SB CRM
SB stands for Simply Bots. All about SB CRM is the cloud based solution for managing the forex trading business with the end users in terms of productive and organized way.
SB CRM has a facility to manage the sales persons and their customer’s investments records, manage the investments and calculations of IR(Investment Return), generate and pay the invoices and many more in one app. The SB CRM is accessible from mobile, desktop and tablets. With the help of this software, users can keep track of each thing included in the business, from leads to revenue.
Best Features
- User role Management
- Real-time Email Notification
- User investments and IR management
- Night & Day Mode
- Revenue and profit representation through Charts and Graphs
- Earning report generation for sales person
- Transferwise/Stripe Payment Gateway Integration