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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 LXCRM?

A strong CRM system is vital for any retail brokerage, and LXCRM was specifically designed to streamline communication with Forex traders with ease. Each aspect of this CRM is customized to address the distinct needs of Forex brokers, boosting operational effectiveness through combined marketing and automation capabilities. Featuring numerous customizable dashboards, all essential data is accessible on a single page for your convenience. LXCRM integrates smoothly with affiliate networks, email marketing, SMS services, and additional tools to create a holistic strategy for client engagement. You have the ability to track the performance of your sales and success teams, whether as a group or individually, facilitating a deeper understanding of your operations. Different team members can be assigned tailored permissions, ensuring maximum data security across your organization. A dedicated success manager will work closely with you to develop the ideal package suited to your requirements, while our technical team guarantees seamless installation and integration of all brokerage elements. Moreover, a training specialist will assist your team in navigating the various systems, ensuring everyone is equipped to utilize the available tools effectively. With LXCRM, your brokerage can significantly enhance its performance and secure a competitive edge in the dynamic Forex market, ultimately driving greater client satisfaction and retention. Additionally, this comprehensive system fosters improved collaboration among team members, contributing to a more cohesive working environment.

Media

Media

Integrations Supported

VoiceSpin
Cellxpert
Clickatell
CommPeak
Microsoft Power BI
TUNE
Voiso

Integrations Supported

VoiceSpin
Cellxpert
Clickatell
CommPeak
Microsoft Power BI
TUNE
Voiso

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

Proftit

Company Location

Israel

Company Website

www.proftit.com

Company Facts

Organization Name

Leverate

Date Founded

2007

Company Location

Israel

Company Website

leverate.com/lxcrm/

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Popular Alternatives

Forex CRM Reviews & Ratings

Forex CRM

DivulgeTech

Popular Alternatives

Forex CRM Reviews & Ratings

Forex CRM

DivulgeTech
Proftit CRM Reviews & Ratings

Proftit CRM

Proftit