The new version of CRM for brokers allows you to connect any accounts in multi-account mode from any servers, with Metatrader 4, VFX and Metatrader 5.
Connect whitelabel for clients for MT4, VFX and MT5 in multi-account mode. CRM is fully customized and developed for any customer tasks.
The system works with any trading platforms.
CRM VESLA FX is a solution integrated with multi-market platforms MT4, VFX and MT5.
Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc.
Trader portal:
Managers portal in manager mode:
Managers portal in administrator mode:
Great attention is paid to data protection. For example, it is absolutely impossible to “unload” the client base from CRM PORTAL by a person without access rights. In addition, CRM PORTAL VESLA FX has a built-in structure to keep track of all trader data (deposits, withdrawals, money transfers, etc.). The multi-level system is designed to form the backbone of traders with maximum performance. The above set of services allows you to assess the effectiveness of staff work, keeping the history of actions. Thus, the activities of each manager becomes absolutely transparent, and it is possible to track the individual indicators of employees, from calls made to conversion statistics.
With this CRM PORTAL you can build a base of regular customers and attach sales agents to them. The main actions of employees after registering a client are standard and few – these are deposits, withdrawal requests and various technical issues. The entire history of customer actions is automatically registered in the personal account; thus, it is not difficult to trace it. If a customer’s task requires the attention of an employee, they are notified.
Interaction between users is an integral part of any perfect CRM system. The customer portal is no exception. CRM PORTAL has a ticket-based support system that makes it easier and faster for brokers and traders to interact.
Main features of HelpDesk:
– Creation of client requests (tickets);
– control of application execution;
– Forwarding messages.
– Files in chat
The CRM system allows you to completely delimit user rights, the standard set includes – Admin, Manager, Support, Affiliate, Introducing Broker, Trader.
In the CRM PORTAL VFX system, it is possible to completely customize the company’s markets such as Forex, CFD, Binary OPtions and bind interaction with them to various White Label, the number of White Label is not limited.
Email: admin@example.com
Password: password
Email: ib@example.com
Password: password
Email: manager@example.com
Password: password
Email: johndoe@example.com
Password: password