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!
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
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.
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.
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.
This module is used for storing and processing client’s deposits and withdrawals. It supports multiple payment methods including credit cards, bank wires, PayPal, internal transfers and others.
This module is used for storing and processing documents required for client’s accounts and transactions as defined by regulatory procedures and by the business. Examples of documents include identity documents, proof of residence, power of attorneys, and signature samples.
This is the mirror module of Documents allowing translation of a client’s documents from and to different languages as defined by regulators and the business. This module provides a way of limiting access to translators so that they can only view pertinent documents within the CRM and no other customer sensitive information.
A collection of modules to record business activities such as calls, meetings, emails, and live chat. This module can be integrated with a company’s mail servers, telephony and live chat systems. This module can also be integrated with an organisation’s ticketing and support systems.
A set of modules that provide means for efficient internal communications, reminders, and remarks. Notes can be private, limited to a group, or available to the entire organisation. Notes are colour-coded to easily differentiate between their statuses.