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What is Inline CRM?
Inline Data Systems is a B2B enterprise dedicated solely to fulfilling vehicle service contracts. It excels in delivering profound insights, essential integrations, and a comprehensive marketing platform with multiple tiers. The Inline CRM designed for Vehicle Service Contract Sales serves as a robust tool, offering a thorough perspective on your marketing strategies and customer engagements across the organization. By leveraging our solutions, you can transform your call center into a center of profit, equipped with the necessary insights and data to drive success. With our expertise, you can enhance operational efficiency and maximize your revenue potential.
What is Forex CRM?
DivulgeTech Forex CRM is a specialized customer relationship management platform developed for forex brokerages. It provides an integrated environment where client relationships, partner networks, and back-office processes can be managed together. Unlike generic CRM systems, it addresses the specific requirements of trading firms, such as managing introducing brokers (IBs), handling multi-tier commission structures, processing deposits and withdrawals, and ensuring regulatory compliance.
The platform is built to work seamlessly with MetaTrader 4 and MetaTrader 5, allowing real-time synchronization of trading accounts, balances, and activity. This integration reduces manual data entry and ensures brokers have accurate information when overseeing daily operations.
Client and partner management features allow brokers to organize client accounts, track activity, and monitor affiliate performance. Multi-tier IB commission structures can be configured to support partner networks of varying complexity. Clients use a secure portal to manage their accounts, initiate deposits or withdrawals, and communicate with the broker, while partners have access to their own interface for tracking leads, commissions, and referrals.
In terms of back-office operations, the system supports deposit and withdrawal workflows, automated commission calculations, and detailed reporting. Compliance requirements are addressed with built-in KYC and AML tools, secure document management, role-based user permissions, and two-factor authentication for improved security.
The modular design makes the CRM adaptable to different business models. Brokers can extend functionality with integrations for PAMM (Percentage Allocation Management Module), social trading, or copy trading. REST APIs and webhooks allow integration with external applications, payment providers, or reporting tools, enabling firms to customize the system to their needs.
For More Details check divulge.tech/forex-crm/
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$1500 / Month
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
Inline Data Systems
Date Founded
2011
Company Location
United States
Company Website
inlinecrm.com
Company Facts
Organization Name
DivulgeTech
Date Founded
2024
Company Location
Cyprus
Company Website
divulge.tech/forex-crm/
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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