+46 31 361 4828     sales@fairtradingtech.com

Accelerate your Brokerage business

Our CRM is a powerful tool that helps brokers organize and manage contacts, while accelerating sales, marketing, service and operations activities for their Brokerage business.

CRM is one of the top choices for all professional businesses – includes everything your team needs to convert more leads into customers.

Grow Sales & Increase Revenue

Boost Customer Retention

Leverage Customer Service

Improve Team Performance

Try a free CRM demo

Advanced features that will boost your Brokerage business

CRM is equipped with advanced tools and functions helping your Brokerage business management to be easy and flexible:

Lead Generation

Generate quality leads from different sources by qualifying, nurturing, and finally converting them into customers

Pipeline Management

Manage incoming sales opportunities and track them across different stages until they are finally closed

Activity Tracking

Eliminate all the paperwork and allow your sales team to sell more and better – upload documents, take orders, and prepare reports in no time

Workflow Automation

Automate workflow: from communicating with customers and tracking campaigns, to overviewing sales performance

Manage your Customer Relationship life cycle in one place at no extra cost

  • Store, view and update information about all of your contacts, including prospects, leads, customers, sales teams, and professional relationships in one place
  • Quickly turn prospects into customers by sending marketing communication and sales promotion materials
  • Add activities and reminders related to any contact and quickly see upcoming tasks on the CRM calendar
  • Check on the progress of customer account applications and view detailed information about your current customers
  • Easily jump between the Dashboard and CRM for different views of your customer accounts
  • Quickly find contacts using a simple search in CRM or fast search link option to Google and LinkedIn
  • Upload many contacts at once by importing .CSV files

Convert your Leads into Customers

Optimizing your sales process has never been easier. With our CRM, broker can simply:

  • Structure sales team for greater efficiency
  • Qualify leads through different stages
  • Build and closely monitor sales pipeline
  • Trace every sales activity (calls, emails, campaigns, meetings and visits)
  • Develop and nurture long-term relationships with the customers!

Essential extension to BrokerTools modules

While our CRM is powerful on its own, integrating CRM with other BrokerTools modules across your sales stack makes your job so much easier. Let your CRM reaches its full potential when it’s fully connected!

Back Office

Back Office

Speed up your CRM using Back Office features

Trader's Room

Trader's Room

Unleash the potential of Trader’s Room with CRM
Partner Management

Partner Management

IB wins big with streamlined CRM’s data/reporting tools

Asset Management

Asset Management

Get clearer insight into your work and provide customers the best possible advice

Social Trading

Social Trading

Use a seamless sign-on and fast integration of CRM

Start selling
smarter, better and faster
with our CRM.

Try it for free. No credit card needed.

Sign up for a free CRM demo