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

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

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

Builds positive impression

Forex CRM makes the interaction with the customer seamless and it creates a lasting impression in the mind.

Gives amazing RoI

Gives amazing RoI

Forex CRM is an investment that will keep on churning out money and boost your revenue in the long run.

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

Join the Growing Community of Forex Brokers Scaling with PheasanTech

Pricing

Choose the plan that's right for you

 
Beginner

(1 - 1000 Contacts / 5
CRM Users)

Get Started Now

Most Popular

Expert

(Upto 5000 Contacts /
10 CRM Users)

Get Started Now
Enterprise

(Upto 10000 Contacts /
15 CRM Users)

Get Started Now

Yearly

No Set-up
6000 USD UpFront
No Set-up
12000 USD UpFront
No Set-up
18000 USD UpFront

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*
Website Forms Integration 300 USD 300 USD 300 USD
Support
FAQ
Portal Access
Premium Chat Support*
Training
Pre-Recorded Videos
Live Training 1 Session 2 Session 3 Session
CRM & Cabinet Features
Lead Management
Contact Management
KYC Management
Admin Dashboard
Reports
Live Account Management
Demo Account Management
Tasks, Activities, Comments & Notes
Campaigns (Email Marketing & Insights)
Multi-Currency*
Multi-Lingual*
PSPs Integrated* Upto 5 Upto 10 Upto 20
Advanced filters in each module
IB Module
IB Multi Level* Upto 3 Upto 5 Upto 10
CRM Users/ Team Members 5 10 15
Ticketing Module & FAQ
Tools
E-wallet
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 25 USD/level
CRM User Addon 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.

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.

fx_crm_prt

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.

  • 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.

  • 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.

  • Earn Timely Rewards

    Enjoy regular rewards for your performance. With PhesanTech's program, your efforts are acknowledged promptly through bonuses and timely incentives.

  • 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.

  • 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

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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!

Frequently Asked Questions

Don't let unanswered questions hold you back. Get the information you need by browsing through our list of FAQs.

  • 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.

  • 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.

  • 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.

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