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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.

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Explore DEMO

OUR PRODUCTS

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LEAD/ CUSTOMER MANAGEMENT

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IB
MANAGEMENT

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AFFILIATE
MANAGEMENT

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ACCOUNTS 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

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Merge
Audiences

Save
Time

Smart Budget Allocations

CREATE ACCOUNTS

Highly customizable in-product widgets

Use as checklists or help menus to deepen user engagement and feature discovery.

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
 

Configure templates

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.
 

Real-time matching

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
 

Simplified controls

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.

Resources

The latest from trader

Our Clients

Why companies like trader?

Error rate
decreased!

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!

Sam Whol
Demand Generation lead at ZoZ AI

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