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Pluginsky Technologies – Total Brokerage Solutions

Neptune CRM

Neptune CRM – The Future of Forex Client Management

We bring you Neptune CRM, the complete solution designed to transform the way brokerage firms manage their operations. It can be your partner in achieving top-class efficiency and growth. If you are looking to streamline client management or enhance real-time analytics, Neptune CRM has got you covered.

Neptune CRM

Why Choose Neptune CRM?

Comprehensive Client Management

Conveniently manage all your client interactions and data in one place.

Real-Time Analytics

Stay ahead of the game with real-time insights and data-driven decisions.

Live Monitoring of Business

Keep a close eye on all business activities in real time.

Reports Manager

Easily generate and manage detailed business reports to stay on top of your performance.

Task Manager

Organize and track tasks effectively, ensuring nothing falls through the cracks.

IB Management

Efficiently manage your introducing broker relationships with a dedicated task manager.

Easy Account Management

Gain simplified control over client accounts, making management a breeze.

Registration/KYC

Streamline client registration and KYC processes, ensuring smooth and compliant operations.

Supported Platforms

Neptune CRM is compatible with:

HS TRADER

VERTEXFX

META TRADER 4/5

ANY OTHER PLATFORM

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A Look at Neptune CRM Core Structure

Admin Dashboard

The Admin Dashboard is the heart of Neptune CRM, providing a comprehensive view of business operations:

Neptune CRM

Real-Time Monitoring

Track business operations with live data updates.

Activity Tracking

Monitor and manage daily activities efficiently.

Key Performance Indicators

Access vital metrics to gauge performance.

Decision Support

Make informed decisions with comprehensive data insights.

Client Dashboard

Client Portal offers a dedicated space for clients to manage their accounts, access trading tools, and stay updated:

Account Management

Easily manage live trading accounts.

Deposit/Withdrawal

Handle deposits and withdrawals seamlessly.

Transaction Reports

Access detailed reports of trading activities.

Admin Support

Get prompt support for any account-related issues.

Neptune CRM

IB Partner Dashboard

The IB Dashboard is tailored for Introducing Brokers to manage their activities and optimize performance:

IB Dashboard

Referral Tracking

Monitor client referrals and conversions.

Commission Management

Track and manage IB commissions.

Relationship Management

Optimize IB performance and engagement.

Performance Metrics

Evaluate IB effectiveness with key metrics.

Client Wallet

It facilitates secure and efficient management of funds for deposits, withdrawals, and transactions.

Centralized Management

Route all deposits, withdrawals, and transfers through a single wallet.

Unified Financial Overview

Track and manage all account transactions in one place.

Seamless Transfers

Facilitate quick and efficient internal account transfers.

Neptune CRM

Ready to Transform Your Brokerage Operations?

Join the revolution with Neptune CRM by Pluginsky Technologies. Experience the power of comprehensive client management and live analytics today.