AltimaCRM Setting a New Standard with its Centralised Communication Channel Module

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Discover the features and benefits brokers need to improve customer relationship management.

Forex brokers demand more from their customer relationship management (CRM) solutions, looking to consistently find ways to optimise the customer journey. Intivion Technologies has answered this challenge head on with its flagship AltimaCRM platform. This state-of-the-art CRM can integrate into any tech stack, offering improved multi-channel communication, tracking, and frictionless touchpoints, all on any budget.

AltimaCRM functions as an all-in-one forex platform, capable of record-setting conversions, effortless management, and industry-leading retention. Supporting the most ubiquitous communication channels in the industry also reflects the product’s versatility and utility, helping complement and enhance any offering utilised by forex brokers worldwide. 

By relying on powerful communication tools, brokers can transform how their business manages all customer relationships. See why more brokers rely on AltimaCRM for its . 

 

Core Features of AltimaCRM

Centralized Communication Channels

A core attribute of AltimaCRM is its unified communication module, capable of integrating the most widely used platforms in the industry. This includes WhatsApp, Telegram, SMS, Email and Chat. Managing all interactions with traders from a singular interface has inherent advantages, including a simplified workflow and unimpeded communication. The platform prioritises customer service, setting new standards in workflow management with real-time responses via traders’ preferred channels.  

 

Communication History Logs

Achieving optimal customer service starts with a full snapshot of each trader’s preferences and communication. AltimaCRM harnesses a complete history of all communication with traders, reconciling any potential turnover between new account managers or owners. Using this platform, agents can maintain constant and fluid communication with traders, devoid of interruptions or inconsistencies. Being able to draw upon AltimaCRM’s comprehensive history log is a sizable asset for brokers, providing tangible improvements in customer service. 

 

End-to-End Customer Journey Tracking

AltimaCRM emphasises the user journey above all else, which can be underscored by its focus on transparency and visibility of all client interactions over any timeline. This provides a detailed snapshot into any trader’s history and preferences, each of which are essential to maintaining a long-term relationship. Brokers have come to rely on AltimaCRM for its end-to-end customer journey, be it initial communication, conversations, or subsequent activity that can be utilised by CRM agents. In doing so, agents can pinpoint any concerns or opportunities and make more actionable decisions and interactions with clients.

Optimised Retention and Lead Conversion

Every broker knows that retention can make or break any operation, placing a premium on comprehensive solutions that emphasise these demands. AltimaCRM helps optimise retention data relevancy by processing monetary and trading data instantaneously. An intuitive interface helps flag and prioritise the most pertinent data for any retention team in a centralised manner. 

AltimaCRM leverages an intelligent, automated system, generating custom queries and filters to provide deep and actionable insights. This results in real-time insights on all account data tractions, margins, and balances to improve LTV.

In terms of lead conversion, AltimaCRM pushes the boundary for what is possible, eliminating administrative lag and achieving the most conversions with the fewest clicks. Users can take advantage of the platform’s instant VOIP, equipped with an expansive caller system, tracking thousands of leads with instant automation.

 

Conclusion

Intivion Technologies’ emphasis on centralised communication and advanced retention tools provides brokers with the technology they need to improve, scale, and maximise sales efficiency. Through automated customer relationship management, AltimaCRM has positioned itself as an indispensable tool for brokers looking to optimise their operations and customer interactions.

Learn how to exceed your goals, achieve new conversion and retention rates, and define what is possible by for AltimaCRM.

 

About Intivion Technologies

Intivion Technologies is a of advanced technology solutions and forex CRM capabilities for brokers. As a one stop technology solutions partner for over 15 years, the company provides an agile tool suite for any broker operation via its flagship product AltimaCRM. This solution is the industry’s best forex CRM for record-setting conversions, effortless management & industry-leading retention.