CurrentDesk

CRM (کسٹمر ریلیشن شپ مینجمنٹ)

تصدیق شدہ اور اپ ڈیٹ پروفائل حاصل کریں۔ دعوی کردہ پروفائلز تلاش کے نتائج کے اوپر جاتے ہیں۔ ابھی توثیق کریں، اس میں صرف چند منٹ لگتے ہیں۔ وزٹ کریں۔ رپورٹ

A extensive brokerage management system streamlines operations for Forex brokerages by integrating essential tools for client management, partner tracking, and administrative tasks into a single platform. Key features include a customer relationship management (CRM) system for lead tracking, a client portal for real-time account access, and automated back-office operations, addressing challenges such as compliance, efficiency, and scalability for brokers and their affiliates.

CurrentDesk میں پایا جا سکتا ہے۔ CRM (Customer Relationship Management) زمرے

CurrentDesk سے ملتی جلتی مصنوعات ہیں:

TekMatix ترقی دی گئی۔ → PLUGIT → Kenmore Design →

اسکرین شاٹس

تفصیلات

CurrentDesk اہم خصوصیات

• Brokerage CRM
  This feature helps you track potential clients from your marketing efforts and turn them into active traders.
• Client Portal
  A special online space for traders to engage with your brokerage, customized with your brand.
• Partner Portal
  This tool helps your partners and brokers bring in more business and automatically calculates their commissions.
• Admin Back Office
  It automates your office tasks, speeds up compliance checks, and makes your brokerage work easier.
• Flexible Integrations
  You can easily connect to different MetaTrader servers and payment providers without needing to code.

CurrentDesk فوائد

• Track Leads
  The software allows you to follow potential clients from different sources, helping you turn them into active traders.
• Engage Traders
  With a client portal, traders can easily access their accounts, which keeps them interested and involved.
• Easy Integrations
  You can connect to various trading platforms and payment providers quickly, without needing to know how to code.
• Support Affiliates
  The partner portal helps your affiliates earn money by automatically calculating their commissions, encouraging them to bring in more business.
• Incentivize Clients
  The bonus tool encourages clients to complete their onboarding, helping you grow your client base.
• Simplify KYC Process
  The integration with SumSub makes it easier to verify clients, which helps you meet legal requirements faster.
• Automate Back Office Tasks
  By automating back office operations, you can save time and reduce errors in your daily tasks.
• Manage Brokerage Operations
  CurrentDesk helps you run all your brokerage tasks from one place, making it easier to stay organized.

کس کو CurrentDesk استعمال کرنا چاہئے؟

• Traders
  Traders benefit from a client portal that keeps them engaged and better about their investments.
• Affiliates
  Affiliates can use the partner portal to easily track their commissions and help bring in more clients.
• Developers
  Developers can connect CurrentDesk to other tools quickly without needing to code, making integration simple.
• Admin Staff
  Admin staff can automate back office tasks, which saves time and helps keep everything organized.
• Forex Brokers
  Forex brokers can use CurrentDesk to manage all their operations in one place, making it easier to grow their business.

بیجز

<a href="https://saasbrowser.com/ur/saas/17720/currentdesk" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/wkypq8kj7wvgqf8jqqnzmohbq3sg" alt="CurrentDesk - SaaS Browser Verified Badge" width="200" height="133" /></a>

بیج کاپی کریں۔

<a href="https://saasbrowser.com/ur/saas/17720/currentdesk" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/h1jky4atyfrzrwc46f13ebjlb6vg" alt="CurrentDesk - SaaS Browser Verified Badge" width="200" height="133" /></a>

بیج کاپی کریں۔

CurrentDesk متبادل

TekMatix ترقی دی گئی۔

This comprehensive business platform streamlines various operational aspects,...

PLUGIT

This comprehensive platform automates and streamlines core operations for for...

Kenmore Design

A comprehensive, API-driven platform for forex brokers and prop trading firms...

استعمال شدہ ٹیکنالوجیز

تمام ٹیکنالوجیز دیکھیں