Forex CRM
Forex CRM will streamline the processes at every step of Forex Broking Business
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FX CRM
Why choose PheasanTech Forex CRM?
Amazing Features
01
- Allows your sales teams to execute the tasks digitally
- Integrates widgets and tools as per the requirements
- Prepares the foundation for automation with RPA & AI
Total Customization
02
- Customized CRM as per the scale and target audience
- Easy upgrades/ updates to finetune the functionalities
- Constant insights & reports to monitor the performance
Ease of Using
03
- Simple and straight forward user interface for the team
- Designed to save the time and efforts of the sales teams
- Easy to learn processes; and easier to use on daily basis
Pricing
Choose the plan that's right for you
Yearly |
No Set-up 3000 USD UpFront ( 12 Months + 2 Months Free) |
No Set-up 6000 USD UpFront ( 12 Months + 2 Months Free) |
No Set-up 12000 USD UpFront ( 12 Months + 2 Months Free) |
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Monthly |
1000 USD One Time Set-up 250 USD Per Month (To be paid quarterly USD 750) |
1000 USD One Time Set-up 500 USD Per Month (To be paid quarterly USD 1500) |
2000 USD One Time Set-up 1000 USD Per Month |
| Add ONs (Third-Party) | |||
| SMTP add on inclusive* |
Upto 10000 Monthly | Upto 20000 Monthly | Upto 50000 Monthly |
| AWS DB server add on inclusive* |  |
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| SSL Setup For CRM & Cabinet* | |||
| Website Forms Design & Integration | 300 USD | 300 USD | 300 USD |
| Open Live Account Form |  |
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| Open Demo Account Form | |
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| Contact Us Form | |
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| Support | |||
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| Portal Access | |
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| Premium Chat Support* | |
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| Training | |||
| Pre-Recorded Videos | |
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| Live Training | 1 Session | 2 Session | 3 Session |
| CRM & Cabinet Features | |||
| Lead Management | |
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| Contact Management | |
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| KYC Management | |
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| Admin Dashboard | |
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| Reports | |
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| Live Account Management | |
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| Demo Account Management | |
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| Tasks, Activities, Comments & Notes | |
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| Campaigns (Email Marketing & Insights) | |
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| Multi-Currency* | |
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| Multi-Lingual* | |
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| PSPs Integrated* | Upto 5 | Upto 10 | Upto 15 |
| Advanced filters in each module | |
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| IB Module | |
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| IB Multi Level* | Upto 3 | Upto 5 | Upto 10 |
| CRM Users/ Team Members | 2 | 5 | 10 |
| Ticketing Module & FAQ | |
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| Tools | |
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| E-wallet | |
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| Platform Supported (MT4/MT5/Vertex) | Any 1 | Any 1 | Any 2 |
| Ad On Service | |||
| Trader's Room Mobile Application (Inclusive of Android and iOS) |
Set Up USD 1000 + Monthly USD 250 |
Set Up USD 1000 + Monthly USD 250 |
Set Up USD 1000 + Monthly USD 500 |
| Additional Training* | 100 USD Per Session | 100 USD Per Session | 100 USD Per Session |
Latest Forex CRM Solutions to
Tackle the Competition
Benefits of
PheasanTech Forex CRM For Forex Broking Businesses
Saves time and money
Forex CRM allows a small sales team to handle all the sales and support tasks effectively, within deadlines.
Works 24 X 7 X 365
Forex CRM allows you to reach out to the world without worrying about time zones and boundaries.
Builds positive impression
Forex CRM makes the interaction with the customer seamless and it creates a lasting impression in the mind.
Gives amazing RoI
Forex CRM is an investment that will keep on churning out money and boost your revenue in the long run.
The result speaks
Forex CRM has changed
the way
forex broking is done!
29%
Improvement in sales of the company
34%
Improvement in team’s productivity
74%
Improvement in customer satisfaction
PheasanTech Forex CRM gives you a totally secure, customized and scalable forex CRM system that will allow your team to achieve the targets, within given timeline.
Request a quote
Fill in this form or send us an e-mail.
Clients Speak
We are eternally grateful to all our clients
We believe in progress and prosperity for our associates and all our clients. Their words are the real treasure for us!
Excellent service support of Pheasantech. Its been more than a year we are associated with them . Your CRM solution makes our work more easy and comfortable. Easy to handle, sort everything in a minute.Amazing team, who are always there to support you. In short if we say quick and smart team work in Pheasantech.
FX Wonders
Mr Rajesh Karlopia
It been more than year and Half to be associated with pheasant Tech and you guys ensured no stone left unturned. Your top notch customer support and always up for challenges approach makes you people true Diamond. Well Done.
FX Nice
Abhinav Kundra
Excellent work, amazing team, effective cost, quick support and smart work!!! The output is beyond the expectation so really appreciate the team efforts.
GPFX
MR. KENICHI
They offer honesty service to the customer when we have a trouble they get quick response and solution for us.
QtimeFX
Jason
Excellent CRM system and custom finstech solutions software development. Solid support and follow up.
Evolution Brokers
Wael Al Kel
