Your Perfect Duo of Trade Terminal and CRM
Manage.
Sell. Thrive.
Problems
Solutions
Problems
Solutions
01
Complex Interfaces
Trading terminals and CRM systems are often complicated, hindering user efficiency, especially for beginners.
01
Intuitive Design
MDT offers a user-friendly interface for easy navigation across trading and CRM functionalities, suitable for all skill levels.
02
Poor Integration
Lack of seamless connectivity between trading, CRM, and financial tools complicates data management and portfolio analysis.
02
Seamless Integration
Ensures comprehensive connectivity between trading platforms, CRM, and financial tools for efficient data and portfolio management.
03
Limited Customization
Users face restrictions in tailoring trading strategies and automating marketing or sales processes, affecting personalized interactions and operational efficiency.
03
Customization & Automation
Offers deep customization for trading and client strategies, plus powerful automation for key operations, enhancing efficiency and personalization.
01
Complex Interfaces
Trading terminals and CRM systems are often complicated, hindering user efficiency, especially for beginners.
01
Intuitive Design
MDT offers a user-friendly interface for easy navigation across trading and CRM functionalities, suitable for all skill levels.
02
Poor Integration
Lack of seamless connectivity between trading, CRM, and financial tools complicates data management and portfolio analysis.
02
Seamless Integration
Ensures comprehensive connectivity between trading platforms, CRM, and financial tools for efficient data and portfolio management.
03
Limited Customization
Users face restrictions in tailoring trading strategies and automating marketing or sales processes, affecting personalized interactions and operational efficiency.
03
Customization & Automation
Offers deep customization for trading and client strategies, plus powerful automation for key operations, enhancing efficiency and personalization.
Features
Trade Terminal for users, and CRM for business, both — created for a profit
Trading Terminal
CRM system
More than others
Traffic History Tracking
The ability to track traffic history and authentication usage, allowing you to control who is using auto-login and who is not. This feature is not standard in most CRM systems, but it will make your business more transparent and secure.
Flexible Asset Control
Management of asset schedules and adjustment according to your needs, providing flexibility and efficiency in resource management.
Customization for Each Client
Customizing the necessary requisites and payment parameters for each client, providing a personalized approach and convenience in interaction.
Clear Hierarchy and Agent Addition
A clear hierarchy with the ability to add agents to multiple teams at once, providing flexibility in managing your team.
Deposit and Withdrawal Concealment
The ability to hide deposit and withdrawal, ensuring the confidentiality and security of your financial transactions.
Traffic Filtering by Parameters
The feature of filtering traffic by countries, languages, and funnels will help focus on the target audience and optimize marketing efforts
Long
JPY/USD
Short
BTC/USD
Short
ETH/USD
Long
AUD/USD
Long
AUD/USD
Long
GBP/USD
Trading Robot with Customizable Parameters
The ability to use a trading robot with the option to set the desired percentage for trading, providing automation and optimization of trading operations.
Connection flow
Step 1
Contact Us
Step 2
View Demo
Step 3
Discussion of the necessary requirements
01
02
03
Frequently asked question
01
How is data stored securely in CRM for Forex?
CRM uses state-of-the-art encryption and data protection technologies to ensure the confidentiality and security of client information and trading operations.
02
What are the benefits of using CRM for our business?
Using CRM allows us to optimize business processes, improve communication with customers, analyze data and grow sales efficiency.
03
What security methods are provided in the CRM?
Our CRM uses several security methods: two-factor authentication for users, Whitelist, access to CRM is granted by your Office Administrator.
04
Who controls accesses (permissions) in CRM?
Accesses are controlled by your CRM Manager/CRM Administrator.
05
Will it be possible to view traffic history?
Yes, we have a separate tab where managers with certain permissions can do this.
06
Does your CRM system provide tools for effective lead tracking and management?
Yes, our CRM system has a wide range of tools to help you track and manage your leads. For example, you can track the history of interaction with each client and identify the persons involved in this process. You can also analyze the performance of certain teams and agents.
07
How does your CRM system ensure data accuracy and prevent duplication in the sales database?
Our CRM system implements an anti-duplication system, which means that if an affiliate has already transferred customer data to us once, further data about this customer with the same parameters will not be re-entered into the database.