CRM for brokerage and call-center sales teams
Lead management, client lifecycle, sales workflows, status tracking, follow-ups and reporting — wired into your telephony, websites and trading platform.
Built for sales floor velocity
Lead & client management
A single source of truth for the entire sales lifecycle.
Sales workflows
Structured sequences that hold up under high call volume.
Status tracking
Disciplined statuses for accurate pipeline visibility.
Follow-up management
Reminders, queues and ownership rules built in.
Reports & dashboards
Manager-grade reporting on activity, conversion and team load.
Native integrations
Wired to FXTERM telephony, landing pages and trading platform.
What changes with FXTERM CRM
Cleaner pipeline data
Status discipline becomes the default, not the exception.
Faster follow-ups
Reminders and routing keep leads moving through the funnel.
True activity visibility
Managers see what is actually happening on the floor.
Lower vendor footprint
Replace stitched-together tools with one accountable stack.
Ready to operationalize your B2B infrastructure?
Book a discovery call. We will scope your stack and propose a setup tailored to your team.