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Snap Innovations > Brokerage Solutions > All-in-One SNAP CRM for Brokers

All-in-One SNAP CRM for Brokers

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.