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  • Writer's pictureSsemujju Lewis E

The Best CRM For Forex Companies

Good CRM supports a business’s ability to grow and take care of customer relationships, which offers a combined move toward getting together customer information while shaking up processes.


A CRM system allows everyone to manage external interactions and relationships that drive the business's success. The CRM system will enable you to store customer contact information, identify sales opportunities, record service issues, manage marketing campaigns, and make contact information about customers available in one position, making it easy to monitor transactions, productivity, and business growth. CRM is not discriminative in driving growth for all business sizes.


Forex CRM should be a flexible CRM system developed exclusively for Brokerage Companies dedicated to a higher level of Customer Experience. A cost-effective solution, CRM can be customized to your business model and optimized to match your existing procedures.


The Best CRM Software For Crypto Companies

1. MonkeyPesa

MonkeyPesa is an all-in-one marketing software for fast-growing companies. It provides all the marketing tools your business needs under one roof. The CRM aids businesses in getting prospects, and insights, converting more leads to become customers and managing customers across several channels. At the same time, they go through the selling process.



Monkeypesa Marketing price starts from $29.99 per user billed monthly. It integrates Email, SMS, social, and push notifications all together under one powerful CRM to ease automating marketing for small and medium enterprises.


Advantages of MonkeyPesa
  • Ideal for small and medium enterprises.

  • Integrates with local African SMS providers, allowing you to send SMS messages to clients in your country, the rest of Africa and the world.

  • Integrates with local voice call providers. Dial directly from the browser.

  • Flexible integration with several Ecommerce platform providers in Africa and beyond.

  • It has a native CRM integration that unifies sales and marketing data in one place.


Other MonkeyPesa Features:
  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resources and payroll

  • Inventory and stores

  • Bulk SMS and emailing

Automate your workflows with Monkeypesa to increase your team's efficiency, reduce the errors in repetitive tasks and boost your team's productivity.


2. Pipedrive

Designed to suit small and medium businesses, it provides many features to help you manage your business, for example, those in line with sales pipelines, chatbots, and web forms to help you monitor and manage leads. The general features of Pipedrive include; monitoring communication through calls and e-mails, scheduling meetings, saving time, activity reminders like open API and webhooks, and features offering security reports and insights. In addition, Pipedrive easily integrates with other tools, for example, Salesforce, HubSpot, and Zoho.



Prices for Pipedrive are normal; you can choose to do a monthly or yearly subscription depending on what you can afford or what your business marketing and sales goals are; an essential package goes for $12.50, an advanced package goes for $24.90 monthly, a professional package goes for $49.90 monthly while an enterprise package goes for $99 per month; however, there is a free version for trial as well.


3. Zoho Desk

Zoho Desk is a customer service software commonly known as “the gold standard for great customer relationships”. The software helps businesses to get prospects, follow up with customers, generate more sales, increase profits and earn more revenue.


Currently, Zoho serves over 250, 000 countries in over 180 countries and is trusted by some of the biggest brands around the globe. Zoho customer service software collects information regarding sales, marketing, and customer service activities and centralizes it in one place, which helps to align business activities. Furthermore, the software captures and records very critical customer information which may be helpful while doing a follow-up or any other engagement reasons.



Zoho customer service software can be personalized to meet the demands of every business irrespective of nature and size. Both startups and large companies use Zoho CRM. The software caters to all modern industries, including; real estate, healthcare, insurance, media, legal, restaurants, banking, travel, tax, freelancers, and profit and non-profit making companies.


Zoho service software features include;
  • lead management

  • deal management

  • contact management,

  • workflow automation, and more.

The software integrates with other applications and tools like; Evernote, MailChimp, Google Apps, Microsoft Office and QuickBooks.

Zoho service software pricing: Zoho has a free version that lasts for the first 15 days, but paid packages go for; a standard package is for $12 a month, Zoho Begin is for $7, professional goes for $20 a month, enterprise goes for $35, Zoho ultimate goes for $45 while the unlimited edition goes for $100 every month.


Benefits of Zoho customer service software:
  • Its products and functions are easy to use

  • Suitable for sales organizations, primarily those with a complicated B2C sales cycle.

  • Refunds customers who are not satisfied with their services


4. Salesforce

Salesforce is marketing automation software that tracks and monitors customer service, commerce, service, IT, sales and marketing activities in a business or company, helping teams work from anywhere and keep in touch with customers.


Salesforce helps to engage with customers anywhere, sell smarter, offer good customer service, and allow teams to work from anywhere. Salesforce believes that in bringing people together, there is power, and so they help build bridges between companies and customers. Salesforce values trust, innovation, and equality.


Salesforce sales cloud is a popular CRM solution for insurance companies. It offers a complete package of sales, marketing and customer service, and these are some of the critical things treasured and most needed by insurance companies.



Salesforce prioritizes businesses of all forms and sizes with editions for small and medium enterprises and offers products such as a robust set of CRM tools and resources.


Salesforce aids in making follow-ups and monitoring customer service, commerce, service, IT, sales and marketing activities in a company and keeps teams intact while collaborating.


Salesforce engages clients, offers good customer service, and allows mobile work. Salesforce has built its client relationship based on trust, innovation, and equality. Salesforce provides services to various industries, for example, manufacturing, engineering, health care, education, and construction.


The features of salesforce include the following;

  • Reports and dashboards

  • Pipeline and forecast management

  • Mobile features

  • Process automation

  • Opportunity management

  • Account and contact management

  • Lead management

Salesforce Pricing
  • There is a free trial version for 30 days with a few features

  • Small business's CRM of about ten users are charged $25 for each user per month

  • Complete CRM for any team size goes for $75 for each user per month

  • A profoundly customizable sales CRM goes for $150 for each user per month

  • Unlimited CRM power and support package goes for $300 per user per month

5. Hubspot

This is one of the best CRM software tools for all businesses, from startups to large business ventures. In addition, Hubspot offers free tools for teams and best manages customers’ contacts well.


Hubspot CRM enables you to do many valuable things with your contact base, such as centralizing all contact information (including internal notes) and automating different reminders.


Hubspot CRM is software built for marketing and sales companies that want to use proven techniques for ushering in new clients and customers, especially businesses that generate customers via online marketing and sales.


In your quest to identify a CRM perfect for your business, chances are high you have come across HubSpot free CRM. You can store up to a million contacts in your HubSpot database with the free CRM. Furthermore, an unlimited number of your team can access your database, Integration with Gmail and Outlook, Email and Meeting Scheduling, Capture, Store, and track sales leads.


Hubspot’s CRM is a tool that teams find friendly to use, and more so, it automates the number of administrative tasks to concentrate on. In addition, Hubspot gives visibility into the sales pipeline in real time through the visual dashboard.


Hubspot CRM allows you to access real-time sales performance reports and individual performance. This allows business managers to review and identify potholes so that teams can lay strategies for achieving success where it has failed.

Hubspot has solutions for small, medium and big businesses. However, Hubspot works better for everyday business transactions since it is easy to use, captures customers, manages data, records calls and meetings, manages sales pipelines and also aids sales reps in monitoring contacts with customers and deals. In addition, Hubspot aids managers in getting an insight into the sales activities, marketing tools and activities.



Small businesses and startups commonly use Hubspot and medium companies but also serve large enterprises. Hubspot provides a free trial version that supports small businesses and startups through their growth stages. Packages that can be accessed at a cost include; a starter package for $45 a month, a professional package for $450 a month, and a package for big enterprises for $1200 per month.

Hubspot is one of the CRM software commonly used by businesses in Rwanda. It has unique benefits to its users, such as; being easy to use, a free forever trial version, and cheap packages.


Hubspot features include;

  • Free CRM software

  • Free versions of sales Hub

  • Combination of Gmail

  • Outlook calendars and Email

  • Deal stages

  • Pipeline and opportunity tracking

  • Website chats and bots

  • Email tracking

  • Reporting and tracking meetings

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