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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Customizable tables equipped with detailed controls enable your internal team to access, perform full-text searches, modify, remove, and add data entries within your systems. These adaptable tables support comprehensive viewing and searching, allowing users to quickly locate all occurrences of specific words, numbers, or dates within the dataset. You can effortlessly import or export CSV files to streamline data management and access. Additionally, you can rearrange and edit table columns to design layouts that best fit the needs of your team. The process for adding and updating records is straightforward and user-friendly. As demonstrated below, the configuration options are flexible, and we offer a software development kit (SDK) to facilitate data validation. Furthermore, you can merge data from various systems to generate robust unified views of customers, transactions, or other entities using our intuitive drag-and-drop builder. This builder allows you to create custom views while also enabling the triggering of external webhooks, inline field editing, and integration with VOIP services for enhanced functionality. Through these features, your organization can effectively manage and analyze data like never before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Akamai Cloud No 
Amazon Web Services (AWS) No 
Cellxpert Yes 
Clickatell Yes 
CommPeak Yes 
DigitalOcean No 
Docker No 
Heroku No 
Microsoft Azure No 
Microsoft Power BI Yes 
TUNE Yes 
VoiceSpin Yes 

Integrations

Akamai Cloud Yes 
Amazon Web Services (AWS) Yes 
Cellxpert No 
Clickatell No 
CommPeak No 
DigitalOcean Yes 
Docker Yes 
Heroku Yes 
Microsoft Azure Yes 
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 No 
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 No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

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) No 
In Person No 

Vendor Details

Company Name

Leverate

Founded

2007

Country

Israel

Website

leverate.com/lxcrm/

Vendor Details

Company Name

MissionKontrol

Founded

2019

Country

United Kingdom

Website

missionkontrol.io

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

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 

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