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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.
Mastering your customers' needs is one of the most demanding games in the business. However, with the evolving technology, it is now easy. Customer service software is the king in this thing.
Good customer service software helps you identify customers’ needs before they do. This enables you to provide relevant solutions which attract more support from potential and existing customers.
The Best Customer Support Software For Forex Companies
1. MonkeyPesa
MonkeyPesa CRM is an all-in-one automation tool. MonkeyPesa is a cloud-based CRM Software with inbound and outbound marketing, sales marketing, automation, and customer support services. The pricing, features, analytics and easy-to-interpret dashboard make it ideal.
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.
The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows tracking time, generating invoices, Pro-forma invoices, quotes, and getting much more money faster. And the real estate system helps companies acquire property, landlord management, tenant and the necessary automation.
MonkeyPesa CRM Features:
Team collaboration
Contact management
Pipeline management
Data security
Insights, analytics and reports
Human Resources and payroll
Inventory and stores
Bulk SMS and emailing
Accessible Communication is a giant step toward maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and reduce business expenses.
A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead or prospect from one stage of your sales funnel to the next.
The MonkeyPesa CRM allows you to add contacts manually or upload files. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.
It is a catch for small and medium enterprises, from social networking tools and project management to CRM, document management, calendars, team management, email marketing, phone management, and flawless lead management.
Social Media is a very relevant tool for sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, and Direct Messages.
2. Fresh Desk
FreshDesk is suitable for businesses of all types and sizes. Its simple UI and specific features make it a popular choice with startups. In addition, the platform enables you to provide customer service across all social media with built-in AI and self-service capabilities.
Freshdesk converts requests via email, web, phone, chat, and social into tickets and unifies ticket resolution across channels. Additionally, Freshdesk lets you automate workflows, provide self-service, manage SLAs, and measure metrics so that you can stay on top of all things customer support. Freshdesk offers out-of-the-box features like an AI-powered support chatbot, predictive support capabilities, and field service management.
It's simple and easy to use. That’s why it’s trusted by 150,000+ businesses, including American Express, HP, Hugo Boss, Toshiba, Cisco, Honda, The Atlantic, QuizUp, and Panasonic.
Freshdesk's top features are;
remote support
ticketing
collaboration
helpdesk software
omnichannel helpdesk
automation
compare helpdesk
self-service
field service management
secure helpdesk
reporting and analytics
customization.
3. Automizy
Automizy is a customer support software that improves open rates and gives the necessary tools to ensure that your emails stand out in a crowded inbox. The software has features that send campaigns, craft automation, build forms, and manage contacts. Furthermore, Automizy customer support software has an all-in-one intuitive interface that helps you achieve your marketing goals in the shortest time possible.
Automizy has the best customer support software practices that help you improve your open rates with inbuilt methods, builds email automation, sends and resends campaigns to non-openers automatically, automation blueprints and saves time with beautifully designed email templates.
Automizy gives email subject line tester scores for subject lines before they are sent. This helps to maximize and improve your email open rates. In addition, the subject line tester helps to predict subject line performance.
The software allows AB to test your automated emails with various subject line variations to give an optimization chance to AL. the software has multiple user-friendly features with a good email workflow builder to map the best-converting email sales funnel.
Automizy pricing details; the starting price is $9 per month per feature, and the pricing is based on the number of contacts required. A starter goes for $9 per month for about 500 contacts. Pro goes for $29 per month for 500 contacts. However, the enterprise pricing is provided upon request from a user.
Automizy features include;
AB testing
API
analytics/ROI tracking
auto-responders
CAN-SPAM Compliance
Campaign analytics
Campaign management and segmentation
contact management
customer segmentation
customizable branding
customizable CTAs
customizable fields
customizable forms
drag and drop
drip campaigns
email campaign management
email marketing, and more.
4. Aweber
AWeber was founded in 1998 and is a reserve provider of small business email marketing and landing page solutions. AWeber aims to deliver the ability to load and manage contacts quickly, send unique emails, build landing pages, send instant web push notifications, and analyze results without having to be a tech whiz. AWeber works with more than 1,000 partner software solutions, allowing customers to integrate with the apps and services they rely on. A privately-held company, AWeber is a remote-first team.
Advantages
Generous initial 30-day free trial
Integrates with many third-party platforms, including the leading ecommerce tools
Many prebuilt campaigns for straightforward start marketing campaigns
800+ templates to choose from (no need to custom design any emails from scratch)
Easy double opt-in functionality for new email list signups
Disadvantages
Not great for moving lists (to or from), so ensure you scope this out before signing up
Unsubscribers can still be counted against your monthly subscription allotment.
Not the market leader (but a close follower now) when it comes to automation
Aweber Prices: Basic plan starts at $19/month for up to 500 subscribers, then $29/month for up to 2,500 subscribers, $49/month for up to 5,000 subs, and $69/month for up to 10,000 providers, and finally $149/month for up to 25,000 subs. More extensive lists can get a custom quote from Aweber.
Aweber features;
AB testing
API
Activity dashboard
Activity tracking
Notifications
ROI tracking
auto-responders
automated scheduling
CAN-SPAM Compliance
CRM
customizable forms
customizable fields
customizable CTAs
customizable branding
customer surveys
customer segmentation
content management
contact management
Click tracking
campaign segmentation
campaign scheduling
campaign management
campaign analytics, and more.