Customisable CRM system
Select and customise your smart dashboards via our selected CRM partners at a significantly reduced rate. This includes services ranging from Web Registration Forms, KYC, Payment Services, Introducing Broker Systems, CMS and many more.
One system, multiple functions
Merbroker allows you to optimize the entire sales and onboarding process. Track the flow of your leads and turn more leads into active investors.
Automate Lead Generation & Conversion
Once the trader is registered in Merbroker system (via registration form, API or manually in MerAdmin), he will automatically be registered in Zoho CRM as a lead and will be upgraded as a Contact upon his first deposit.
User- Synchronization
Configure your users’ data that is automatically synchronised and updated in Zoho when the trader logs into the trading application. You can also enable department Synchronization to see specific user information
Generate registration links for clients and affiliates automatically
View the open positions and trade history for each trading account
Built-in payment solutions for hassle-free money transfers
With the CRM system integrated in our payment gateways, you can settle your clients’ payments in any currency including exchanging crypto to fiat and deposit directly to their trading account which eliminates the risk of chargebacks.
Expand your network with Affiliation options
You can create a separate department for every affiliate that joins. The new traders can be created via our REST Admin API or from the registration form directly in that department.
Track deposits and withdrawal adjustments
You can easily monitor user requests for fund transfer between accounts, deposits or withdrawal requests in the CRM system
Convenience
Manage all of your clients’ and IBs’ activities in one place from registration to payments and beyond
Cost Reduction
Reduce the operational costs by automating the client management system
Secured
Benefit from maximum data protection by assigning specific permissions for the CRM access