Forex Employee CRM

The Personal Cabinet includes a customer relationship management (CRM) system.CRM allows the company to receive notices of potential customers and assign sales agents to them. After registration from the company's employees, only minor customer interactions are required: deposits, withdrawal requests and technical issues. The system will track and record the history of customer actions inside the Personal Area and notify the selected employees of the case if the task requires their attention.

CRM can be an excellent tool for speeding up sales and marketing tasks: data can be exported and used for electronic mailings. The system interface allows you to send letters by e-mail directly from the system and keep track of all communications. Privileged users can always see how their subordinates perform and analyze any situations related to customers.