Customer Relations

Architecture
Online
App
Demo
Form
SugarCRM
Personal
Corporate
Joint
LiveChat Emails
Copies
Clients
Portal
MT4/5
1. Communication history.
2. Compliance approval.
3. Behavioral campaigns.
4. Live Accounts.
5.Leads.
6. Supporting Documents.
7. Notes and Tasks.
8. Auto response.
9. Auto workflow supporting
Sales and Support processes.
10. Customers requests and
cases.
1. Update personal info.
2. Add funds
3. Request withdrawal
4. Add account.
5. Feedback form
6. Complaints
7. Tools
8. Upload
Payment
Systems
Backoffice
The Customer Relationships solution will include:
1. Online application for Personal and Corporate accounts supporting
Account opening process, connected to CRM and Clients Portal.
2. Form for Demo accounts connected to CRM capturing the Lead and
Connected to MT4/5.
3. LiveChat connected to CRM identifying the account and sending copy of
transcripts back to CRM clients account record for future references.
4. CRM customization for brokers needs. SugarCRM license (1yeasr, 3
licenses) cost is included.
5. Clients Portal connected to CRM and payment systems. The Portal will be
involved into account opening process.

Account: List View
CRM Account: Detail View
CRM Dashboard
CRM Leads: List View
CRM Leads: Detail View
CRM Reports
CRM Trading Accounts:List view
Live Chat
Clients Portal: MyInfo
Clients Portal: Account Funds
Clients Portal: Upload
Clients Portal: Tools
Online Application: First
Online Application: Second
If you have any questions
Please contact us at
yaro@iticsoftware.com
Phone: +19173103157