What if there was a tool that could help you elevate your brokerage and succeed in the competitive world of Forex brokerages? Well, there is one – it’s called B2Core. This powerful platform can automate your business processes and make connecting with clients and brokers easier. With B2Core Forex CRM, you’ll be able to work more efficiently and effectively, giving you the edge you need to stay ahead of the curve. What is B2Core? What makes it the best Forex software on the market? And how can it benefit your brokerage? Keep reading to find out.
What is B2Core?
B2Core is a powerful CRM tool that’s specifically designed for Forex brokerages. It offers a wide range of features and functions that can help you streamline your business processes, making it easier and more efficient for you to connect with clients and brokers.
A CRM system is essential for any business that wants to streamline operations and improve customer relations.
If you’re not using a CRM system, you’re likely missing out on opportunities to improve your business. How so? Let’s take a look at some of the ways a CRM can benefit your brokerage:
- Stay organized and on top of your leads.
A CRM system gives you a centralized place to store all your leads’ information, so you can easily track their progress and follow up with them in a timely manner. This way, you’re less likely to forget about a lead or lose track of their contact information.
- Increase efficiency and productivity.
With a CRM system, your team can automate repetitive tasks, such as sending out welcome emails or setting up appointments. This frees up time for your agents to focus on more critical tasks, such as cultivating relationships with clients and generating new business.
- Improve customer service.
A CRM system helps you keep track of every interaction you have with a client so that you can provide them with better service. For example, if a client calls with a question, you can quickly pull up their information and see what stage they’re at in the buying process. This way, you can provide them with the most relevant information and answer any questions they may have.
- Make better decisions with data.
A CRM system gives you access to a wealth of data that you can use to make better decisions for your business. For example, you can use data from your leads’ interactions with your website to improve your marketing campaigns. Or, you can use data from your customer service interactions to enhance the quality of your customer service.
- Generate more revenue.
When used correctly, a CRM system can help you boost your sales and generate more revenue for your business. For example, by tracking the progress of your leads through the sales funnel, you can identify any bottlenecks preventing them from converting into customers. Then, you can take steps to address those bottlenecks and increase your conversion rate.
As you can see, a brokerage CRM system is a powerful tool that can help you improve your brokerage business in many ways. If you’re not using a CRM, now is the time to consider doing so. It could be the key to taking your business to the next level. And B2Core CRM has all the tools you need to do just that.
What Makes B2Core the Best
B2Core has all the features and functions you need to streamline your brokerage business. It offers a wide range of features that can help you connect with clients and brokers, automate your workflow, and improve your customer service.
Intuitive User Interface
First impressions are everything, so make sure you get it right the first time with B2Core. The front end is the first thing potential customers will see when they land on your website, so it’s essential to ensure that it’s optimally designed and animated to avoid any confusion on the client’s side. The last thing you want is for them to be immediately turned off by a poorly designed or executed front end.
B2Core offers a clean and modern user interface that is easy to use and navigate. The menus are intuitive and well organized, so you can quickly find what you’re looking for. The software is also responsive so that it will look great on all devices, including smartphones, tablets, and laptops.
Depth Of Market
The Market Depth Widget allows end-users to see the market’s liquidity at different price levels. It can be added to the workspace as an overlay on top of the order book. The widget displays the number of buy and sell orders at each price level and the cumulated sizes of those orders. This information can be used to assess market conditions and make informed trading decisions. The widget is updated in real-time, so end-users can always have an up-to-date market view.
Integrated PSPs
Integrated PSPs, or payment service providers, can help streamline a business’s payment process. With B2Core, companies can enable 30+ EMIs, or electronic money institutions, to be used for payments. This can help to increase efficiency and reduce costs. In addition, banks and other financial institutions can also be enabled for payments through B2Core. The integration process is quick and easy, taking only a few minutes to complete after doing the necessary paperwork.
IB Room Affiliate Module
The affiliate module is the best marketing tool in the Forex and cryptocurrency space. Any trader can become a partner. You just need to register on the website and create your own team of traders. The more people you attract, the more you earn. There is no limit to earnings.
KYC
At its core, the “Know Your Customer” (KYC) procedure is designed to prevent financial crimes such as money laundering and fraud. By ensuring that everyone who uses a broker or exchange has been properly vetted, KYC helps to create a safer financial system for everyone. B2Core offers ready integration with the leading global KYC providers and can integrate any additional ones that your clients may need.
Bulk Adjustments
User management is a crucial responsibility for every administrator. This new approach simplifies the process of modifying any aspect of the service, whether it be the addition or removal of features, the adjustment of user permissions, or anything else. And now, with B2Core’s improved features, it’s simpler than ever. Many users may have their settings changed with a few clicks. Already, the system can do 6+ activities, and the B2Core team is working on adding many more.
Security
During dozens of vulnerability tests conducted, more than a thousand attempts were made to hack B2 Core solutions. To date, not a single one has been successful. Based on this experience, B2Core has developed functionality allowing you to predict and avoid any slip-ups. The safety of the customer is clearly of paramount importance. For further protection, use Google Authenticator in conjunction with a phone number to ensure that only verified accounts may access the account.
Тicket Systems Integrations
B2Core offers a wide range of integrations with various ticketing systems. This allows businesses to streamline their customer support processes and improve efficiency. With B2Core, companies can provide their customers with a better experience by ensuring that they always have the latest information available. In addition, the integration of ticketing systems can help businesses to save time and money.
Education and Training
B2Core offers a wide variety of educational materials and documentation to help with in-depth training for your team! The courses are designed to give your staff the knowledge and skills they need to succeed in their roles. The solution has an extensive online library that offers a variety of resources, including instructional videos, articles, presentations, and more.
Final Words
Broker CRM is an important part of your business. It helps to manage customers, sales, and operations. B2Core offers a complete solution for FOREX and cryptocurrency brokers. The platform is easy to use and offers a wide range of features. It is also constantly being updated with new features and integrations. There’s a reason why B2Core is trusted by some of the world’s leading brokers. With its robust and reliable platform, B2Core can help you take your business to the next level.