Forex CRM
Forex CRM that will streamline the processes at every step of Forex Broking Business.
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About Forex CRM
Forex CRM is a revolutionary cloud based CRM solution designed to meet the needs of startups and established forex brokerage firms.
Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry. Our commitment to innovation and customer satisfaction sets us apart as a leader in the field.
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.
Latest Forex CRM Solutions to
Tackle the Competition
How CRM Works?
FX CRM
Why choose PheasanTech Forex CRM?
Amazing Features
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- 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
Join the Growing Community of Forex Brokers Scaling with PheasanTech
Pricing
Choose the plan that's right for you
Yearly |
No Set-up 6000 USD UpFront |
No Set-up 12000 USD UpFront |
No Set-up 18000 USD UpFront |
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Monthly |
One-Time Setup USD 1000 Monthly Support USD 500 (To be paid quarterly USD 1500) |
One-Time Setup USD 2000 Monthly Support USD 1000 (To be paid quarterly USD 3000) |
One-Time Setup USD 2000 Monthly Support USD 1500 (To be paid quarterly USD 4500) |
| 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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| Website Forms Integration | 300 USD | 300 USD | 300 USD |
| 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 20 |
| 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 | 5 | 10 | 15 |
| 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 | |||
| CRM Mobile Application (Inclusive of Android and iOS) |
One-Time Setup USD 1000 Monthly Support USD 350 (To be paid quarterly USD 1050) |
One-Time Setup USD 1000 Monthly Support USD 500 (To be paid quarterly USD 1500) |
One-Time Setup USD 1500 Monthly Support USD 1000 (To be paid quarterly USD 3000) |
| Trader's Room Mobile Application (Inclusive of Android and iOS) |
One-Time Setup USD 1000 Monthly Support USD 350 (To be paid quarterly USD 1050) |
One-Time Setup USD 1000 Monthly Support USD 500 (To be paid quarterly USD 1500) |
One-Time Setup USD 1500 Monthly Support USD 1000 (To be paid quarterly USD 3000) |
| Additional Training* | 100 USD Per Session | 100 USD Per Session | 100 USD Per Session |
| IB Multi Level Addon | |
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25 USD/level |
| CRM User Addon | |
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25 USD/user |
3rd Party Integration
Elevate your business with seamless integration: our CRM integrates with popular third-party forex tools and platforms for maximum efficiency.
MT4 Integration
MT4 integration allows you to seamlessly connect your Forex trading platform with our CRM, enabling you to manage your customer accounts, trades, and other key data from one centralized location.
MT5 Integration
MT5 integration provides the same seamless connectivity and centralized management as our MT 4 integration, with added features and functionality for advanced Forex traders.
Payment Getaways
Payment Gateway integration enables you to securely accept payments from customers via multiple payment methods. This ensures that your customers can make payments conveniently and securely.
Vertex
Our CRM's integration with Vertex provides you with a multi-level online and auto trading platform, used by Forex trader's room, liquidity providers, exchanges, market makers, and brokerage firms.
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 is a Forex CRM System & Software Provider in India and UAE. We design a completely reliable Best Forex CRM Solution for Forex Brokers & Traders. A Cloud Based CRM tool is a key part of a Forex Brokers Business. Maximize your sales by Self-Hosted Forex CRM. PheasanTech Forex CRM gives you a totally secure, customized and scalable forex CRM system that will allow your team to achieve the targets, within the given timeline.
A Multi-Level
Partnership Program
Join as an Affiliate or Introducing Broker
Collaborate with the most trusted Forex solutions provider as an Affiliate or Introducing Broker, and boost your earnings with us.
At PheasanTech, we understand the power of collaboration. That's why we're thrilled to introduce our exclusive partnership program that offers not just financial rewards but a chance to be part of a groundbreaking industry movement.
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Boost Your Earnings
Join PhesanTech's partnership program to increase your income. Collaborate with us, expand your network, and earn more through commissions and incentives.
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Get Personalized Support
Experience dedicated assistance tailored to your needs. Our team ensures personalized guidance, helping you succeed at every step of the partnership journey.
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Earn Timely Rewards
Enjoy regular rewards for your performance. With PhesanTech's program, your efforts are acknowledged promptly through bonuses and timely incentives.
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Access To Resourceful Toolkit
Gain access to a comprehensive toolkit equipped with essential resources. Use these tools to enhance your strategies and streamline your operations effectively.
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Ongoing Education Support
Continuously upgrade your knowledge and skills with our educational support. PhesanTech provides ongoing training and resources to keep you ahead in the market.
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
Frequently Asked Questions
Don't let unanswered questions hold you back. Get the information you need by browsing through our list of FAQs.
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How does the Forex CRM benefit my brokerage operations?
Our Forex CRM streamlines sales and support tasks, saving time and costs for your team. It works round the clock, enhancing global accessibility and creating a positive client impression while ensuring a remarkable return on investment (ROI) for your business.
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What sets PheasanTech Forex CRM apart from others?
We offer cutting-edge features, customizable solutions, and a user-friendly interface. With smooth task execution, widget integration, and a foundation for automation using AI and RPA, our CRM ensures exceptional ease and efficiency.
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Can I integrate third-party tools into the Forex CRM?
Absolutely! Our CRM effortlessly integrates with popular third-party forex tools and platforms, providing maximum efficiency for your business operations. Whether it's MT4/MT5 integration, payment gateways, or the Vertex multi-level trading platform, seamless connectivity is our forte.
Blogs & News
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