Nfinx CRM

#1 CRM that boost your brokerage growth

Divided into sales, marketing, management and reports, Nfinx CRM allows you to stay in control over your data
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Custom-Built Exclusively for FX/CFD Brokers

Our CRM solution is designed to integrate seamlessly with your trading platforms, providing a comprehensive toolset to manage customer relationships effectively. By leveraging advanced features and robust analytics, businesses can enhance customer engagement, streamline operations, and drive growth.

Centralized Customer Data:

Access comprehensive customer profiles with interaction history, purchase patterns, and more.

Automated Workflows:

Streamline tasks like follow-up emails and appointment scheduling to enhance productivity.

Advanced Analytics:

Gain insights into customer behavior and sales performance with detailed reports and dashboards.

Integration Capabilities:

Seamlessly integrate with email, e-commerce platforms, and social media channels.

Customizable Dashboards:

Tailor the CRM interface to highlight the most relevant information for your team.

Mobile Accessibility:

Manage customer interactions from any device, anywhere.

Security and Compliance:

Ensure data protection with robust security measures and adherence to regulatory standards.
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Marketing Automation

Our Marketing Automation streamlines marketing tasks, workflows, and campaign measurement, offering a centralized database for all marketing interactions. This enables segmented, personalized, and timely marketing experiences across various channels.
  • Dashboard: Lead stats, form submissions, email stats.
  • Management Tools: Segments, assets, forms, campaigns, email and SMS channels, points, stages.
  • Builders: Workflow and email builders.
  • Reports: Campaign, email, SMS, asset, form, lead, and point reports.
  • Settings: Categories, email and SMS templates, email configuration, sending limits, form custom CSS.

Mailbox and Email Management

Our CRM includes a robust In Mailbox and Email Management system designed to enhance communication efficiency and organization.
  • Email Management Enhancements: Streamline lead assignment, support ticket conversion, read email tracking, seamless attachment forwarding, and support for email signatures and attachments with spaces in filenames.
  • Language and Compatibility: Offers multilingual support, including Ukrainian, Spanish, and Italian.
  • User Experience Enhancements: Default date sorting, trimmed email previews to prevent overlap, improved mobile accessibility for compose buttons, and aesthetic adjustments for profile pictures and email text wrapping.

These features collectively ensure that your email communications are efficiently managed, well-organized, and seamlessly integrated into your overall CRM workflow, enhancing productivity and customer engagement.

Integration Capabilities

Our CRM solutions are designed to seamlessly integrate with a variety of essential business tools, enhancing functionality and efficiency. By integrating with these key tools, our CRM solutions provide a unified platform that enhances operational efficiency, improves customer interactions, and supports business growth. Explore how our integrations can empower your business today.
  • VOIP Solutions: Integrate with leading VOIP providers for seamless voice communication and call management directly within the CRM.
  • PSP (Payment Service Provider) Solutions: Streamline your payment processes with integrated PSP solutions, facilitating secure and efficient transactions.
  • OpenAI Integration: Leverage advanced AI features for improved customer insights, automated responses, and enhanced data analysis.
  • WhatsApp Integration: Connect with customers via WhatsApp for real-time communication and support, integrated directly into the CRM interface.
  • E-Signature Contracts: Simplify contract management with integrated e-signature capabilities, ensuring secure and legally binding agreements.
  • Additional Integrations: Integrate with email marketing tools for streamlined campaigns, manage social media interactions and brand presence from the CRM, and connect with e-commerce platforms to track customer purchases and behavior.

Fully Responsive

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Retina Ready

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Unlimited Features

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Easy Sharing

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Leading the Way in Fintech Solutions

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Enhanced Customer Engagement:

Personalized interactions based on comprehensive customer insights.
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Improved
Efficiency:

Automated workflows reduce manual tasks, allowing your team to focus on strategic activities.
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Data-Driven Decisions:

Use analytics to inform business strategies and improve customer satisfaction.
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Seamless Communication:

Integrated communication channels ensure consistent and efficient customer interactions.

ALL SERVICE
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Our team

meet the minds shaping an industry

Our Ability

Meet the Professionals

After brainstorming about insights, get the power to create something real. Bring your ideas to life and share your vision with concrete elements.

Prosperity

65%

Quality

80%

Guaranty

40%

Services

60%