Foreign exchange CRM system is usually combined with rebate system, which has some unique functions of foreign exchange CRM. Such as customer system, namely customer information and account management; IB system is the management of customers and subordinate IB, and the background system is the management of brokers to customers and IB.

The function and characteristics of CRM system can quickly screen sales leads, and when establishing customer leads, you can quickly query whether there is repeated follow-up of the same customer within the company to prevent the phenomenon of collision, grabbing orders and repeated services.

Set up exclusive customer labels to distinguish between served customers and unserviced customers, so as to prevent potential customers from being ignored and lost due to improper customer management; For customers who have not signed up for the contract, they will be opened to the high seas pool regularly to improve the utilization rate of customer resources.

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