Admin CRM

Admin Back Office / CRM

Convert more leads to traders by automating all of your onboarding and payment processes in one place.

Our Client Office application (also known as Traders’ Room) is expanded with a CRM feature to help brokers manage all of their clients’ and IBs’ activities in one place. This CRM app allows reducing operating costs by automating the most important business operations.

CRM tailored to your needs

We can easily adjust Client Office to Broker’s needs by adding different payment gateways or expand the app with functionalities requested by the customer.

Dedicated IB office

Allow traders to earn commission by becoming Introducing Brokers and expand your network of partners to increase traffic on your platform and grow your business.

Automate Management

Exinitic Client Office CRM will help you optimize the entire sales and onboarding process. You will be able to track the flow of your leads and turn more leads into active investors.