Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Do you have a part of your business that keeps yo up at night? We can help! We have spent more than 20 years studying why brokerages fail and developing technology to fix it. Discover why more than 300 brokerages have entrusted us with unlocking their true potential. Keep your competitors at bay by leveraging automation and the most recent marketing strategies to canvass your market. Clients are at center of everything you do. ClientBAY is at the heart of everything we do. We offer websites, CRM, email marketing and many other tools to help you stay in touch with clients and prospects to ensure that you secure future business. A complete back-office solution for brokerages that wants to streamline their operations, reduce administrative burden, and increase transaction efficiency company-wide.
Description
Nullpoint Forex CRM is a comprehensive platform tailored for Forex and CFD brokerages, serving as both a CRM and Client Area solution. It consolidates various aspects of client management, including onboarding processes, KYC compliance, payment handling, trading account administration, sales, and back-office activities into a unified system. This platform seamlessly integrates with popular trading software such as MT4, MT5, and cTrader, while also supporting connections with payment processors, KYC service providers, VoIP systems, and other essential brokerage components. Moreover, Nullpoint Forex CRM features multi-level IB and partner management capabilities, allowing brokers to efficiently oversee both client relationships and partner networks within a cohesive technology framework. Designed with both established and emerging brokerages in mind, the platform aims to automate operational workflows, minimize manual tasks, and enhance scalability across various brands, trading platforms, and regulatory environments. As a result, it empowers brokerages to optimize their operations and adapt to the dynamic demands of the financial market more effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Agent Legend
Yes
MetaTrader 4
No
MetaTrader 5
No
MetaTrader API
No
cTrader
No
Integrations
Agent Legend
No
MetaTrader 4
Yes
MetaTrader 5
Yes
MetaTrader API
Yes
cTrader
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Back At You
Founded
2012
Country
United States
Website
www.backatyou.com
Vendor Details
Company Name
Nullpoint Technologies
Founded
2017
Country
Cyprus
Website
nullpoint.io/forex-crm-client-area/
Product Features
Social Media Marketing
Analytics
Yes
Automated Publishing
Yes
Contact Management
Yes
Content Management
Yes
Conversion Tracking
No
Customer Targeting
Yes
Keyword Filtering
No
Multi-Account Management
Yes
Post Scheduling
Yes
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes