EuTrade CRM
Dedicated CRM that boost your brokerage growth
- Automated and manual tools for efficient brokerage management
- Manual verification
- Desk system for increased turnover
- Affiliate system, live and manual lead module
- Voip system, hidden numbers for agents
- Much more features…
Designed from scratch specifically for FX/CFD brokers
EuTrade CRM is brokerage software tailored for FX/CFD brokers, enhancing team productivity and scaling brand volume. It automates manual actions, allowing teams to focus on strategic business goals. Moreover, it provides seamless integrations with ready-to-use PSP & Crypto payments, VoIP, KYC, and affiliate systems, facilitating efficient operations.
Customer Management
- Customer management
- Positions control
- Transactions control
- Customer live tracking
Agents Dashboard
- Customer management
- Click to call (hidden credentials)
- Positions control
- Customer live tracking
- Notes
- Change of status
- Promo code
Benefits
Fast Client Onboarding
The streamlined onboarding process allowing brokers to quickly onboard new traders.
Seamless Integration
Connects seamlessly with existing server setups without need of any backend replacement.
Fast Client Onboarding
The streamlined onboarding process allowing brokers to quickly onboard new traders.