Syntellicore | CRM and Traders Room | Forex | FX | Brokers - CRM & Back Office

CRM & Back Office. One connected operation.

Bring customers, sales, accounts, funding, compliance and reporting into the same Forex CRM and back office. Your teams work from one customer record, with the context to move work forward.

See it in Action
CRM & Back Office. One connected operation.

Your customer is connected. Your desks should be too.

A deposit, a document review and a sales conversation all belong to the same customer. Separate tools leave teams piecing together the story before they can act.

Without CRM & Back Office

  • Customer information spread across tools
  • Manual handovers between sales and operations
  • Reporting assembled from separate exports
  • Approvals disconnected from the customer record

With CRM & Back Office

  • A shared customer and account view
  • Connected sales and operational workflows
  • Reporting alongside the underlying activity
  • Permissions and audit trails across the operation

How CRM & Back Office fits the workflow.

01

Start with the customer

Manage leads and customers with the account, communication and activity context your desks need.

Customer recordLead owner and sales poolAccounts and activity
02

Move work between desks

Keep funding, documents and operational tasks connected to the customer rather than in separate queues with no context.

Deposit and withdrawal requestsDocument reviewAssigned follow-up
03

See the operation clearly

Bring reporting and business intelligence into the same environment, with access shaped by team responsibilities.

Operational reportingScheduled reports and exportsRole-based access

One journey. Connected at every step.

  1. 1 Lead Assigned to sales
  2. 2 Customer Shared record created
  3. 3 Account Services connected
  4. 4 Workflow Desk takes action
  5. 5 Reporting Activity becomes insight

CRM & Back Office, connected to Syntellicore.

The same customer, the same context, the same operational platform.

The capabilities behind the workflow.

Lead managementCustomer managementSales poolsCampaign management

AccountsWalletsDeposits and withdrawalsInternal transfers

Document workflowsRole-based permissionsAudit trailMulti-brand and jurisdiction workflows

Business intelligenceOperational reportsReport schedulingExports

See your back office working as one system.

Explore CRM & Back Office in a walkthrough shaped around your brokerage.

See Syntellicore in Action Talk to Sales