Trader’s Room includes a CRM (Customer Relationship Management System) that allows forex brokers to receive leads to sales and support agents to attend to their needs. Once signed up, traders, IBs, and other types of users interact with brokerage agents: attending to withdrawal requests and technical issues. Our custom logic keeps track of all lead or account history from inside the Trader’s Room and notifies agents in case any action needs to be taken on a certain task.
He is going to respond to Bill right from Trader's Room.
He will review Bill's information and approve his application.
He can now reach out to Bill to see if he would potentially be interested in a live account later.
He will be attending to Bills' IB registration request.
He is going to review and approve Bill's application, publishing his account statistics on the brokerage website.
He received email notification from the CRM and approved the engagement.
He will now update Bill’s profile on Trader’s Room. Trader’s Room will push the update to all Bill’s MT4 accounts.
However, he doesn’t have to do anything, it’s just for his records.
He approves the withdrawal request and proceeds to make a wire transfer to Bill.
He can later refer to this type of activity on Bill's account.
He received email notification about deposits from the CRM for his records.
He will respond to Bill and close the issue once resolved right in the Trader's Room.