Leverate says that its customer relationship management (CRM) system integrates seamlessly with the current offering of trading platforms; the MT4 Client, the Web Trader and the Mobile Trader.
Traders will now have a shared wallet across all platforms. Company officials said that they can use one username and password to access their trading accounts on any of the three platforms. All of the information will appear as one account within the CRM, which is expected to make client management “easier” and “more efficient” than ever before.
Juan Jutgla, vice president of sales at Leverate, said that the company has no doubt that the Leverate CRM will drastically facilitate business management by integrating all the brokerage components.
“For the brokers we work with, it is a dream come true in managing their entire company's sales and marketing operations with one user-friendly tool,” Jutgla said.
Moreover, since the system is integrated with the external affiliate management and mass mailer systems, the advanced CRM saves the traders’ information upon account registration directly from affiliate campaigns and newsletters.
Automatically, the CRM sends the trader his username and password to access the account when a trader registers for a demo or live account, said company officials. Plus, the sales agent and affiliate manager have the capability to know exactly which campaign leads come from due to the capability of the system to automatically update and organize this information.
Additionally, the CRM also automatically updates the various trading platforms after the trader registers for an account. Company officials said that the trading platforms are updated with new traders’ account details, deposit and bonus information and a new account is opened internally in the CRM.
All transactions, both deposits and withdrawals, appear on the CRM and the MT4 trading platform. Company officials said that via the CRM, all the trading information and history from MT4 including, open and closed positions, and account balance, are accessible.
The reporting tool is being touted as the most beneficial among the newest features of the CRM. With the help of this tool, brokers can run reports to analyze campaigns, retention activity and sales activity to monitor employee performance and campaign success, said company officials.
Earlier this year, Leverate announced that its Mobile Trader which offers traders live access to their MT4 account through their iPhone and other mobile devices is accessible through Apple (News - Alert) App Store.
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Anshu Shrivastava is a contributing editor for TMCnet. To read more of Anshu’s articles, please visit her columnist page.
Edited by John Lahtinen