B2CORE Platform

B2CORE Platform

B2CORE Platform

Discover B2CORE — Your all-in-one CRM solution to streamline operations, enhance client management, and oversee financial activities from a single, customisable dashboard.

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Platform
Platform
Platform
Dashboard
Dashboard
Dashboard
Client
Client
Clients
Clients
Partners
Partners
Partners
Balances
Balances
Balances
Account Details
Account Details
Account Details

Features

Discover a wide range of features and functionalities that will boost your business activities and brokerage experience.

Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Explore B2CORE Platform

Explore B2CORE Platform

Get your hands on the best CRM platform that will boost your financial and administrative activities

Explore B2CORE Platform

Get your hands on the best CRM platform that will boost your financial and administrative activities