Technofin CRM Features
Welcome to the most feature-rich
CRM on the market
Instant Message Module
Enhance your client interactions with our innovative Instant Message Module! Enjoy the convenience of integrated messaging platforms. Streamline communication, improve engagement, and seamlessly integrate with your CRM.
Trading Calculator Module
Transform client trading routines with our advanced Trading Calculator Module! Seamlessly integrated into client areas, it offers dynamic calculations for pip price, margin amount, and instrument spread. Tailor instrument lists to meet brokerage needs and enjoy full MT4/MT5 or any webtrader APİ compatibility. Enhance trading efficiency with our calculator module!
Custom Pages Module
Unleash the potential of the Custom Pages Module! Create dynamic and unique pages in your client area to boost client engagement. Personalize experiences, build trust, and enhance client satisfaction. Tailor your client area effortlessly with full customization today!
Instant Withdrawals Module
Offer fast and seamless withdrawals with the Instant Withdrawals Module. Set custom limits, automate processes, and ensure smooth financial management. Revolutionize client satisfaction with instant withdrawals!
Local Depositor Module
Enhance client satisfaction with the Local Depositor Module. Assign local depositors to manage transactions efficiently with precision. They can seamlessly approve or decline client requests using internal wallets. Streamline your CRM’s financial operations with ease!
Account Fees Rules
The Account Fees Rules feature automates commission deductions within the CRM system upon application approval. Brokers can configure rules to define how and when fees are deducted from different client accounts. It also automates the creation of new trading accounts, making the system efficient and tailored to various client needs.
Why do you need a loyalty program?
Our loyalty program takes client retention to another level, differentiating us from other Forex CRM providers. We designed this program to help you attract and retain customers, long after they start trading with you.
The system is a tiered, customizable scaling program designed to reward traders for trading more frequently, by giving them points which can be redeemed for real cash.
Who benefits?
