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
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.