There are plenty of CRM (Client Relationship Management) systems you can try to apply to your forex operations. Then there's the Apexum CRM, the only system custom developed for forex brokers. We built our CRM from the ground up with a single goal. To streamline your online trading operations like no other solution available anywhere at any price.
Calendar gives you a birds-eye view of all your daily, weekly or monthly scheduled activities syncs in real time with all the entries in the Activity tab where you can setup all types of activities, edit, delete or assign these to other team members.
Your Contacts tab gives you a detailed breakdown of all clients and partner accounts broken down into a full contact list, account requests, live and demo accounts as well as partner (Affiliate and IB) accounts.
The Service Request tab gives you an easy way to manage all client requests such as changing passwords or fund transfers.
The Transactions tab gives you a central record all transactions in your brokerage. You’ll be able to monitor all client activities including Deposits, Withdrawals and our unique Credit In / Out system.
The Settings tab allows for all your operation settings to be adjusted, including accounts rules such as allowing demo accounts to be created automatically or not or allowing accounts to be created on un-verified emails.
The Reports tab gives you instant feed-back on all account activities as well as feed-back regarding sales contacts and partner accounts.