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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Every industry, organization, individual, and system operates with specific objectives they aim to achieve or sustain. Whitestein's outcome-oriented process solutions are crafted to align with real-world goals, incorporating intelligence, efficiency, and transparency. In the realms of banking and asset management, firms face critical business objectives that need to be met at both the micro and macro levels. The LSPS Financial Services Case Management Framework offers tailored solutions that focus specifically on reaching these desired outcomes. Whether addressing the entire client lifecycle or targeting a particular aspect, LSPS' innovative software is model-driven, ensuring that every process is directed towards achieving the defined business goals while remaining adaptable to unforeseen challenges. This adaptability is crucial in an ever-evolving business landscape, making LSPS a valuable partner for organizations striving for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cellxpert Yes 
Clickatell Yes 
CommPeak Yes 
Microsoft Power BI Yes 
TUNE Yes 
VoiceSpin Yes 

Integrations

Cellxpert No 
Clickatell No 
CommPeak No 
Microsoft Power BI No 
TUNE No 
VoiceSpin No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Leverate

Founded

2007

Country

Israel

Website

leverate.com/lxcrm/

Vendor Details

Company Name

Whitestein Technologies

Founded

1999

Country

Switzerland

Website

www.whitestein.com

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 

Product Features

Application Development

Access Controls/Permissions Yes 
Code Assistance No 
Code Refactoring Yes 
Collaboration Tools Yes 
Compatibility Testing Yes 
Data Modeling Yes 
Debugging No 
Deployment Management Yes 
Graphical User Interface No 
Mobile Development No 
No-Code Yes 
Reporting/Analytics Yes 
Software Development No 
Source Control Yes 
Testing Management No 
Version Control No 
Web App Development No 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

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 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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