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Forex CRM – How to choose the best solution

Are you looking for a highly efficient forex CRM solution? Yoonit from Plugit Apps is the standard other systems are judged against!

An efficient Forex CRM lies at the heart of your brokerage operations and is a must-have system for managing your leads and clients correctly.

Without a solid customer relationship management solution, onboarding new clients and maintaining the correct customer service and account management levels become virtually impossible to handle. In the highly competitive world of forex and CFD trading, customer service is one of the fundamental characteristics of a successful forex broker. If your levels of customer service are lacking, traders will vote with their feet and move to a different broker.

Your client journey starts with registrations and account signups. Your forex CRM must handle these effectively and in a timely fashion. We live in a world where clients have come to demand instant service. So when a new prospect signs up with your brokerage, your onboarding process must be instant so your clients can start their trading activity.

Depending on the regulatory status of your operations, you’ll need to collect the required KYC (Know Your Customer) documentation from your forex traders and maintain a record of these in your CRM.

In addition, you’ll need to have an at-a-glance view of all the operations your clients carry out, including deposits, withdrawals, trades, and account settings such as margin and leverage.

These requirements hold for your clients as well. They need a secure and user-friendly interface to track their interactions and manage their accounts, so a rock-solid Client Area should be available.

Integrations with funding methods should also be high on your wish list of forex CRM features. If your clients don’t have a range of secure and convenient ways to deposit funds into their accounts, they’re not going to trade, and you won’t generate revenues.

Effective operations also call for immediate communication with your clients, so the management of client personal details is also of paramount importance to the success of your brokerage in the fast-moving world of financial markets.

Data security should also be high on your shopping list of forex CRM features. This security is crucial, not only as a safeguard against data breaches, but it is fundamental to compliance with GDPR (General Data Protection Regulation). The EU initially adopted GDPR but other jurisdictions, including the UK, now have their variations of this data regulation.

To better decide on the best forex CRM solution for your brokerage, let’s look at these points in more detail.

Lead management and client onboarding

Forex CRM Lead Management

When a new lead signs up with you, your forex CRM needs to be able to send out welcome emails and emails with account credentials and any download links for your trading platform. The lead must also be marked and details forwarded to your sales teams for follow-up emails and onboarding calls. Getting multiple account signups every day is excellent.

Acting on these signups and converting to live accounts is even better!

Nobody likes to wait, and if you’re not acting on new signups immediately, some other forex brokerage will. Your forex CRM software is the first point of contact, and if your system can’t handle onboarding efficiently, your brokerage results will suffer.

The Yoonit forex CRM solution offers two different portals, Admin and Client. The Admin Portal is your back office where you can manage all your systems and clients. It allows you to keep a record of all the KYC documentation your clients provide you with and organize all the day-to-day maintenance of client accounts.

The Client Portal is your trader’s room. Your clients manage all their account activities, such as uploading KYC documentation, opening new trading or demo accounts, deposits and withdrawals, and transferring funds between their accounts.

It will send you automated reminders for client KYC document renewal in real-time, so you’re always one step ahead.

Yoonit is the next-generation forex CRM from Plugit. It handles all your lead management and onboarding, lead distribution, client communication, and KYC procedures. So if you’re serious about your brokerage, you owe it to yourself to see what we can do for you.

Funding / PSP Integrations

Forex CRM PSP Integrations

Yoonit comes with a range of safe and secure funding methods fully integrated into the system. These range from PSPs for credit and debit cards to popular EWallets such as Skrill and Neteller and cryptocurrency wallets for Bitcoin.

These integrate directly with your Admin and Client portals and your trading platforms (MT4 and MT5) for a seamless deposit and withdrawal procedure. In addition, Yoonit works in the cloud, secured with Microsoft Azure servers and technology.

As a Gold Microsoft Partner, we know how to deploy secure systems, so if you need to integrate a custom service, we’re more than happy to move forward with that. Your back-office staff will love the flexibility of Yoonit, and your clients will love the ease of use and security we’ve built into our forex CRM.


Fully Customizable Forex CRM

Deploy the Yoonit forex CRM, and you’re entering a world with endless flexibility and cutting-edge customization options. For example, your portals come fully branded with your corporate logos and color schemes.

In addition, you can add language sets, apply client pools according to your requirements, set your client trading conditions, including account levels, margin, and leverage, and set your lead distributions precisely the way you want them.

No two brokers are identical, and no two instances of Yoonit are ever the same. We firmly believe in giving our clients the best chance of success, so we customize everything to fit the vision you have for your forex business. We never use a cookie-cutter approach.

Your brokerage deserves the very best in a forex CRM. That means the unique full customization solution from Yoonit.

Safety and Security

Safeguard Your Forex CRM

Your clients live in a world where data breaches are common, and data theft is commonplace. Plugit has been a Gold Microsoft Partner since 2017, so we know a thing or three about client data security. The Yoonit environment lives the Microsoft Azure, and client data is highly secured.

We pride ourselves on the lengths we go to ensure the safety and integrity not only of your information but the data of your client.
For peace of mind in a forex CRM solution, please leave it to the experts at Plugit!

With over 100 of the leading forex brokers trusting their operations to our CRM, it’s safe to say we know how to secure your data and client information.

Yoonit is an outstanding solution for your forex CRM needs, but the Plugit product line extends far beyond just that with all the additional modules your brokerage needs:

  • MAM / PAMM / Signals Module
  • IB / Affiliate Module
  • Dynamic Margin Module
  • Bonus Automation

Book a day and time for a demo with one of our success managers, and we’ll show you the next generation of forex CRM systems designed with one thing in mind. The success of your forex business.

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Contact us and see how PLUGIT can help you optimize your operations!

"*" indicates required fields

Name (Required)*
PLUGIT uses your information to contact you about our products and services. For more details, please check our Privacy Policy.