The Ultimate
CRM for all sectors
The Ultimate Technofin CRM
- Discover our scalable, fully customizable CRM with reporting, sales, customer management and full authorization management. Save time and money while focusing on customer retention and attracting new customers.
Trusted by industry leaders
Insights fuel action
Data Visualization
Insights drive action with confidence
When application users ask for data, they don’t want static metrics and charts. They want data in a form that enables interactive exploration. For example, plant managers need to uncover contributing factors to their operating KPIs: the right visualization.
- Automated renewal tracking and reminders
- Powerful filters and search to access information quickly
- Folder structure to stay organized
- Lead and client follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
Data Insights
Insights drive action with confidence
When application users ask for data, they don’t want static metrics and charts. They want data in a form that enables interactive exploration. For example, plant managers need to uncover contributing factors to their operating KPIs: the right visualization.
- Automated renewal tracking and reminders
- Powerful filters and search to access information quickly
- Folder structure to stay organized
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Over 290 payment systems connected
- Internal money transfers between own accounts
- Clients can easily transfer funds between their trading accounts
Data-driven decisions
Insights drive action with confidence
When application users ask for data, they don’t want static metrics and charts. They want data in a form that enables interactive exploration. For example, plant managers need to uncover contributing factors to their operating KPIs: the right visualization.
- Automated renewal tracking and reminders
- Powerful filters and search to access information quickly
- Folder structure to stay organized
- Support for multi-level partnership programs
- Create referral lists with search functions
- Create partnership links
- Offer IBs local deposit functions
- Offer IBs local deposit functions
- Create custom promotional content with campaign banners in various sizes
- IBs can easily transfer funds between to their referrals with ease
Alerts and predictions
Insights drive action with confidence
When application users ask for data, they don’t want static metrics and charts. They want data in a form that enables interactive exploration. For example, plant managers need to uncover contributing factors to their operating KPIs: the right visualization.
- Automated renewal tracking and reminders
- Powerful filters and search to access information quickly
- Folder structure to stay organized
- KYC integrated process
- Specific and complex Client monitoring
- Complete ‘company document’ area
- Risk warning placement
An all-in-one Technofin Ulti CRM solution
Back Office
A highly automated, customizable back office system specifically designed for forex brokers. Gain client insights and elevate your customer service level with unique, professional tools.
Client Area
An individual area that provides your clients with all the information and they need to manage their account, transactions and documents — the ultimate client retention tool.
Partner Area
A state-of-the-art partners' area that will help your Introducing Brokers and affiliates attract new customers, launch campaigns, track statistics and more!
Our online crm application is live in our İOS and Android stores name is TRADERZZ
We are a technology solution company whose goal is to ensure the correct use of data for our users.
As an industry-leading CRM provider, one of our primary concerns is integration with different platform providers. We have numerous platforms connected to our CRM System, all of which have been vigorously tested and work in perfect harmony with our solution. Provide us with credentials for a seamless connection to the platform of your choice.
KYC terms of use
- The list of KYC providers on our webpage is indicative of the KYC Providers TECHNOFİN Ltd. Is currently integrated with. TECHNOFİN Ltd. does not guarantee that the current connections with the presented KYC Providers work – due to constant changes on the KYC Provider’s side.
- Updates may be required for existing KYC software to perform correctly, which may bear additional cost, or additional costs may also apply if the Broker wants any change to an existing integration.
- It is the Broker’s responsibility to inform TECHNOFİN Ltd. of any update needed on the KYC provider’s side
