Forex Broker CRM Software | Customer Relationship Management | Apexum

Customer relationship management
(CRM)

  • All in one CRM
  • A true definition of elevating any business
  •  A true capability of efficiency and effectiveness
  • Developed to  provide strategy
  • Management and intelligence to any business

Management

Your personal management at hand with Apexums suite,manage each role performed by each department whether its financial or compliance, employee or client, you have the benefit of control.

Analytics

Daily tracking from financial to performance to marketing, have the power of insights in realtime, keep track of leads, customers, employees and finances in one dashboard

Administration

Administrate your departments and your employee roles in your company as well  as users using your system.

Finance

Complete control of your business pay-outs, marketing funds, as well as company funding such as deposits, withdrawals, credit- in and out, a financial planner and  administer in one tab.

Report

A unique reporting system, each data entered is reported and categorized depending on the brokers well, whether its marketing or finance, funding or managing, a one of a kind reporting system.

Marketing

A system designed for elevating brokers, having the capability of exposing a company in a short matter of time, whether its partnerships or IBs, emails, or landing-pages, everything a marketer dreams of.

Powerful advantages of our CRM

Multi-integration

Ready pre-integrated reliable system, multiple trading platform integration. Have an api of easy access and  connectivity to other systems.

Security

Security protocols in place, by using Apexum security, your brokerage advantage of assigning security roles for users, level permission, and suite restriction to users.

Automation

Reliable automation, giving the advantage of streamed operations, designed for different departments depending on companys strategy and business-model.

Deployment

Automated deployment, API ready,  ready-made preactive deployment, with the capability of establishing the system in no time.

Powerful CRM to suite every brokers needs

Demo for start-up brokers

Acquire access through self service demo

Demo for high-volume brokers

A demo is scheduled for enterprise high-volume brokers