Get Demo Get Demo Get Demo Brokers Subscribe Subscribe Contact Contact

CCFin CRM

The Financial-Market-Exclusive CRM

About CCFin Integration

With years of experience in the industry, CCFin realized early on that traders are one specific customer subset, which inevitably requires a custom CRM. After all, a trader’s name, address and last point of contact are hardly enough for a successful deal. This is where CCFin comes in to deliver a whole new chapter of financial-market-specific customer relationship management: from Trader to Sales, Marketing, and Task Management.

Benefits

item_ok_40x40

Convenient trader portal for instant information upload and verification

item_ok_40x40

Full access to marketing campaigns, e-mails, promos and BI reports

item_ok_40x40

Assignment and tracking of tasks, as well as specifically-developed internal and affiliate access pages for the perfect task management

item_ok_40x40

Trading platform integration