CRM Software For Utility Brokers & Consultants Free Trial & Demo

Using leading cloud technology, Brokers can forecast, quote and manage customers from any location across the globe. When a brokerage company processes deals by itself, such a feature is useless; meanwhile, there are some deals that involve third parties . This said a system should manage payments and fees, fulfilling the demands of every party. Inbuilt instruments automate paid amounts, making the multi-level partnership as straightforward as ABC. A huge problem arises when a CRM system is designed for a certain trading platform specifically. Every business is going to grow, and the brokerage sphere is rich in numerous trading platforms.

Your system should be flexible, allowing business owners to use it on diverse platforms. Otherwise, all the updates related to new trading software turn out to be essential headaches. Leverate is known as the premium provider of technologies for financial markets, and a Forex CRMsolutionis among the products available for brokerage companies. The product is compatible with MT4 Client, Web Trader, and Mobile Trader. Furthermore, CRM systems are exceptionally important from the viewpoint of integration of third-party services like KYC providers, payment providers, etc. High-level solutions provide both traders and your staff with access to ultimate functionality, reports, statistics, etc.

Factors to Consider When Selling Your Business

The solution is highly customizable to fit the requirements of any business. Sparkplug is a cloud-based CRM that is transforming the energy brokerage business by giving you benefits such as automation and easy integration. It takes the complexity out of the energy brokerage business allowing you to concentrate on your core functions, selling and service. It also gives you valuable analytics at a glance allowing you to grow your business and stay ahead of your competition. Sparkplug makes it easy to learn who your best customers are and analyze buying patterns.

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We’ve partnered with a number of green energy consultants in recent years and there’s a growing trend with environmentally conscious clients keen to move to green energy. To find out about becoming an eyesource partner, get in touch today. We will only send you relevant, industry-related information and insights and we’ll never share your details with any third party.

CRMs for Energy Brokers

80% of brokers say that referrals are their top source for growth but very few actually track that this is accurate. With Intygral you can easily track referrals and convert them to new business. You can also identify your top referrers in order to nurture those relationships. The average broker has thousands of accounts in their existing database including current business and lost leads. Transfer these accounts into Intygral and let the system automatically send out unique communications to each audience segment. The world of Broker CRMs is changing this dynamic as they are full of huge benefits.

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Sometimes things can go wrong, but we never lie to you or try to cover something up. If things go askew we tell you what’s happened and how we plan to prevent it affecting your business. We offer you a friendly, professional and brokerage crm efficient service, and we’ll always be honest with you. The Transcendit way outlines how we do business; following the same straightforward principles with every client and customer, regardless of how big or small they may be.

finova integrates broker CRM with Air Sourcing

The whole of our team adhere to the same values, beliefs and policies – the principles that were written when Transcendit first formed in 2000. Whether you come to us for cloud services or recovery backup you can be confident that you’ll always receive the same excellent service. We have taken on some account managers from our local competitors, and by all accounts Paradigm is leagues ahead of anything else out there. The benefit it is giving our business from both an account manager’s point of view and the back of house administrative aspect is fantastic. IntelligentHQ leverages innovation and scale of social digital technology, analytics, news and distribution to create an unparalleled, full digital medium and social business network spectrum. IntelligentHQ is a Business network and an expert source for finance, capital markets and intelligence for thousands of global business professionals, startups, and companies.

A Forex CRM worth its salt will serve various purposes and provide your team access to multiple interfaces. Also, it needs the capacity to manage compliance, which is used to assist financial services businesses in dealing with regulatory issues. Profitability may be increased by using a CRM system to keep track of incoming and outgoing funds for each client, which is why many brokers prefer to evaluate CRM software before choosing one.


It should also allow you to seamlessly manage partners with multi-level support, tracking of referral links, provision of marketing materials and more. Eyesource CRM is our in-house developed, state-of-the-art, cloud-based white label energy comparison platform tailored to the B2B energy market. As well as providing price comparisons we integrate our technology into your business with the use of our API software.

  • Having quick and easy access to data to help answer your client’s questions is paramount to leaving a great impression.
  • In this post, we’ll uncover vital factors to evaluate CRM systems that tailor the needs of your Forex business.
  • This is very important as the provision of all the relevant customer information is central to getting the best deal for corporate consumers.
  • Use our advanced search function to find your perfect business for sale in Spain.
  • As for custom solutions, you may get reports based on your personal demands.

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