ATLAS FX CRM
Expert & Specific for Forex
We provide you an advanced user experience for customers, secure info and trusted partnership with your IB, and an easy management system for owner.
LEAD/ CUSTOMER MANAGEMENT
ADVANCED AND COMPACT EXPERIENCE OF ATLAS CRM
One Tool To Manage All Forex Engagement
Leads, trading accounts, notes, reports, orders and more for best customer relation experience
Fatih Palsoz / Marketing Manager, ALB
“We saw a 40% increase in customer satisfaction with Atlas Fx Crm and it helped us 3X our Customer count!”
Customization For Required Experience
Simple to get started, but with deep configuration available
Use your own fonts
We automatically pull styles from your product
Adjust anything with custom CSS
Fine tune any element with your own custom CSS
Save templates to make it easy to build on-brand
Trigger in Real-Time, Leverage User Data
Only show relevant Experiences based on who users are, or what they did
Properties, events, cohorts, and more
Target based on 'role', action taken, survey response, etc.
Experiences show immediately when the user falls into the target audience
On page triggers
Require hover, click or add a delay before a Step shows
Lightweight, Easy to Use
Build in-context without awkward switching or conflicts
No ongoing engineering needed
Create and deploy without any technical knowledge
Designed to avoid unnecessary complexity and clicks
Performant for your users
The builder uses Chrome Extension so end users have light payloads
ATLAS FX CRM
From API integrations to powerful analytics - trader has it all.
Our aim minimalize following in the process of sales which is supported by the sales, marketing and operation team and also provides an expert user experience for retention which is supported by the dealing, trading and retention team.
Why companies like trader?
All my problems were solved with Trader CRM. We started taking quick actions and our error rate decreased to a certain extent. Thank you, TRADER!
Demand Generation lead at ZoZ AI