Dedicated CRM Solutions

Customers are at the core of any business, which makes Forex CRM crucial tool for your business. In addition, Data and Sales management solutions are integrated in the solution. It helps in organizing and keeping track of Sales and Customer details.

Spare a minute and imagine what if you misplace customer contact information, only to see how important it is to have a good Forex CRM Solution. Visualise your best sales people working on the same lead due to lack of proper communication between them; leading to unpleasant in-house competition. In absence of a centralized program to log and track interactions with customers, you might run out of time and lose your potential clients.

Valsen provides a state of the art Forex CRM and has been specifically designed for the trading broker. Valsen offers a CRM platform that supports all types and sizes of brokerages for the successful management of their business. Our CRM solution is fully integrated, user friendly, robust and very powerful. It provides an efficient tool for the running and advancement of your brokerage.

Our CRM solution offers a range of benefits:

  • Keeps You Focused – Forex CRM Solutions serve you a complete picture of your sales progression, while keeping your current customers in mind. You can identify and aim at individuals with great potential for future sales. Forex CRM focuses and fine-tunes your marketing strategies to make your efforts more productive.
  • Easy Analytics and Reporting – your sales and clients information are integrated together making analysing and reporting of trading habits easier than ever before with our Forex CRM Solutions. Forex CRM enables you with powerful analytic and reporting tools that are not there in stand-alone systems.
  • Improved Efficiency – implementing our Forex CRM Software in your system replaces manual processes that create significant organizational inefficiencies. Our CRM platforms easily  integrates with other systems like marketing automation tools and sales services to enable companies to better communicate with customers.
  • Increased Accountability – it helps staff to understand their responsibilities towards their customers and identify issues when they occur, thereby fostering accountability.

Its prime features include:

  • Multi-System Integration – Forex CRM Software can be easily integrated with other systems like MT4 server, websites and landing pages using APIs. Plus, integration with social media pages and traders’ cabinet is also available.
  • Highly Secured – since CRM deals with loads of customer and employee information, it needs to be highly secured. Our Forex CRM Software will keep all your data safe and secured.
  • Easy to Use – it has a user friendly interface and all the functions in Forex CRM are designed keeping end user in mind.
  • Data Export – our CRM easily exports data in different formats like PDF and Spreadsheet for further analysis such as region wise trading, employee performance and establishing potential clients.

Managing Funds – our Forex CRM helps in managing financial logs precisely without any difficulties.


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