The Future
Of Digital Mastery
Onesmartfx Customer Resource Management Software
What type of CRM software can we offer?
Our CRM software not only manages the customer information including Identity, individual details (name, DOB, address…) but also illustrates their Trading History, current Profit/Loss, Account Balance, Deposit History so they can manage their assets better.
How can customers adjust the setting of their own CRM software?
Customers can justify predetermined settings utilising our admin interface (admin page). It depends on the nature of their business that some features of the setting might vary. For example, our platform setting also allows our clients to justify the withdrawal amount of users (minimum and maximum) as well as the withdrawal fee rate or third party fees when it comes to payment portals