Smart CRM: Client Area
All your customer enquiries managed with our CRM
Thanks to this area, your customers will be able to manage all their transactions and formalities with total comfort.
The CRM solution solution for your broker
At Smart Broker Solutions we have been in the trading industry for many years, which has given us a deep understanding of the needs of brokers and traders. As a result, we have created CRMReal which presents you with a CRM platform that is fully customisable and adapted to each client.
Features of the Client Area
DESIGNED AFTER ANALYSING FEEDBACK FROM TRADERS
Deposit and withdraw through the most popular platforms
Open an account or change leverage in one click
Emulate the best traders thanks to Copy Trading
Get your IB portal with the most powerful tools on the market
Easily meet your KYC with mandatory verification
Open tickets to our support whenever you need it
Deposit and withdraw through the most popular platforms
Open an account or change leverage in one click
Emulate the best traders thanks to Copy Trading
Get your IB portal with the most powerful tools on the market
Easily meet your KYC with mandatory verification
Open tickets to our support whenever you need it
Get your Registration Area and Client Area totally free by contracting the complete CRM pack.
FAQ
This is a CRM for any line of brokerage business.
Yes, you can hire only the registration area, but it is better to have the whole package to be more functional.
The implementation is complex, as it has to be synchronised with the trading platform and the image has to be customised. Even so, the process takes less than a month
It is vital, in order to manage all the broker’s activity. Without the CRM, all the administrative work, the work would be really very tedious.