Now any Backoffice user can use the CRM functionality. To make a comment, to assign an event or add information can be done by a couple of clicks.
IFS+ using customers ranking scheme widely spread among brokers:
Demo Leads, Live Leads and Clients. You may also catch and track your visitors who are not ready yet to become a client with Simple Leads rank functionality. And of course IFS+ provides powerful tool to work with tour Partners and Ibs.
Customizable rules of customer assignment to sales according to various criteria
– language, geography, branch, rankings, VIP status etc. For example, you can create a rule of assignment to your Chinese sales of the customers from all over the world who have chosen Chinese language when registering, or when registering customers in North America you can appoint to be responsible sales from Chicago.
Mark your customer with colors
Highlight your customers with colors to simplify and speed up the processes of interaction with the customers. Time is money.
Now you can see the history of operations with the customer and plan any further action on him
IFS+ provides your CRM user with own workspace to track and schedule activities on clients. So you won't miss important moments in the history of relations with the customer and won’t miss an important call on Monday, because the system will remind you about it.
Differentiation of user access rights and visibility ranges
Now nothing will distract your sales from his work with the customers – there is no extra information in the customers list of the sales. Having focused – continue working. The head of group of managers sees all the clients of his subordinates.
The possibility of replacement of one sales by another one
Now your employees can easily go on vacation. In this case there is no need to reassign the customers of the employee departed; just set up substitution and the substitute employee will see all the details of the customers and tasks.
Mailing which is set up depending on the conversion from one customers group into another one with the reference to time
Now you can configure the system so that in case of conversion of your customers the system can send out emails according to a definite schedule. It is convenient if you need to remind your live leads about the necessity to deposit funds or participate in promotions and convert them into clients..
Send emails to the customers directly from IFS+
There is no need to manually score the facts of emails sent and actions done. But don’t worry - you will receive a copy of the email to your mailbox also. Less action – more convenience!
Convenient online view with filters and assortment
To find the right customer, filter out all by registration date or branch can now be done in a click.
DATA EXPORT TO EXCEL
Do you like to study reports? We did not have to reinvent the wheel, and did a simple export to Excel.
ALSO WE ARE READY TO INTEGRATE SPECIALLY FOR YOU DEPENDING ON THE SYSTEMS YOU USE:
• Possibility to call your customers directly from IFS+. Then the system will automatically log the data about the call in the customer's profile.
• Possibility to use online chat by your customers directly from the client area and by sales directly from Backoffice.
Test IFS+ now
GET FREE DEMO ACCESS
IFS+ helps you fully automate your online FX brokerage business workflow. This great web-based solution carries out the process of the relationship between a client and the broker in an automatic and convenient manner