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Ratings and Reviews 0 Ratings
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What is BrokerIQ?
This specialized CRM solution tailored for the finance sector is crafted to enhance your ability to attract, convert, maintain, and profit from clients efficiently. It provides an effortless way to monitor potential leads and simplifies the client onboarding experience. With a detailed overview of each client, you can engage in constructive and actionable conversations. The process of conducting KYC checks is made more efficient through its integration with top eKYC service providers. BrokerIQ presents KYC-driven client statuses that make management simpler and offer a transparent perspective on client data. You can generate comprehensive, fully documented KYC and document checks through customizable reports that can be exported easily. Moreover, BrokerIQ is compatible with all major payment service providers, giving you the flexibility to select your payment processing partner. Every transaction, whether internal or external, is carefully logged in BrokerIQ, granting you a complete insight into your business operations. The platform also allows for the automation of bonuses with adaptable configurations tailored to various client segments, offering the possibility of setting both fixed and percentage limits. Additionally, BrokerIQ integrates effortlessly with leading trading platforms, empowering you to retain your preferred systems while smoothly branching out into new ones. This adaptability guarantees that your CRM solution is capable of evolving and scaling in conjunction with your business requirements. As a result, you can maintain a competitive edge in a rapidly changing financial landscape.
What is BMBY CRM?
BMBY acts as a remarkable growth driver for real estate developers, significantly improving sales and increasing customer lifetime value. This innovative real estate management software empowers both developers and brokers to enhance their sales performance by simplifying operations and improving business management. With a versatile web-based interface adaptable to various markets and languages, the platform includes a comprehensive customer relationship management (CRM) system, a real estate-focused marketing module, detailed management reporting, and a host of additional features. Presently, BMBY is fine-tuning its performance to deliver higher returns for thousands of users across over 25 countries. The platform offers essential tools for marketing, sales, and customer service, as well as functionalities for contract management and budget oversight. Furthermore, it integrates advertisement management capabilities, facilitating smooth connections with other online platforms. In addition to its task management and performance tracking features, it effectively handles expenses and provides a powerful report generation system, commission tracking, and a communication module for emails and SMS. By utilizing these advanced tools, users can markedly improve their operational efficiency and profitability while positioning themselves competitively in the market. Ultimately, BMBY’s comprehensive offerings make it an indispensable asset for anyone in the real estate industry.
Integrations Supported
PayPal
Skrill
VoiceSpin
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
TradeCore
Date Founded
2013
Company Location
United Kingdom
Company Website
www.tradecore.com/brokeriq
Company Facts
Organization Name
BMBY Software Systems
Date Founded
2003
Company Location
Israel
Company Website
www.en.bmby.com
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management