Optimize your entire process for sales and onboarding.
A Forex CRM to help you track lead flow and convert more leads into active traders.
Activate automated onboarding workflows that assign new leads to the right sales representative and reduce 1st contact times.
Run real time reports to show how much revenue you’ve earned per lead and which team members are hitting targets.
Build stronger relationships with clients and partners.
Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL.
Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage.
Drive traffic and boost leads with targeted marketing campaigns.
Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution.
Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes.
Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business.
Connect seamlessly to MetaTrader 4 & 5 and other major platforms.
Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms.
With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control.