EXO CRM
EXO CRM is an all-in-one solution designed to help retail brokerage companies manage their trading business and customer relationships effectively. The system is built for high-performance trading experience.
With a user-friendly interface that allows for easy navigation and streamlined workflow, making it simple for brokers to manage their leads, track business progress and communicate directly with traders. EXO CRM includes a powerful dashboard that provides real-time data and analytics, giving brokers a clear overview of their performance.
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Easy and secure integrations
The CRM is also designed for easy integrations, it can seamlessly integrate with other systems such as liquidity providers, VoIP solutions, financial analysis tools, providing a comprehensive solution for managing customer relationships.
Additionally, it offers robust security features that allow retail brokerage firms to control access to the system, ensuring that only authorized personnel can access sensitive client data.
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Advanced brokers management
You can define different roles in your company and assign them to groups. Each group will have a manager which can manage and track brokers activity history. With advanced permissions setup, you can easily customize the solution to your needs and business.
Track and manage employees with advanced dashboard analytics
Define employee roles specific to your organization
Add new employees with roles
Create employee groups and define group leads and members
Customize permissions for each employee and create permission presets
Track detailed activity history of your employees
Advanced traders management
With EXO CRM you get the best user experience when it comes to tracking, managing and interacting with your traders. Assigning traders to your agents, tracking their trading and activity history and interacting with them through our CRM will help you improve your business and speed up your company growth.
Comprehensive dashboard for quick overview of traders and their activity
Focused traders lists for each of your employee customized by roles
Monitor detailed live performance of your traders and their trading activity
Engage with traders through integrated VoIP solution or email
Create and define different trader levels and customize user conditions
Track and manage transactions
Use advanced monitoring of live tracking of all transactions from your traders, including crypto, wire and credit card payments. Keep track of all the deposits and withdrawals from your traders so you can identify patterns and make informed decisions about financial activities on your platform.
Track and manage deposits and withdrawals
Monitor live transactions analytics
Affiliates management
Our affiliate management streamlines your organization's affiliate program and drives growth through efficient administration, integration of API and support from our team of experts.
Add new affiliates quickly
Enable and disable affiliates easily when needed through CRM
Receive and integrate API for affiliates
Receive technical support from a team of experts
Market data management
EXO CRM enables you with customization of market data sources, symbols, and trading specifications for informed decision-making and risk management. It helps your brokerage company stay ahead and minimize risk.
Choose Exchanges you wish to use on your platform
Select and enable symbols for each trader level
Customize symbol details and trading specifications
Improve your CRM experience
With expert support and a user-friendly interface, our retail brokerage CRM is the ideal solution for brokerage companies looking to improve their business performance and build stronger client relationships.
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