CRM

客户关系管理系统

专为经纪商打造的CRM系统,实现用户管理、交易管理、审核管理、资金管理、返佣管理、报表管理、和消息管理等场景高效化运营,助力券商数字化管理、模式化运营和营销管理创新。

使用JYCRM的优势

面向经纪商的CRM

我们的客户关系管理系统的每一项功能都是专为外汇经纪商的需要而设计的。

为性能而生

我们的客户关系管理系统的每一项功能都是专为外汇经纪商的需要而设计的。

智能仪表盘

多个定制的仪表板可以让您在一个页面中获取所需的所有信息。

控制访问权限

为不同的工作人员分配特定权限,以实现最大限度的数据保护。

用户数量没有限制

我们不对CRM 用户的数量进行限制,包括用户和管理员,因为用户数量取决于broker提供的服务器的容量或配置,这使得broker可以从其专用服务器或弹性服务器中获得更多独享权益空间,而无需与他人共享。

完善的报表管理体系

资金报表、交易报表、佣金报表,可灵活筛选、导出用户资金、交易和佣金报表情况。以资金报表为例,券商可详细查阅支付订单、钱包流水、MT账号资金流水和MT账号资金统计等情况。

如何开始?

联系

联系我们专属客户经理将帮助您建立最适合您需要的套餐。

安装

我们的技术团队将安装并集成您的经纪业务所需的组件。

培训

培训专家将指导您的团队完成您的所有系统的培训,您就可以开始了!

GOLD EFFORTLESSLY GLOBAL-DEVELOPMENT LIMITED是 MetaTrader 4 解决方案开发和平台服务的行业专家。

产品与服务

联系我们

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Risk Warning:
The products and services provided by GOLD EFFORTLESSLY GLOBAL DEVELOPMENT LIMITED are offered "as-is" and may involve potential risks, including but not limited to data breaches, security vulnerabilities, system outages, or integration failures with existing systems. GOLD EFFORTLESSLY GLOBAL DEVELOPMENT LIMITED does not warrant that the use of its technology solutions will be error-free, secure, or uninterrupted. Users are responsible for evaluating the risks associated with using these solutions and implementing appropriate safeguards, including regular system backups, cybersecurity practices, and contingency plans. By using GOLD EFFORTLESSLY GLOBAL DEVELOPMENT LIMITED's technology, you acknowledge that you understand and accept these risks.

Company name:GOLD EFFORTLESSLY GLOBAL DEVELOPMENT LIMITED
Registration number:1631754
注册地址: Sea Meadow House, Blackburne Highway, (P.O. Box 116), Road Town, Tortola, BVI
营业地址: 10/F Woon Lee Commercial Building, 9 Austin Avenue, Tsim Sha Tsui, Kowloon, Hong Kong

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