You CRM on a Cloud - Find Out More About Broker Work - LeanWork


You CRM on a Cloud – Find Out More About Broker Work

16th January 2018

Are you looking for a management system that gives you easier and efficient access to information? If you’re an active participant in the foreign exchange industry, you might’ve heard about CRM and how it can significantly benefit you. LEAN WORK brings you Broker Work. This is a product that gives you a complete package, designed and developed expecially for the FOREX industry. With the help of this product, you will not only be able to manage your teams and analyse data, but also provide your clients with integration to mainstream platforms and help you build your network with real-time rebates. Broker Work offers a complete package of an advanced IB Management tool, data syncing with MT4, MT5, cTrader and multiple functions like Sales, Marketing, KYC and Compliance so that your FOREX brokerage can grow the business without a hitch.

What is CRM?

CRM, which is short for customer relationship management, is becoming increasingly popular nowadays. And why wouldn’t it? With the rise of the use of technology to solve and develop solutions for modern day problems, this tool will not only help you develop and maintain a closer acquaintance with your customers but also provide them with professional services that will subsequently help you expand your FOREX company.

If you’re running a medium-small business, you must be looking for a tool that is affordable, uncomplicated and easy to maintain. Fortunately our CRM solution, Broker Work, possesses all these characteristics.  But for it to give you the desired benefits, you should know which version of Broker Work fits you best.

What is cloud-based CRM?

As the name suggests, cloud-based Customer Relationship Management software is hosted in the cloud. Using this software, all the users can access information through the internet whenever they like. With the news being stored in the cloud, access to all kinds of customer information on your mobile or any portable device is now just a click away.

Why cloud-based CRM is the right choice?

The installation of the modern cloud-based CRM comes without any hassle. With an internet connection, all you need to do is sign in online and use it! You do not have to worry about any server maintenance, complex installations and data migration or pay for any hardware. Whether you have to make an urgent phone call or make amends in a contract or proposal outside working hours, you can easily access the centralised database whenever you like!

For medium-small FOREX brokers, it is quite difficult to allocate a separate sum of money for such business-enhancing software. But not anymore. Broker Work operates on a subscription model that requires very less initial investment with minimum risk. It has no hidden costs or license fees which is another reason why it is great for small and medium enterprises.

Many companies have reservations about adopting a cloud software also knows as a software-as-a-service (SAAS) and have security concerns regarding it.  Know that your confidential information is more secure at a Cloud service than an average local IT room. A cloud CRM is equipped with an advanced automatic backup system that will recover all your data in case of a breach in the system. All the data on the Cloud can be made more secure with a secure password and multiple authentication steps. A cloud-based CRM can be quickly updated according to your needs as your company grows and you won't have to wait any longer for new software.

Imagine the possibility of the system that stores all the information of your company crashes? Sends shivers down your spine, doesn’t it? Well, you would not have to worry about this with the Broker Work CRM because it has been tested to be fully operational 99.99% of the time. There is no way you can lose your data either as the Cloud is regularly backed up. With the ability to be easily integrated into various other software and applications, you will never have to worry about investing in a separate software to open your documents.

This software works equally well for big FOREX companies as well. The CRM for bigger businesses is designed to solve greater complexities and possesses more strong features. Such a CRM software excels significantly in advanced customisation and computerisation.

With our dynamically designed product, Broker Work will keep you regularly updated on your sales and team performance. It will not only help you build a network with multi-tier LBS structure and real-time rebates but also enables you to analyse data more efficiently. You will be able to access sensitive data with the insurance of a capable security system and give your clients the freedom of taking advantage of multiple platforms.