Qobrix Forex CRM – Built specifically for Forex

 

The Qobrix Forex CRM is an intuitive CRM built to handle the complexities of the industry.

Using our extensive technical experience within the industry, we have built a Forex CRM that simplifies your work and acts as a focus point for your organisation.

We understand a CRM composes an important part of your business. Whether used for monitoring new leads, viewing deposits and withdrawals, automatically logging calls and email communication, or providing daily and historical transactions, Qobrix will effortlessly deliver on your requirements.

Qobrix captures all business processes desired by brokers and IBs, and eliminates complex and ineffective features that have been built into off-the-shelf CRM systems which are never used!

Qobrix CRM Awards

Qobrix CRM Awards

Benefits

Supports both self-hosted and cloud-hosted installations

Two-way integration with multiple trading platforms

Supports multiple payment gateways for deposits and withdrawals

Standard UI used as a central point to other systems integrated via APIs

Advanced permissions that support complex hierarchical structures

Supports flexible account opening allowing a client to have multiple accounts under the same ID

Integration of Systems

Forex CRM

Modules

Leads

Used to record and process marketing leads and incomplete client registrations. Supports a variety of fields related to customer trading accounts, compliance and external campaign tracking.

Accounts

This module is used to centralise a client’s information and group all trading accounts of a client. Accounts are usually created through the Lead conversion process but can also be entered manually or automatically completed through API integration.

Trading Accounts

Used to reflect a client’s accounts on trading platforms such as MetaTrader 4. It can have two-way integration with a trading platform with the CRM being the master source for some fields while the trading platform is the master for other fields.

Forex CRM Screenshots

Qobrix - Leads - Notes
Qobrix - Leads - Changelog
Qobrix - Dashboards
Qobrix - Accounts - Call
Qobrix - Accounts - Call
Qobrix - Leads - Changelog
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