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CRM XCritical: customer service automation

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Deposit processing control

XCritical CRM can integrate with a number of payment processing systems. You’ll be able to access detailed payment reports including any failed transaction attempts.

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Customer data management

XCritical CRM creates detailed reports that include personal, trading, marketing, and other necessary customer information. Each employee can independently set the necessary data search parameters using a variety of filtering options.

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Integration

XCritical CRM is integrated with various trading platforms including MT4 and the XCritical platform.

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Platform features

XCritical CRM allows you to call customers as well as send SMS to individuals or customer groups. The CRM can be utilized as an all-in-one platform. You can open and close transactions without ever switching from one tab to another.

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Different access levels

Brokers using the XCritical CRM system can assign different access levels to partners and internal departments of the company. If there is a need, managers can restrict employees’ access to customers’ personal data (phone numbers, last names, and e-mails).

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Safety and reliability

One of the XCritical CRM system’s key advantages is the flexibility in setting up security parameters. Each parameter can be customized based on the needs of various company departments.

XCritical CRM increases deposit conversion by an average of 65%.

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Conversion increase

XCritical CRM is a powerful tool for increasing sales and stimulating subsequent deposit replenishment by providing you with full access to all pertinent personal, marketing, and sales data. Call customers directly from the CRM with VOIP and record the entire history of company and client interactions. Keep track of customers currently on the website, or those who had just visited the deposit replenishment page. Call them at the exact right moment!

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Ad optimization

XCritical CRM provides advanced customer acquisition capabilities. You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages.

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Workflow optimization

XCritical CRM gives your staff flexible access to the system. Any employee (or a group of employees) may be assigned a ‘position’ according to the functions they perform. For instance, a sales manager, group leader, customer retention manager, etc. Access to information is then determined by the assigned position. XCritical CRM ensures that sensitive data is secure without impeding workflow efficiency, by allowing your staff to share tasks and responsibilities.

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