the functionality of the manager for all White Label (also in all catalogs available filter on the White Label).
In the manager mode
- View downloads of files for traders (which are implemented by the portal administrator).
- View the documents loaded by traders.
- Viewing deposit transactions MT4.
- Management of applications for debiting funds from traders' accounts (i.e., viewing, execution, change of status).
- Full access to all MT4 transactions with the ability to edit, similar to how it is implemented in MT4 Administrator.
- Full access to MT4 groups (as in MT4 Administrator). Users should be prepared for the fact that the solution will be incomplete at first, but as it is finalized and "run-in" in the conditions of real work, it will be improved.
- Full access to user MT4 accounts (as in MT4 Administrator).
- System of interaction with traders through Ticket Management.
Each manager is provided with a White Label, which filters the data available to the manager, i.e., groups tied to the White Label, accounts that are tied to the group, and then all objects are linked to the account.
Huge importance is given to data protection. For example, "unloading" the client base from CRM by a person without access rights is completely impossible. In addition, CRM TradeTools FX has a built-in structure for tracking all trader's data (deposits, withdrawals, money orders, etc.). A multi-level system is designed to form the backbone of traders with maximum performance. The above set of services allows you to evaluate the effectiveness of the work of staff by preserving the history of actions. Thus, the activity of each manager becomes absolutely transparent, and individual indicators of employees can be tracked, from the made calls and ending with conversion statistics.
With the help of this CRM you can collect a database of regular customers and attach sales agents to them. The main actions of employees after the registration of the client are standard and not too numerous - these are deposits, requests for withdrawal of funds and various technical issues. The entire history of customer actions is automatically registered within the personal cabinet; thus, it is not difficult to track it. If the task performed by the client requires the attention of the employee, he receives a notification.
An integral part of any perfect CRM system is the interaction between users. Clien portal is no exception. CRM has a helpdesk system based on tickets, which allows you to simplify and speed up the interaction of brokers and traders.
Main features of HelpDesk:
- Creation of client requests (tickets);
- control of the implementation of applications;
- Forwarding of messages.