Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.
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Tai TMS
Tai TMS has been helping freight brokers to grow their businesses for 15 years. We have a core team that includes software developers and industry experts. Our customers trust us for our commitment to innovation, speedy, efficient problem solving, as well as dedication to their success. Tai TMS offers freight brokers a single platform that allows them to quote, book, and track shipments. Tai automates LTL shipping and provides FTL brokers a central platform for sourcing load coverage. Freight brokers understand what it takes to be competitive. However, it can be difficult to grow a brokerage without a modern TMS Solution. Tai is the solution. Tai TMS automates all aspects of logistics, giving freight brokers unprecedented visibility in the process and allowing them to work more efficiently. Tai's AI-enabled platform allows clients to book LTL and FTL shipping directly, which makes it easier for you to find new customers.
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FXCRM
FXCRM is an advanced Forex CRM solution tailored for contemporary FOREX brokers, CFD providers, cryptocurrency exchanges, proprietary trading firms, and multi-asset trading operations. This platform encompasses all necessary features to initiate, operate, and expand a brokerage from one centralized system, including client onboarding, KYC procedures, management of trading accounts, payment processing, IB oversight, bonus structures, contests, and automation of back-office functions.
With seamless integration capabilities for MetaTrader 4 (MT4), MetaTrader 5 (MT5), cTrader, WebTrader, MAM, PAMM, and Copy Trading solutions, FXCRM empowers brokers to create a holistic trading environment, thereby minimizing manual tasks and enhancing overall operational effectiveness.
Additionally, for emerging brokerages, FXCRM provides a Cloud (SaaS) Pay-as-You-Go plan, which enables brokers to launch without the burden of costly infrastructure investments while enjoying the advantages of top-tier security, automatic updates, regular backups, and reliable service availability. This flexibility allows new businesses to scale rapidly and efficiently in a competitive market.
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