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Forex CRM. How to Find the Best Solution


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All Forex brokers need to focus on CRM as this is one of the main areas in which they can differentiate themselves from other Forex brokers. Since most Forex brokers use the same trading platform and provide a similar range of services, having a good broker management system by way of Forex brokerage CRM can positively impact on the financial success of your business.

Forex CRM. How to find the Best Solution for FX brokerage management

Forex CRM is the best software for developing strong relationships with your customers. It is also very useful for generating more leads for your business with the inclusion of important features such as lead management, MT4/MT5 CRM integration, scheduled reports, multi-level IB and more.

How to choose the best FOREX CRM
for your brokerage

A Forex CRM system is a must-have for any Forex broker to help obtain better all-round success levels. Choosing the perfect Forex CRM software requires a good understanding of what’s on offer, your own needs, and what can be achieved. The first thing you should remember when opting for Forex CRM is that you need to have your main objectives in place in order to finalise an appropriate Forex CRM strategy for your brokerage.

Your choice of Forex CRM solution may differ in terms of the requirements of your brokerage and your resources. You may, for example, decide to opt for a Forex CRM provider who offers a cloud Forex CRM solution rather than a traditional solution for your Forex CRM.

In this respect, preparing a checklist to compare different solutions on the market before proceeding is necessary. By doing this, you can sort out what is required for your brokerage and note any issues that may currently be of concern such as website traffic or unhappy clients. All these aspects should essentially determine what features your Forex CRM should include.

It is also important to customise your CRM in accordance with your clients’ needs. Besides dealing with issues that help drive business success, it is important to have a CRM solution designed especially for your business which effectively maintains communication with your customers along with scope for future updates when required.

Finally, it is necessary to ensure that the Forex CRM solution you opt for should come with automation features. This will save time and money, while helping you focus on other aspects of your business.

One of the leading CRM for Forex brokers in the industry today is Trader’s Room, a SaaS solution from B2Broker. B2Broker is a well-known technology and liquidity provider offering a range of solutions to help brokers enhance their operations to help them realise their growth potential.

What is Trader’s Room?

Trader’s Room is the main platform/clients area used by forex brokerages. It enables you to verify and register customers in accordance with regulations, accept and send payments, make deposits and withdrawals, open accounts on trading platforms, and more.

B2Broker’s Trader’s Room is a SaaS solution that can really enhance your brokerage operations. It is the ideal platform for both individual and corporate clients and back office teams to optimise their operations and increase their revenue potential. Its functionality goes way beyond a typical back office system since it is also an important technological component of our Cryptocurrency Exchange turnkey, providing crypto exchange clients with a comprehensive service for their business requirements.

Trader’s Room features at a glance

  • Feature – Description
  • Wallets – Any Fiat/Crypto
  • Admin Module – Customer management, verification confirmation and ticketing system
  • Affiliate Module – Four types of referral/IB program
  • Platform Integration – MT4/5, B2Trader, cTrader, xStation, AlphaPoint
  • Payment Systems Integration – Including PayPal, Neteller, Skrill, B2BinPay, E-payments, AliPay, WeChatPay, EcommPay, Qiwi, Yandex money & more
  • KYC Provider Integration – IdentityMind, iSignthis, ChainAlysis
  • Security – 2FA, (SMS/Google Authenticator)
  • Converter Module – Built-in exchanger
  • Cryptocurrency Module – Supports all major coins, ERC20 tokens and Stable tokens (USDt, GUSD, USDC, TUSD & PAX)
  • Customer Support Module – Integrated with ZenDesk, FreshDesk, etc.
  • Cloud Hosting – Reliable Amazon servers
  • Investment Platform Module – Integrated with Copy/Social/PAMM/MAM systems
  • API – REST/SON API available
  • Report Module – Any report available

One of the standout features of Trader’s Room, and one of the main reasons cited by Forex Brokers for choosing our solution over others on the market, is the ability to integrate our IB Module

IB Module Many of our customers choose to integrate our IB Module as it is a lucrative marketing tool for brokerages and a proven way to attract new clients. It works by enabling users to earn revenue by referring traders.

By integrating the IB Module with Trader’s Room, you can offer several types of fees: by lots and by volume, referral links, banners, multilevel support, information on managing partners and their data, the option for partners to manage and track information about their customers, calculation and accrual of partner’s commissions to a personal account and statistical analysis.

Trader’s Room paired with the IB Module is an ideal combination that will allow you to achieve both efficiency and profitability when managing your forex business.

Get Trader’s Room for your FOREX brokerage

Trader’s Room is a trusted CRM system for forex brokers, providing everything you need for your brokerage which will pay for itself many times over. B2Broker can launch a customised version of Trader’s Room in 4 weeks. Contact us today!

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