Customer Relationship Management (CRM) is a crucial area that can help differentiate your brokerage from others and play a vital role for financial success.

SNAP Broker CRM is a comprehensive platform that consolidates all client-related data, reports, and analytics in a single platform. Tailored for brokerages, our platform aims to eliminate complexity and inefficiencies, providing a unified management solution for all facets of your business.

Our primary objectives are to streamline your business processes, cultivate robust client relationships, and drive enhanced overall profitability.

Advantages of All-in-One SNAP CRM:

• Comprehensive platform integration
• Seamless integration with MT4/MT5
• Extensive customization options
• Effective management of leads and partners
• Robust reporting capabilities
• AML and KYC compliance capabilities

Key Features:

• Complete integration with the Broker Portal
• Streamline client email management, including sending and viewing email history via a secure, third-party email service
• Task and event management associated with any contact, conveniently displayed on the CRM calendar
• Preservation of CRM records for closed client accounts, facilitating future re-opening
• Efficient contact organization into groups for enhanced business management

Contact us now to explore how our integrated CRM solution can revolutionize your brokerage operations.