Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
FxCore CRM is a specialized customer relationship management system designed for forex brokers, CFD brokers, prop trading companies, and financial service providers. It enhances the efficiency of client onboarding processes, KYC/AML checks, affiliate and introducing broker management, as well as handling deposits and withdrawals, all while ensuring compliance with regulatory requirements. Users benefit from seamless integration with MT4 and MT5, allowing them to monitor trading accounts and activities in real-time, complemented by robust role-based access controls and comprehensive reporting features. Additionally, the platform offers revenue tracking dashboards to help users analyze their financial performance effectively. This combination of features makes FxCore CRM an invaluable tool for firms operating in the highly competitive financial sector.
Description
A robust CRM is essential for any retail brokerage, and LXCRM was specifically developed to facilitate communication with Forex traders effortlessly. Each component of our CRM is tailored to meet the unique demands of Forex brokers, enhancing your operational efficiency through integrated marketing and automation features. With multiple customizable dashboards, you can access all necessary information conveniently on a single page. LXCRM offers seamless integration with affiliate networks, email marketing, SMS services, and more, ensuring a comprehensive approach to client engagement. You can monitor the performance of both your sales and success teams, whether collectively or individually, for a more thorough analysis. Different staff members can be assigned specific permissions, providing optimum data security for your organization. A dedicated success manager will assist you in creating the most suitable package tailored to your needs, while our technical team ensures the smooth installation and integration of all brokerage components. Additionally, a training expert will guide your team through the various systems, ensuring that everyone is well-prepared to make the most of the tools available. With LXCRM, you can elevate your brokerage's performance and achieve greater success in the competitive Forex market.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Cellxpert
No
Clickatell
No
CommPeak
No
Microsoft Power BI
No
TUNE
No
VoiceSpin
No
mT5
Yes
Integrations
Cellxpert
Yes
Clickatell
Yes
CommPeak
Yes
Microsoft Power BI
Yes
TUNE
Yes
VoiceSpin
Yes
mT5
No
Pricing Details
999
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FxCore CRM
Founded
2020
Country
United Arab Emirates
Website
fxcorecrm.com
Vendor Details
Company Name
Leverate
Founded
2007
Country
Israel
Website
leverate.com/lxcrm/
Product Features
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No