CRM Solution

The Customer Relationship Management (CRM) software covers a broad set of applications and software designed to help your brokerage manage your customer data and customer interaction, access your broker information, automate account openings, customer support and also manage employee, vendor and partner relationships.

Business Benefits of SBS CRM

  • Effective time management as CRM prompts users to follow up on activities and automates alerts when important events occur, or if actions are missed
  • Higher quality lead generation from marketing activities by leveraging CRM customer segmentation to send targeted campaigns and personalized messages that resonate
  • Performance hotspots are quickly identified
  • CRM integrates with MT4 platform to connect process and remove double handling of tasks