Backpack CRM

Track your leads, clients and their status in a single glance

Leads filtering & sorting

Analyze and segment your database in any number of ways and increase the probability of converting your prospects into customers.

Manage tags and Groups Level

Unique tags can be applied to the CRM records of any of your users, allowing you to filter easily using the tags. Users can also be set to groups that are updated directly from any 3rd party platforms.

Automated Leads Allocations

ARegistered leads can be automatically set to specific sub group or agent based on campaign token, country, language, group, and account level.

Retention Automation

Predictive analytics provides valuable information about the customers and their habits, which are of utmost importance for ensuring higher customer retention

Leads Scoring

A predictive Lead-Scoring technology for the conversion as well as retention of leads and clients.

Docs Upload

With Backpack Documents upload, KYC paperwork goes digital and is managed 100% in a cloud back office Infrastructure.

Highly customizable CRM

Backpack CRM is an integrated CRM solution that is tailor-made for your trading business. It can help companies attract leads by providing a 360° analysis of the existing as well as potential customers using 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 analyze real time data via SMS alerts from the management for both business and technical failures, as well as through customized dashboards. This CRM solution can be used by the firms to easily connect with their marketing affiliate network. Furthermore, as the user of Backpack CRM, you will find it effortless to navigate and go through things using its user-friendly interface. Multiple users can also use Backpack CRM to access the same information simultaneously without messing it up.

Drag ‘n’ Drop

Drag and drop feature is one of the most powerful features added to Backpack CRM. A drag operation, essentially, is a click gesture on some UI element, while the mouse button is held down and the mouse is moved. A drop operation occurs when the mouse button is released after a drag operation.

Engage easily by SMS or Chat

Backpack CRM seamlessly connects all channels together, so that you can provide the best customer experience, regardless of the medium: phone, email, live chat, surveys, and SMS. For example, you can filter all VIP accounts that has more than $1 million in trading volume this month and send text messages to all of them directly from the CRM.

Firms are using Backpack CRM nowadays

Languages available

Daily new user registrations