Easier management of leads and clients in our Forex CRM was our primary goal for August. Existing accounts have been split into Clients and Leads In our August release, the Accounts view in our Forex CRM has been changed into the Clients view. From now on, Traders who have made a deposit (FTD – First […]
Releases
Match-Trade July Release: expanding the mass mailing possibilities in our Forex CRM
New Bulk assign Account Manager mode in our Forex CRM In our July release, we introduced yet another change in order to make working with our Forex CRM easier. We added the possibility of assigning all accounts/leads simultaneously. Users can do that by using the Bulk assign Account Manager. The new button called Select all […]
Match-Trade June Release: “Go & Trade” button in Client Office App redirecting users to MT4/MT5
A new “Lead Source” field in the “Leads” tab in CRM A “Lead source” field has appeared in the Leads tab and in the account / lead views in our Forex CRM. Consequently, inside it, brokers can enter the source of the lead. By default, there are 6 options to choose from: Facebook, Web, Google, […]
Match-Trade May Release: new and improved leads view in Sales Dashboard
New and improved leads view in Sales Dashboard in CRM In May releases, we’ve changed the way leads are visualised in the Sales Dashboard in CRM app. Now, users can easily see the current stage of any given lead in the Lead stages section on the Sales Dashboard. They can also use a drag and […]
Match-Trade April Release: Affiliate program available for all clients in our CRM
Affiliate program available for all clients – Auto IB. In our April releases, we’ve added a new function in our CRM app through which each Broker’s client has access to an IB Room view (without IB request) and can refer other clients. We can enable auto IB functionality at Broker’s request, and every new user […]
Match-Trade March Release: New Match-Trader platform personalization options
New Match-Trader platform personalization options In March releases, an option to choose new styles appeared in our Match-Trader platform. Brokers can choose out of 5 skins for their platform or show all of them to the trader and leave the choice simply to the trader. As follows, this is the first step in the increased […]
Match-Trade February Release: Social Feed widget in Match-Trader Platform
Social Feed widget in Match-Trader Platform In order to provide more trade ideas for our clients, we’ve launched a new Social Feed feature for our Match-Trader platform. The Social Feed tab displays information about all the latest positions opened by Money Managers / Social Providers. Opened positions can be copied by each user directly from […]
Match-Trade January Release: Initial verification of KYC documents by Google Vision AI
New payment methods for Match-Trader At the beginning of 2022, we’ve added three new payment methods for all users of the Match-Trader trading platform and our Client Office: Initial verification of KYC documents by Google Vision AI From now on, Our CRM apps have a new document validation module that harnesses the powerful Google Vision […]
Match-Trade December Release: News Widget in Match-Trader platform
News Widget in Match-Trader We’ve added a News Widget to our platform so that traders can check the news about specific currency pairs, companies and economic events without leaving the platform. This will help them to better analyze the situation on the market before making a deal. News is available in an expanded or collapsed […]
