We provide extensive experience in the Forex industry. We understand exactly how important the CRM is to your business, whether you are monitoring new Leads, processing Deposits / Withdrawals, Client / IB administration, Compliance, or Marketing capabilities we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organization.
With DITS you can be sure of offering the very best in customer service. We provide forex brokers & traders with a completely reliable solution that looks after the confidential information in a very organized way. The product was launched to provide a solution to startups & established brokerage firms.
For our customers, we can enhance their experience by implementing the software with seamless integrations with such third-party tools & payment gateways.
We create a custom-designed, Forex Website Design perfectly tailored to your brokerage’s unique needs. The traders worldwide would need brokers to allow them to trade on their platform. We make you their platform with custom made CRM Development. We have extensive experience in the Forex Industry. We understand that exactly how important CRM is to your business. So we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organization. With DITS you can be sure of offering the very best in customer service.
FX Dashboard a new pre- trade function gives traders unparalleled flexibility and access to the most important information they need to monitor and assess the foreign exchange markets. In addition to being able to retrieve and monitor important fields such as change on day, moving averages, and high and lows, users can form custom measures including spreads, sums, ratios and any ad-hoc equation using potentially multiple inputs. These new measures can be imbedded into additional new measures.
The Forex dashboard provides a pulse check on a broad selection of currency markets at a glance. Combining percentage moves with volatility for 20 FX pairs, it allows a trader to quickly assess money flow, sentiment and volatility on a relative basis.- IB Report Redesign
Forex CRM is a software that is designed exclusively for the forex brokers. A forex broker needs to engage with thousands of forex traders every day. The objective could be support services, promotions, sales, anything; forex CRM facilitates customer relationship management through automation of processes.
Be it finding new customers, approaching potential customers, engaging with interested customers and getting on-board maximum no. of customers, Forex CRM itself becomes a sales engine for any forex broker, driven by the sales team. Also, it helps the team to maintain constant contact with the existing traders onboard and ensure maximum retention.
Survey module :- The Surveys module allows you to create a web-based survey with a variety of question-type options. The responses received are stored in SuiteCRM and can be viewed on a per-respondent basis or as a detailed summary report using charts.
New module :- When a Campaign targeted at existing customers is run, the relevant Contacts are associated with it. The Function pulls up the information from the Linking Module, containing the Contact and Campaign details and updates the Campaign name in the Deal Record. Cabinet: Redesigning of Live Account Dashboard
Built specifically for forex brokers, this powerful yet intuitive platform can manage all the operational activities.
Right from registering new leads, tracking demo applications, IB administrations to processing deposits, withdrawals, and KYC, this Forex CRM tool does it all, and very efficiently.
It improves productivity by displaying related modules in a record summary view. Users can build new widgets linking standard and custom modules.
Users can easily create custom widgets and also they can specify the name, columns, and limit the records to display in the widget. It also include field-level filters for drop-down fields.
The Create Person Form feature allows you to create a web-based form which will create a Lead, Contact or Target record in SuiteCRM from the information submitted on the web form.
These records can be assigned to a particular user and are linked to a campaign so responses can be tracked.
Integrated payments help reduce the stress of manual accounting and make it more manageable for companies to manage finances in the CRM system only.
converterCurrencyBy it is a function that expects two objects, the first is the currency that will be converted, that object must contain the value and the currency code, the second object must contain only the currency code.
