CRM Platform

A CRM is a vital part of any retail brokerage, allowing you to manage your company’s interaction with current and future customers as well as gain a greater understanding of how to cater for your customers’ needs. A quality CRM system can reduce staffing costs and also improve efficiency and client retention.

By taking a White Label from TransactCloud, you will be able to choose and customize your own system via our selected CRM partners at a significantly reduced rate. This includes bolt-ons ranging from Website creation, Web Registration Forms, KYC, Payment Services, Introducing Broker Systems, CMS, and many more.

If you’re currently using your own CRM system, we’re more than happy to integrate this into our platform. To find out more about the full product suite, please contact the TransactCloud team here.

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