CRM xcritical

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CRM XCritical: customer service automation

Deposit Processing Control 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.

Customer data management 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.

Integration Integration

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

Platform features 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.

Different access levels 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).

Safety and reliability 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%.