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What is Proftit CRM?

Proftit enables you to effortlessly simplify the intricate demands of operating a brokerage into a cohesive, effective, and expandable business model. By integrating all client communications, transactions, and performance indicators into a single, user-friendly platform—your Single Point of Truth (SPOT)—you can eliminate disjointed systems, alleviate compliance burdens, and allow your team to concentrate on fostering growth and providing outstanding client service. This solution is ideal for firms managing various brands, expanding their operations, or starting a proprietary trading business, as Proftit offers the insight, authority, and assurance needed to excel in your industry. With Proftit, you can confidently navigate the complexities of the market while ensuring a superior experience for every client.

What is FxCore CRM?

FxCore CRM is a tailored customer relationship management platform specifically created for forex brokers, CFD brokers, proprietary trading firms, and various financial service providers. It significantly improves the efficiency of processes such as client onboarding, KYC/AML verification, and the management of affiliates and introducing brokers while adeptly managing deposits and withdrawals to ensure adherence to regulatory standards. Users enjoy seamless integration with popular trading platforms like MT4 and MT5, enabling them to track trading accounts and activities in real-time, supported by robust role-based access controls and detailed reporting functionalities. Furthermore, the system includes revenue tracking dashboards that empower users to evaluate their financial performance effectively. This suite of features not only enhances operational efficiency but also positions FxCore CRM as an essential asset for businesses navigating the fiercely competitive landscape of the financial industry. By streamlining complex processes, it allows firms to focus on growth and client satisfaction.

Media

Media

Integrations Supported

VoiceSpin
Voiso
mT5

Integrations Supported

VoiceSpin
Voiso
mT5

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

999
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Version
Free Trial Offered?

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

Proftit

Company Location

Israel

Company Website

www.proftit.com

Company Facts

Organization Name

FxCore CRM

Date Founded

2020

Company Location

United Arab Emirates

Company Website

fxcorecrm.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

Categories and Features

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