All-in-one solution CRM Platform
Exo CRM & Trader is an all-in-one solution designed to help retail brokerage companies manage their trading business and customer relationships effectively.
About CRM Platform
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.
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.
With Exo CRM & Trader you get the best user experience when it comes to tracking, managing and interacting with your traders. Our CRM will help you improve your business and speed up your company growth.
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.
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.
Exo CRM & Trader 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.
Following registration, a confirmation email will land in your inbox—click the link to validate your account. Post-verification, log in and augment your profile with relevant details. Tailor settings to your liking and start exploring the platform’s features. Join us now to elevate your CRM experience!
Choose a secure password and create your account.
A verification email will be sent to your provided email address. Click the verification link to confirm your registration.
Log in to your account and complete your profile by adding additional information.
Begin using the CRM platform to manage your tasks, clients, and activities.
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