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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Features

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

Trading Platforms

Integrate your brokerage with leading trading platforms to attract more users and improve the trading experience.

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Deposits

Offer your clients a wide range of funding methods that emphasise transparency and security.

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Wallets

Create fiat and crypto wallets and manage transactions more efficiently.

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Withdrawals

Offer intuitive withdrawal options at customisable conditions and maximum security.

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Partner Portal

Equip your Affiliates and Introducing Brokers with dedicated tools that support growth and transparency.

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Admin Dashboard

Explore a powerful command centre combining all brokerage and financial activities in one comprehensive interface.

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Currency Conversion

Simplify currency management for your clients with B2CORE’s Currency Conversion feature.

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Helpdesk

Provide exceptional customer support with B2CORE’s Helpdesk.

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Bonuses

Boost client engagement and retention with B2CORE’s Bonus Management System.

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Marketing Tools

Elevate your client engagement and promotional efforts with B2CORE’s Marketing Tools.

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Savings

Empower your clients to grow their wealth with B2CORE’s Savings feature.

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Profile Page

Simplify client management with the comprehensive Profile Page in B2CORE.

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Registration

Simplify and secure the onboarding process for your clients with B2CORE’s Registration system.

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KYC Registration Process

Ensure compliance and secure onboarding with B2CORE’s KYC Registration Process.

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Two-Factor Authentication

Enhance security for your clients and your business with B2CORE’s Two-Factor Authentication.

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Device Management

Take control of account security with B2CORE’s Device Management feature.

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Anti-Phishing

Protect your clients and your platform with B2CORE’s Anti-Phishing feature.

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Feedback Forms

Enable clients to share feedback directly through B2CORE’s built-in forms.

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Deep Customisation

Deliver a personalised experience to your clients with B2CORE’s Customisation Features.

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Custom Token Support

Expand your platform's capabilities with B2CORE’s Custom Token Support.

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Language Selection

The B2CORE platform offers a seamless multi-language experience to cater to a global audience.

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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?

Explore B2CORE Platform

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

Request a Demo

Explore B2CORE Platform

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

Request a Demo

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design