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Centrex SoftwareOur powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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Act!Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
Description
DivulgeTech Forex CRM is a customer relationship management system designed specifically for forex brokerages. It brings client, partner, and back-office functions into one platform, avoiding the need for multiple disconnected tools. With direct integration to MetaTrader 4 and MetaTrader 5, it synchronizes account data, balances, and trading activity in real time, reducing manual work and ensuring operational accuracy.
The system supports comprehensive client and IB management, including multi-tier commission structures, affiliate tracking, and performance reporting. Clients have access to a secure portal for account management, deposits, withdrawals, and communication, while affiliates and introducing brokers can monitor referrals and commission earnings through their own interface.
In the back office, the CRM handles daily tasks such as deposits, withdrawals, commission calculations, and reporting. Compliance functions include KYC and AML workflows, document storage, role-based permissions, and two-factor authentication, helping brokers meet regulatory standards.
The modular design makes the CRM adaptable to different business models. It supports integrations for PAMM, social trading, and copy trading, while REST APIs and webhooks allow custom connections to third-party services or payment providers. Multiple payment gateway options are available, offering clients flexibility in funding and withdrawals.
DivulgeTech complements the platform with onboarding, documentation, and continuous technical support. With more than 15 years of experience in CRM and financial software development, the company emphasizes reliability, integration, and scalability.
For more details check divulge.tech/forex-crm
Description
Experience lightning-fast trading with minimal latency and seamless upgrades without any data interruptions. Our global network of VPS locations, combined with exceptional customer service and robust security measures, offers unbeatable value. A Virtual Private Server (VPS) serves as a remote host for trading applications such as MetaTrader 4, enabling you to manage your trading operations from virtually anywhere, provided you have a secure internet connection. This flexibility helps you seize market opportunities swiftly and with greater efficiency. For traders, a Forex trading VPS is an indispensable asset. With our VPS hosting solutions, you can keep an eye on your trading activities around the clock, allowing for prompt decision-making. Furthermore, a Forex VPS removes concerns about latency and server downtime, ensuring a smooth and dependable trading experience. Enhanced features, along with dedicated customer support, give VPS Forex Trader servers a considerable edge, empowering forex traders to optimize their strategies effectively. By utilizing our services, you can elevate your trading experience to new heights.
API Access
Has API
Yes
API Access
Has API
No
Integrations
MetaTrader 4
Yes
MetaTrader 5
Yes
Windows Server
No
cTrader
No
Integrations
MetaTrader 4
Yes
MetaTrader 5
Yes
Windows Server
Yes
cTrader
Yes
Pricing Details
$1500 / Month
Free Trial
No
Free Version
No
Pricing Details
$17.99 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
VPS Forex Trader
Founded
2009
Country
Lithuania
Website
www.vpsforextrader.com
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
VPS Hosting
Access Control / Permissions
No
FTP
No
Managed VPS
No
Multi-Server Management
No
One-Click Apps
No
Root Access
No
SSD Storage
No
Unmanaged VPS
No
Upload Custom ISO
No
