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What is Skale CRM?

Enhance the growth of your business by accurately assessing and tracking your sales performance. A brokerage firm saw an incredible rise from having 6 to 600 sales agents in just one year by refining their sales processes using the Skale Customer Revenue Management Platform. This platform facilitated the automation of client communications, leading to a considerable decrease in acquisition costs while safeguarding client data for enhanced security. Discover how you can elevate your revenue from $2 million to $8 million in a single year with a dedicated sales team, all while prioritizing security, privacy, and effective risk management. It's essential to monitor compliance and regulatory obligations to maintain operational stability. Rather than spending 1-2 days each month on internal audits, you can condense this time to under thirty minutes each week with the efficiency of Skale's platform. With the Skale Forex CRM, you receive a holistic range of tools that allows you to commence trading without delay. This system includes integrated marketing, sales, and retention functionalities, as well as seamless MT4 integration, payment service providers, and a host of advanced FinTech tools. Additionally, the Skale CRM is not only highly adaptable but also can be implemented within hours instead of days, boosting profit margins while reducing risk exposure. Such powerful features position businesses to excel even in a challenging market environment, making it imperative to leverage innovative solutions for sustained success.

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
Match2Pay
MetaTrader 4
Microsoft Power BI
TUNE
cXchange

Integrations Supported

VoiceSpin
Cellxpert
Clickatell
CommPeak
Match2Pay
MetaTrader 4
Microsoft Power BI
TUNE
cXchange

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per user
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

Skale

Date Founded

2017

Company Location

Israel

Company Website

www.skalecrm.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

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