Why QoreFX is the CRM System your Broker Business needs

Apr 19, 2019 | General

Following the explosive growth of the Forex industry in the past years, CRM Systems have become a key ingredient in helping brokers achieve new heights and offer their clients an excellent level of service. A robust and flexible CRM can help any business evolve and become more efficient. That is why, regardless of the size, Forex companies need to understand the benefits of purchasing a powerful CRM System. We narrowed down the main characteristics that should be taken into account when purchasing a Forex CRM System.

Supports Sales

At the end of the day, the main function of a CRM System is to help you generate, track and follow up your leads. It should allow you to record a lead’s contact information, its position in the sales lifecycle and what actions were performed on it by your sales team.

The QoreFX CRM System offers a number of tools to help you monitor new leads and track their status, with user configurable dashboards, flexible client onboarding, opening of accounts and approval of deposits from the CRM and more.


Creates Dynamic Reports

Your CRM must be able to generate all sorts of reports. Whether it’s monitoring trading activity, leads, revenue or other data, you should be able to view this with a few simple steps. Compiling data and allowing the user to work with it, accordingly, is a must for any good CRM System.

With a few simple steps, QoreFX allows its customers to convert any collection of entries into a graphical report. It helps Sales teams monitor their KPIs and helps Backoffice and Compliance departments monitor all leads that need to comply with current Forex regulatory requirements.


Monitors communications

Customer management is another important function that a CRM should help with. Keeping track of all the communications performed will allow your brokers to be up to date on the status of a client.

With QoreFX, you can leave follow up reminders and comments for each entry in the system, helping to keep colleagues in synch with regards to what is happening with a particular client. It also offers email integration, allowing users to read emails straight from the platform, thus simplifying the communication process.


Created for Forex

Using off-the-shelf CRM Systems or generic CRM Systems in the Forex space can prove to be very cumbersome. A high degree of customization is required to cater to the intricacies of the Forex industry. This may result in a longer implementation period and higher costs than expected. Choosing a CRM System that was made for Forex greatly reduces the risk of receiving a sub-optimal system.

QoreFX was created by a team of talented developers who had previously worked in large Forex corporations. This allows us to have an in-depth understanding of the industry and to focus on the aspects that really matter. We have built QoreFX to solve many of the system challenges that Forex companies face today.


Offers essential integrations

The more integrations the CRM offers, the better. It basically means that you will be able to use your solution as an all in one system, rather than having to access a number of different systems to view pertinent information.

QoreFX has many applications pre-integrated to assist from trading platforms, to marketing solutions, to call/email logging. Here are just a few of the applications that our solution has been pre-integrated with:

  • MT4 / MT5 Trading Platform
  • cTrader Trading Platform
  • Exelsys HR System
  • MailChimp / GetResponse
  • Clickatell for Bulk SMS Marketing
  • Epik for producing custom video marketing
  • Google Calendar
  • Social Media
  • LiveChat Systems
  • Asterisk PBX and 3CX PBX for click-to-call and recording and logging telephony conversations


QoreFX was created by a team of developers with extensive experience in the Forex industry. Our solutions focus on tackling the problems that Brokers face while providing a wealth of features for functionality and efficiency. We offer a class-leading Forex CRM System, a flexible and robust Trader’s Cabinet/Member’s Area, development of Forex Websites, and integration of systems with trading platforms, payment gateways, and other third-party applications. We map out the most effective ways to implement your solutions in accordance with your processes through what we’ve learned over decades of experience.



Author: Nadia Ivanova, PR & Digital Marketing Manager at Qobo Group Ltd