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What is RE Deal Tracker?

RE Deal Tracker is a dedicated commission accounting solution tailored for commercial real estate firms. This software enables brokerage owners, office managers, and accountants to enter details for each lease or sale a single time, leading to automatic commission calculations for sales agents, co-brokers, and the brokerage itself, as well as generating invoices for upcoming payments. Moreover, it allows for the seamless printing and emailing of invoices, monitors incoming payments, and assists users in tracking outstanding balances, making it straightforward to identify overdue accounts. Teams can efficiently oversee the financial obligations owed and received by individual sales agents and co-brokers, create closing sheets, and monitor important renewal dates. An integrated CRM enhances client management capabilities, while the Office and Enterprise plans offer additional features like a pipeline board and Lease Radar, with the Office plan providing synchronization with QuickBooks Online. Designed as a web-based solution, it is offered in Solo, Office, and Enterprise levels, catering to the varied operational needs of brokerages and ensuring a customized experience for users. This adaptability ultimately contributes to improved efficiency and better financial oversight within the brokerage's operations.

What is Nullpoint Forex CRM?

Nullpoint Forex CRM is an all-encompassing platform designed specifically for Forex and CFD brokerages, functioning as both a customer relationship management tool and a client area solution. It integrates numerous facets of client management, such as the onboarding process, KYC compliance, payment processing, trading account management, sales activities, and back-office operations into a single, streamlined system. The platform is compatible with widely-used trading software, including MT4, MT5, and cTrader, and also connects with payment processors, KYC service providers, VoIP systems, and other critical components needed by brokerages. Additionally, Nullpoint Forex CRM includes advanced multi-level IB and partner management features, enabling brokers to effectively supervise client interactions and partner networks within an integrated technological ecosystem. It is tailored to meet the needs of both established and new brokerages, focusing on automating workflows, reducing manual interventions, and improving scalability across diverse trading platforms and regulatory frameworks. Consequently, this powerful tool helps brokerages enhance their operational efficiency and swiftly adapt to the ever-changing landscape of the financial market, ultimately contributing to their sustained growth and success.

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Integrations Supported

QuickBooks Online

Integrations Supported

MetaTrader 4
MetaTrader 5
MetaTrader API
cTrader

API Availability

API Availability

Pricing Information

$149/month
Solo is $149/month and includes commission calculations and splits, installment invoices, closing sheets, and renewal tracking. Office is $499/month and adds Lease Radar, a pipeline board, and QuickBooks Online sync. Enterprise pricing is available by quote and adds multi-office support and extended support services. The vendor's pricing page shows annual billing for the $499/month plan.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Dataware Systems

Date Founded

1973

Company Location

United States

Company Website

redealtracker.com

Company Facts

Organization Name

Nullpoint Technologies

Date Founded

2017

Company Location

Cyprus

Company Website

nullpoint.io/forex-crm-client-area/

Categories and Features

Categories and Features

Financial CRM

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

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