Backpack CRM is an integrated CRM solution that may turn out to be the ideal one for your brokerage. It can help companies attract leads by carrying out a 360° analysis of the existing or potential customers using their trade history, wallet transactions, and user activities related to where the lead comes from and the related device or browser. Using Backpack CRM, you can also view and analyse real time data for both business and technical failures via SMS alerts from the management. This can also be done through customized dashboards. This CRM solution allows the firms to easily connect with the marketing affiliate network. Furthermore, while using Backpack CRM, you will find it extremely easy to navigate and go through everything, thanks to its user-friendly interface. Backpack CRM can be used by multiple users, to access the same information simultaneously without any hassles.
Backpack Client Cabinet allows users the freedom to easily manage their accounts, view their balance and positions in just one click, as well as access the platform positions without logging-in to any platform. The portal of Backpack Trader consists of accounts and wallet dashboard, account settings, privacy settings, deposit and withdrawals, mobile settings, documents uploads and transactional reports. Moreover, the Trader’s Portal also allows easy creation of accounts and transfer of funds between accounts (MT4, MT5, WOW TRADER).
Backpack CRM integrates seamlessly with different functions and comes with an intuitive interface. Designed specifically for industry workflows, this interface enables professionals to collaborate with their colleagues and ensure that all sales opportunities are promptly recognized and acted upon.
With our real time replication for trading platforms you can evaluate your client in an instant by getting an all-around view on their current status with your firm: transactions, open trades, last interactions with your staff, marketing sources, banking, P&L, margin, volume traded, unuse bonus and much more.