Game-Changing Forex CRM

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About Gateso Forex CRM

Forex CRM is a revolutionary cloud-based CRM solution designed to meet the needs of startups and established 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 CRM

Boosting Sales

Leverage Forex CRM Solution to boost sales and customer retention for your brokerage.

FX Chatbot

Our CRM includes an AI-powered chatbot that can provide quick and accurate responses to customer inquiries.

Automated Marketing

Automate your marketing campaigns to send targeted messages to the right customers at the right time.

Data Security

Your data is safe with us. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. Trust us to keep your information secure.

Improved Collaboration

Collaborate with your team more effectively by assigning tasks, sharing information, and tracking progress.

Analytics and Reporting

Our Forex CRM has powerful analytics and reporting features to help you gain insights into your business operations.

Robust Features of Forex CRM

Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability.

Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner.

 

With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location.

 

Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient.

We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels.

Join the Growing Community of Forex Brokers Scaling with Forex CRM

Over 200 brokers and counting trust our CRM for boosting sales, improving customer satisfaction, and streamlining their operations.

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