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TakeProfitCRM

Advanced Business CRM for Brokerage

All information that you need to know about the Customer at your fingers

Highly secured solution

Our broker core CRM is engineered to be the bastion of security for your sensitive client information. It’s a CRM solution that doesn’t just contain data - it protects it with the highest standards of security measures designed to withstand even the most sophisticated cyber threats.

Easy deployment

We redefine the implementation of customer relationship management by harnessing the power of open-source technologies. It’s built for businesses seeking a robust, scalable, and easy-to-deploy trade CRM solution.

Full data protection

TakeProfitCRM offers a robust solution that prioritizes full data protection. By storing all data on the broker’s side, it ensures that every piece of information is not only secure but also finely tuned to meet the specific needs of brokers.

ABOUT US

Your Comprehensive Client Relationship Manager

TakeProfitCRM is designed to be the cornerstone of your client relationship strategy. This innovative system offers a suite of tools tailored for businesses seeking to foster strong, lasting connections with their customers.

business broker crm, CRM integration
forex crm solution
ABOUT US

Brokerage solution under one roof

TakeprofitCRM revolutionizes the way brokers interact with their BI CRM systems. It’s a powerful, integrated platform designed to eliminate the need for separate terminals by providing all the essential tools within the CRM environment.

Integrations

Custom services

Our philosophy is based on clients needs therefore we devote huge time of the services that can help out clients comprehensively. Here we always develop the pool of the solutions that can be added to the basic CRM. 

forex crm solution, CRM integration

Advanced Trading Application

Trading application to trade on equities, CFD, Forex, Commodities and other market assets. CRM powered by a custom trading engine, boasts advanced risk management and selection of account currencies the application include both web and mobile instances.

bi application in crm

BI System

BI application in CRM: Best-of-breed customizable decision support systems and pre-build solutions, cover all spectrum of platforms, required for effective management and actionable insights.

Have any questions? Let’s be in touch.