If you are running a forex brokerage, it is important to know that your trader’s room (CRM) is one of the most crucial aspects of your business operation. Those who are setting up a new business and exploring the various Forex and Crypto broker solutions on offer should be aware that a good Forex CRM system is central to running your business optimally. Regardless of whether you’re an existing brokerage or a new enterprise, CRMs are an essential component for your business as they allow for effective customer interaction, and a whole lot more. A good CRM system performs a long list of tasks and collects customer information, hence is invaluable to your business. In this respect, they are also very useful when it comes to converting leads into real clients. In this article, you can learn more about the benefits of opting for the best CRM money can buy. 

In such a large industry, it’s not surprising to hear that there is a vast array of CRM solutions available on the market. Good news, but each one offers many different functions, so which one do you choose? It is advisable to research what’s out there and make an educated decision on the one best suited for your type of business and what you are trying to achieve. It goes without saying that choosing the right one for your requirements needs to be thoroughly assessed for its suitability. Flexibility issues are at the core of B2Core which has designed a CRM solution that can deal with all kinds of businesses differing needs. The company’s innovative pack-based solution offers a long list of functions that delivers an all-encompassing collection of useful features, with the opportunity to have a unique bespoke service that fits your precise business requirements. 

Many industry-leading brokerages already use B2Core. For them, choosing it was an easy decision as it offers a solution with benefits not available with other CRMs. To follow are some of the top advantages you will gain from implementing B2Core.

What is B2Core?

B2Core handles tasks involving the organisation of the work of Forex brokers and crypto exchanges, back office for employees and administrators, front-end for traders, verification and registration of customers and countless payment functions. It is ideal for professional businesses including FX and crypto brokers, converters, spot and margin exchanges, EMIs and crypto wallets/companies that accept cryptocurrency payments. Many of B2Broker’s existing clients already use it, so if you’re a prospective client looking for an industry-leading solution designed for your business, you’ve come to the right place. To add to this, the solution has won several industry awards in recognition of its cutting-edge, industry-leading technology and the outstanding service it offers.

An Innovative Pack-Based Solution 

If you’re looking for a solution that is better than the industry-average with a requirement for extended functionality to handle a higher level of work and a highly customised range of demands, B2Core will exceed your expectations in comparison with other products in the market. 

B2Core’s pack-based solution introduces a brand new concept to the market, enabling you not only to choose a package that suits your requirements exactly, but to pay only for what you need. For example, some brokers will find the Basic package ideal for their needs but those with more demands will benefit from the extended set of features available in the Advanced and Enterprise packages. 

With B2Core, you get a pack-based product which is highly responsive to your clients requirements. It’s flexible enough to be adjusted to meet a broader range of tasks should the need arise. It is also compatible with most trading platforms so if you are a Forex or Crypto Broker business looking for an MT4 CRM, you’ve found your perfect solution!

Unbeatable Range of Features

B2Core is one of the top choices for all professional businesses. Its impressive range of features include the following: 

• An adaptive dashboard where users can access all their activities and allows admins to add, replace and delete widgets.

• Access to real-time financial data generated in a convenient and easy-to-use format.

• The ability for users to analyse trading activity to check and keep track of their clients’ data.

• Easy KYC account verification procedures with a section where all verification level changes are displayed and other details including SumSub and IDM, etc are shown.  

A special note is made of the UI interface which is so convenient to use. Its customisable set of personal settings include, for example, the ability to switch between light and dark modes. In addition, an unlimited number of workspaces, market depth widget, branding of the client’s cabinet, and a long list of other useful features will give you the means to set yourself apart from your competitors.

B2Core supports multiple language options and offers a mobile version with features including Login, Registration, Wallets, MT4, Deposit and Transfer with over 30 payment integrations. 

A Great CRM Solution Designed for Every Business Need

In summary, B2Core is an impressive CRM solution in so many ways thanks to its huge range of customisable features and the opportunity for users to choose exactly what suits them. It is the solution of choice for every professional company and one which competently handles the client-facing operations of all types of financial business, regardless of complexity. 

B2Core is truly an efficient, high-performance system which will exceed your expectations as it easily surpasses all the “one size fits all” client cabinet solutions in the market. B2Core implementation couldn’t be easier and you can be up and running in just 7 days after signing the agreement. Sign up today!