Forex CRM

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.

Bill is concerned

He submits the issue right in the Trader's Room.

Jake receives a notification and attends to the issue

He will respond to Bill and close the issue once resolved right in the Trader's Room.