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Description
DivulgeTech Forex CRM is a customer relationship management system designed specifically for forex brokerages. It brings client, partner, and back-office functions into one platform, avoiding the need for multiple disconnected tools. With direct integration to MetaTrader 4 and MetaTrader 5, it synchronizes account data, balances, and trading activity in real time, reducing manual work and ensuring operational accuracy.
The system supports comprehensive client and IB management, including multi-tier commission structures, affiliate tracking, and performance reporting. Clients have access to a secure portal for account management, deposits, withdrawals, and communication, while affiliates and introducing brokers can monitor referrals and commission earnings through their own interface.
In the back office, the CRM handles daily tasks such as deposits, withdrawals, commission calculations, and reporting. Compliance functions include KYC and AML workflows, document storage, role-based permissions, and two-factor authentication, helping brokers meet regulatory standards.
The modular design makes the CRM adaptable to different business models. It supports integrations for PAMM, social trading, and copy trading, while REST APIs and webhooks allow custom connections to third-party services or payment providers. Multiple payment gateway options are available, offering clients flexibility in funding and withdrawals.
DivulgeTech complements the platform with onboarding, documentation, and continuous technical support. With more than 15 years of experience in CRM and financial software development, the company emphasizes reliability, integration, and scalability.
For more details check divulge.tech/forex-crm
Description
We assist agencies and professionals in enhancing their growth, streamlining processes, and ensuring clients remain engaged for extended periods. Utilize forms to manage incoming VIP inquiries and start gathering valuable information about your leads and potential clients. Relish in the opportunity to fine-tune a captivating customer experience that persists even beyond the sales funnel. When you can deliver personalized services while still expanding your reach, it becomes simpler to identify interested referral partners. There’s no need for additional tools; Ninjodo automatically generates tailored payment pages that are sent directly to clients, making payment organization a breeze. Achieving clarity in your workflow has never been more accessible. With straightforward and user-friendly client onboarding and project management, you can effortlessly monitor the progress of all your current clients. Create a lasting impression and gain recognition for your achievements. You will discover ways to reduce anxiety about attracting new clients, alleviate stress regarding cash flow, and learn strategies to avoid exhausting 100-hour workweeks that yield minimal results. Embrace a more balanced approach to managing your client relationships and projects.
API Access
Has API
API Access
Has API
Integrations
MetaTrader 4
MetaTrader 5
Pricing Details
$1500 / Month
Free Trial
Free Version
Pricing Details
$9 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DivulgeTech
Founded
2024
Country
Cyprus
Website
divulge.tech/forex-crm/
Vendor Details
Company Name
Ninjodo
Country
Australia
Website
ninjodo.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
