Manage the entire life cycle of your customers and get a 360° view of your business’s profitability from a single interface

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Smooth lead conversion, client management, and retention

The PLUGIT CRM provides the essential toolset to organize and fine-tune your work to the extent you require. Fully manage your leads and customers, streamline lead conversion, client onboarding, and retention, and get a 360° view of your business activity from one centralized dashboard.

Our CRM Solution includes fully-optimized Back Office and Client Areas, built to streamline your onboarding process and achieve higher lead conversions and more effective client management and retention.

Tailored to your needs

Our solution comes with dedicated Admin and Client user portals and a highly customizable, fully branded GUI, allowing you to fine-tune every aspect of your business, minimizing the dependency on the provider. Add languages, group client segments into pools, apply group rules and designate trading conditions to clients. Classify your internal teams, leads, clients, and partners with corresponding settings for maximum operability.

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Save time and minimize errors

Our CRM software lets brokers streamline KYC and onboarding digitally, saving up to 70% of the document processing time and minimizing human error across departments. In addition, with various ready-made, customizable forms and templates, you can ensure all your clients fully comply with regulatory requirements across jurisdictions and internal company policies.

Maximal compatibility and integration

Fully compatible with MT4/MT5 platforms and securely integrated with popular global payment gateways for automated account funding and transfers in multiple currencies. In addition to the existing functionality, our CRM integrates with other 3rd party software of choice, enabling you to cater to a global audience for different business needs.

Key Features

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